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 2026-07-17.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
VS
Exxon Mobil Corporation · Energy
$137.81
-45.0% upside to fair value
Grade C
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
XOM trades at a lower forward P/E
(22.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
XOM |
| Current Price |
$409.74 |
$137.81 |
| Fair Value Estimate |
$594.12 |
$75.80 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$2,125.1B |
$571.2B |
| Forward P/E |
38.8x
|
22.8x
|
| EV / EBITDA |
17.6x
|
10.1x
|
| Price / Sales |
14.5x
|
1.8x
|
| Price / FCF |
58.4x
|
30.4x
|
| Revenue Growth YoY |
+36.0%
|
+2.6%
|
| Gross Margin |
61.9%
|
25.5%
|
| Operating Margin |
53.2%
|
9.0%
|
| Return on Equity |
36.9%
|
9.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.71%
|
3.29%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Exxon Mobil Corporation is a leading integrated oil and gas company with a durable competitive moat based on its scale, integration, advantaged long-life resources, proprietary technology, and irreplaceable infrastructure. The company is led by a long-tenured management team with a strong capital allocation track record focused on dividends and buybacks. Despite these strengths, Exxon is currentl…
Accumulation Zones
| Metric |
TSM |
XOM |
| Zone Low |
$445.59 |
$56.85 |
| Zone High |
$505.00 |
$64.43 |
| In Buy Zone? |
Yes
|
No
|