TSM vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
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 |
VRTV |
| Current Price |
$452.00 |
$169.99 |
| Fair Value Estimate |
$515.00 |
$93.49 |
| Upside to Fair Value |
+13.9%
|
-45.0%
|
| Market Cap |
$2,344.3B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
5.4x
|
| Price / Sales |
0.5x
|
0.4x
|
| Price / FCF |
2.1x
|
10.4x
|
| Revenue Growth YoY |
+36.0%
|
-19.0%
|
| Gross Margin |
64.2%
|
22.7%
|
| Operating Margin |
56.0%
|
5.9%
|
| Return on Equity |
39.3%
|
48.6%
|
| Dividend Yield |
0.96% |
1.48% |
| FCF Yield |
47.62%
|
9.57%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
TSM |
VRTV |
| Zone Low |
$386.25 |
$70.12 |
| Zone High |
$437.75 |
$79.47 |
| In Buy Zone? |
No
|
No
|