TSM vs VRT: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+13.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
VRT |
| Current Price |
$452.00 |
$253.28 |
| Fair Value Estimate |
$515.00 |
$274.15 |
| Upside to Fair Value |
+13.9%
|
+8.2%
|
| Market Cap |
$2,344.3B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
38.8x
|
| Price / Sales |
0.5x
|
8.5x
|
| Price / FCF |
2.1x
|
33.3x
|
| Revenue Growth YoY |
+36.0%
|
+24.1%
|
| Gross Margin |
64.2%
|
37.5%
|
| Operating Margin |
56.0%
|
19.1%
|
| Return on Equity |
39.3%
|
42.1%
|
| Dividend Yield |
0.96% |
0.1% |
| FCF Yield |
47.62%
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
TSM |
VRT |
| Zone Low |
$386.25 |
$205.61 |
| Zone High |
$437.75 |
$233.03 |
| In Buy Zone? |
No
|
No
|