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STOCK COMPARISON

Nvidia vs Taiwan Semiconductor Manufacturing: Fair Value & Quality

Both stocks run through our valuation models. Here is how Nvidia (NVDA) and Taiwan Semiconductor Manufacturing (TSM) compare, as of Aug 14, 2026.

As of Aug 14, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing as the less overvalued of the two: Nvidia trades at $225 versus a fair value of $98.98 (-56%), while Taiwan Semiconductor Manufacturing trades at $430 versus $291 (-32%).
Nvidia
NVDA · USD · Information Technology
-56%
upside to fair value
overvalued
Price$225
Fair Value$98.98
Quality74/100
Taiwan Semiconductor Manufacturing
TSM · USD · Information Technology
-32%
upside to fair value
overvalued
Price$430
Fair Value$291
Quality78/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

NvidiaTaiwan Semiconductor Manufacturing
Valuation
33.8×P/E (TTM)37.5×
20.16×P/S (TTM)15.78×
32.48×P/B13.08×
30.9×EV/EBITDA21.5×
0.65×PEG1.01×
0.0%Dividend yield0.9%
$0.04Dividend per share$24.00
Profitability
63%Net margin50%
66%Operating margin60%
114%Return on equity40%
53%Return on assets19%
Growth
85%Revenue growth (YoY)36%
100.0%Avg. growth/yr (3Y)19.3%
66.9%Avg. growth/yr (5Y)23.5%
Balance & size
0.05×Debt / equity0.17×
$5.1TMarket cap$2.2T
healthyGrowth qualityexpensive

Nvidia leads: 10 to 4 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Nvidiaof which business quality 74 · market factors 50 Taiwan Semiconductor Manufacturingof which business quality 74 · market factors 68
ProfitabilityMargins and returns on capital today
96
76
Quality GrowthAre margins and returns improving?
34
88
CashflowEarnings quality: real cash, not paper profit
81
69
Fin. StrengthBalance sheet, leverage, solvency risk
83
98
InvestmentDisciplined investing over empire-building
32
5
Low VolatilityCalm price path (market factor)
26
43
MomentumPrice trend over the last 3–12 months (market factor)
54
72
52W MomentumDistance to the 52-week high (market factor)
72
91
Net IssuanceBuybacks instead of dilution
91
82

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Nvidia

DCF Models$157
Earnings-Based$148
Dividend Discount$0.77
Multiples$74.09
Asset-Based$4.35
Growth DCF$108
Economic Profit$106
Growth Earnings$204

23 of 26 models see the stock below the current price.

Taiwan Semiconductor Manufacturing

DCF Models$9,497
Earnings-Based$5,813
Dividend Discount$1,737
Multiples$7,530
Asset-Based$692
Growth DCF$6,519
Economic Profit$4,495
Growth Earnings$9,584

0 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Nvidia
Bear $64.72Fair Value $98.98Bull $234
$225 = current price (white tick)
Taiwan Semiconductor Manufacturing
Bear $158Fair Value $291Bull $387
$430 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Nvidia · Information Technology

Quality score74 · Top 25%
Fair value upside-56% · below median

Taiwan Semiconductor Manufacturing · Information Technology

Quality score78 · Top 25%
Fair value upside-32% · below median

Bottom line

As of Aug 14, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing as the less overvalued of the two: Nvidia trades at $225 versus a fair value of $98.98 (-56%), while Taiwan Semiconductor Manufacturing trades at $430 versus $291 (-32%).

Taiwan Semiconductor Manufacturing has the higher quality score (78/100).

See the full analysis →

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.