TSM vs XOM: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and Exxon Mobil 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
Exxon Mobil Corporation · Energy
$163.18
+10.3% upside to fair value
Med Conviction
Grade B
High Quality
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 |
XOM |
| Current Price |
$452.00 |
$163.18 |
| Fair Value Estimate |
$515.00 |
$179.98 |
| Upside to Fair Value |
+13.9%
|
+10.3%
|
| Market Cap |
$2,344.3B |
$676.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
9.9x
|
| Price / Sales |
0.5x
|
1.9x
|
| Price / FCF |
2.1x
|
22.3x
|
| Revenue Growth YoY |
+36.0%
|
+44.1%
|
| Gross Margin |
64.2%
|
25.1%
|
| Operating Margin |
56.0%
|
10.7%
|
| Return on Equity |
39.3%
|
12.7%
|
| Dividend Yield |
0.96% |
2.52% |
| FCF Yield |
47.62%
|
4.49%
|
| 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…
Exxon Mobil is the largest integrated oil and gas major in the United States, operating across Upstream exploration and production, Downstream refining and fuels marketing, and Chemical manufacturing, with roughly 57,900 employees and a portfolio that spans conventional crude and natural gas, LNG, petrochemicals, and early-stage carbon capture, hydrogen, and biofuels ventures. The business qualit…
Accumulation Zones
| Metric |
TSM |
XOM |
| Zone Low |
$386.25 |
$134.98 |
| Zone High |
$437.75 |
$152.98 |
| In Buy Zone? |
No
|
No
|