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 2026-09-23.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TSM |
V |
| Current Price |
$452.00 |
$368.29 |
| Fair Value Estimate |
$515.00 |
$463.00 |
| Upside to Fair Value |
+13.9%
|
+25.7%
|
| Market Cap |
$2,344.3B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
24.0x
|
| Price / Sales |
0.5x
|
15.5x
|
| Price / FCF |
2.1x
|
33.5x
|
| Revenue Growth YoY |
+36.0%
|
+14.4%
|
| Gross Margin |
64.2%
|
80.2%
|
| Operating Margin |
56.0%
|
60.7%
|
| Return on Equity |
39.3%
|
61.3%
|
| Dividend Yield |
0.96% |
0.73% |
| FCF Yield |
47.62%
|
2.98%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Taiwan Semiconductor Manufacturing Company is the world's largest contract chipmaker, manufacturing advanced logic, mixed-signal, RF, and embedded memory wafers for high-performance computing, smartphones, IoT, and automotive customers from a base of 65,152 employees headquartered in Hsinchu, Taiwan. The business quality is exceptionally high: TTM gross margin is 64.2%, TTM operating margin is 56…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
TSM |
V |
| Zone Low |
$386.25 |
$347.25 |
| Zone High |
$437.75 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|