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STOCK COMPARISON

Palantir Technologies vs Taiwan Semiconductor Manufacturing: Fair Value & Quality

Both stocks run through our valuation models. Here is how Palantir Technologies (PLTR) and Taiwan Semiconductor Manufacturing (TSM) compare, as of Oct 15, 2026.

As of Oct 15, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing as the more attractively valued of the two: Palantir Technologies trades at $201 versus a fair value of $42.16 (−79.0%), while Taiwan Semiconductor Manufacturing trades at $430 versus $531 (+23.4%).
Palantir Technologies
PLTR · USD · Information Technology
−79.0%
upside to fair value
overvalued
Price$201
Fair Value$42.16
Quality76/100
Taiwan Semiconductor Manufacturing
TSM · USD · Information Technology
+23.4%
upside to fair value
undervalued
Price$430
Fair Value$531
Quality77/100
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Head-to-head numbers

Green is the better side of a row, red the weaker one (for valuation multiples: lower = cheaper). Grey rows are for reference only and are not scored.

betterweakerfor reference, not scored

Palantir TechnologiesTaiwan Semiconductor Manufacturing
Valuation
163.9×P/E (TTM)31.9×
86.4×Forward P/E (FY2027)n/a
n/aMedian P/E at FY-end (10 FY, reported earnings)22.5×
83.90×P/S (TTM)16.26×
n/aP/B13.48×
n/aEV/EBITDA22.2×
1.78×PEG0.86×
−79.0%Fair value upside+23.4%
n/aDividend yield0.9%
n/aDividend per share$3.71
Profitability
47.1%Operating margin60.3%
n/aEBIT margin trend (5Y)1.20×
38.1%Return on equity40.0%
18.3%Return on assets21.9%
Growth
92.8%Revenue growth (YoY)36.0%
32.9%Avg. growth/yr (3Y)19.3%
32.6%Avg. growth/yr (5Y)23.5%
+90.7%Value creation/yr+26.0%
Balance & size
407.5×Interest coverage (EBIT/interest)158.1×
0.03×Debt / equity0.17×
$516BMarket cap$2.2T
healthyGrowth qualityexpensive
Taiwan Semiconductor Manufacturing, median P/E at fiscal year-end, 10 fiscal years (2016 to 2025), reported earnings: 22.5.
Forward P/E: price divided by the analyst consensus for the first fiscal year that has not started yet. The current year carries special items from quarters already reported.

Even match: 6 to 6 metric wins.

n/a = 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.

Palantir Technologies Taiwan Semiconductor Manufacturing
ProfitabilityHow much profit the company makes from its sales and capital
77
76
Quality GrowthAre margins and returns getting better?
89
88
CashflowDo the profits arrive as real cash?
89
69
Financial strengthDebt, balance sheet and risk of trouble
90
98
InvestmentDoes it invest with discipline instead of growing at any price?
33
5
Low VolatilityHow calm the share price moves, does not count
9
45
MomentumPrice trend of the last 3 to 12 months, does not count
73
63
Near the 52-week highDistance to the 52-week high, does not count
70
77
New sharesBuys back shares or issues new ones?
61
82

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyPalantir TechnologiesPrice $201Taiwan Semiconductor ManufacturingPrice $430
DCF Models−86.8%below the price$26.60−31.0%below the price$297
Earnings-Based−88.5%below the price$23.18−58.0%below the price$181
Dividend Discountn/a−87.4%below the price$54.01
Multiples−94.1%below the price$11.91−45.5%below the price$234
Asset-Based−98.9%below the price$2.15−95.0%below the price$21.51
Growth DCF−87.7%below the price$24.82−52.6%below the price$204
Economic Profit−95.0%below the price$10.13−68.3%below the price$136
Growth Earnings−83.1%below the price$33.97−30.7%below the price$298
Minimum−98.9%below the price$2.15−95.0%below the price$21.51
Maximum−83.1%below the price$33.97−30.7%below the price$298
Median−88.5%below the price$23.18−55.3%below the price$192
Geometric mean−92.8%below the price$14.50−68.2%below the price$137

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Palantir Technologies: 24 of 24 models see the stock below the current price.

Taiwan Semiconductor Manufacturing: 25 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear scenario to the optimistic bull scenario. The white tick is the current price (value above it), the green tick the fair value (value below it): if the price sits left of the fair value, there is room to rise.

Palantir Technologies
Price $201
Fair Value $42.16
Bear $23.84Bull $81.40
Taiwan Semiconductor Manufacturing
Price $430
Fair Value $531
Bear $288Bull $659

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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.

Palantir Technologies · Information Technology

Quality score76 · Top 25%
Fair value upside−79.0% · bottom 25%

Taiwan Semiconductor Manufacturing · Information Technology

Quality score77 · Top 25%
Fair value upside+23.4% · above median

Bottom line

As of Oct 15, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing as the more attractively valued of the two: Palantir Technologies trades at $201 versus a fair value of $42.16 (−79.0%), while Taiwan Semiconductor Manufacturing trades at $430 versus $531 (+23.4%).

Taiwan Semiconductor Manufacturing has the higher quality score (77/100).

Open Taiwan Semiconductor Manufacturing live analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.