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 2026-04-18.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
TSM has more upside to fair value
(-3.8%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
VRT |
| Current Price |
$365.90 |
$307.34 |
| Fair Value Estimate |
$352.00 |
$272.65 |
| Upside to Fair Value |
-3.8%
|
-11.3%
|
| Market Cap |
$1,897.7B |
$117.6B |
| Forward P/E |
26.0x
|
88.2x
|
| EV / EBITDA |
18.1x
|
55.3x
|
| Price / Sales |
13.3x
|
11.5x
|
| Price / FCF |
54.0x
|
61.2x
|
| Revenue Growth YoY |
+33.0%
|
+7.6%
|
| Gross Margin |
59.9%
|
34.8%
|
| Operating Margin |
50.8%
|
18.2%
|
| Return on Equity |
35.1%
|
40.3%
|
| Dividend Yield |
1.05% |
0% |
| FCF Yield |
1.85%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
TSM |
VRT |
| Zone Low |
$265.00 |
$204.49 |
| Zone High |
$310.00 |
$231.75 |
| In Buy Zone? |
No
|
No
|