TSM vs WFC: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and Wells Fargo & Company — 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
Wells Fargo & Company · Financial Services
$86.12
+20.4% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
WFC has more upside to fair value
(+20.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
WFC |
| Current Price |
$452.00 |
$86.12 |
| Fair Value Estimate |
$515.00 |
$103.68 |
| Upside to Fair Value |
+13.9%
|
+20.4%
|
| Market Cap |
$2,344.3B |
$260.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
15.6x
|
| Price / Sales |
0.5x
|
2.0x
|
| Price / FCF |
2.1x
|
13.7x
|
| Revenue Growth YoY |
+36.0%
|
+11.3%
|
| Gross Margin |
64.2%
|
64.5%
|
| Operating Margin |
56.0%
|
21.2%
|
| Return on Equity |
39.3%
|
12.6%
|
| Dividend Yield |
0.96% |
2.15% |
| FCF Yield |
47.62%
|
7.3%
|
| 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…
Wells Fargo is a diversified U.S. bank with roughly 197,000 employees operating four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The business quality is solid but not exceptional: trailing return on equity is 12.6%, TTM net margin is 17.5%, and revenue grew 11.3% year over year in the most recent quarter while…
Accumulation Zones
| Metric |
TSM |
WFC |
| Zone Low |
$386.25 |
$77.76 |
| Zone High |
$437.75 |
$88.13 |
| In Buy Zone? |
No
|
Yes
|