TSM vs V: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
VS
Visa Inc. · Financial Services
$327.24
+27.8% upside to fair value
Grade A
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
V trades at a lower forward P/E
(28.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
V |
| Current Price |
$409.74 |
$327.24 |
| Fair Value Estimate |
$594.12 |
$418.15 |
| Upside to Fair Value |
+45.0%
|
+27.8%
|
| Market Cap |
$2,125.1B |
$627.3B |
| Forward P/E |
38.8x
|
28.2x
|
| EV / EBITDA |
17.6x
|
22.6x
|
| Price / Sales |
14.5x
|
14.6x
|
| Price / FCF |
58.4x
|
29.6x
|
| Revenue Growth YoY |
+36.0%
|
+17.1%
|
| Gross Margin |
61.9%
|
81.3%
|
| Operating Margin |
53.2%
|
61.1%
|
| Return on Equity |
36.9%
|
58.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.71%
|
3.38%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
| Metric |
TSM |
V |
| Zone Low |
$445.59 |
$313.61 |
| Zone High |
$505.00 |
$355.43 |
| In Buy Zone? |
Yes
|
Yes
|