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 2026-04-22.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+45.0% upside to fair value
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
TSM trades at a lower forward P/E
(27.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
VRT |
| Current Price |
$366.24 |
$305.14 |
| Fair Value Estimate |
$531.05 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$1,899.5B |
$116.8B |
| Forward P/E |
27.2x
|
75.0x
|
| EV / EBITDA |
17.3x
|
50.1x
|
| Price / Sales |
12.8x
|
10.8x
|
| Price / FCF |
51.6x
|
50.5x
|
| Revenue Growth YoY |
+36.5%
|
+30.1%
|
| Gross Margin |
61.9%
|
36.2%
|
| Operating Margin |
53.2%
|
18.5%
|
| Return on Equity |
36.9%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.94%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
TSM |
VRT |
| Zone Low |
$398.29 |
$125.87 |
| Zone High |
$451.39 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|