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 2026-04-22.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+5153.7% upside to fair value
Grade C
High Quality
VS
Wells Fargo & Company · Financial Services
$81.52
+30.6% upside to fair value
Grade B
QuantHub Verdict
TSM has more upside to fair value
(+5153.7%).
WFC trades at a lower forward P/E
(11.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
WFC |
| Current Price |
$366.24 |
$81.52 |
| Fair Value Estimate |
$19,241.17 |
$106.49 |
| Upside to Fair Value |
+5153.7%
|
+30.6%
|
| Market Cap |
$1,899.5B |
$250.7B |
| Forward P/E |
27.2x
|
11.9x
|
| EV / EBITDA |
17.3x
|
16.7x
|
| Price / Sales |
12.8x
|
2.0x
|
| Price / FCF |
51.6x
|
-13.2x
|
| Revenue Growth YoY |
+36.5%
|
+7.3%
|
| Gross Margin |
61.9%
|
64.5%
|
| Operating Margin |
53.2%
|
20.5%
|
| Return on Equity |
36.9%
|
12.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.94%
|
—
|
| Analyst Consensus |
Strong Buy
|
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…
Wells Fargo & Company is a diversified financial services firm operating primarily in consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. The company benefits from a seasoned CEO with extensive industry experience and has made significant progress in regulatory compliance and operational efficiency, including lifting its asset cap in 2025.…
Accumulation Zones
| Metric |
TSM |
WFC |
| Zone Low |
$14,430.88 |
$79.87 |
| Zone High |
$16,354.99 |
$90.52 |
| In Buy Zone? |
Yes
|
Yes
|