Taiwan Semiconductor Manufacturing Co. vs Nvidia: Fair Value & Quality
Both stocks run through our valuation models. Here is how Taiwan Semiconductor Manufacturing Co. (2330) and Nvidia (NVDA) compare, as of Aug 14, 2026.
As of Aug 14, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing Co. as the less overvalued of the two: Taiwan Semiconductor Manufacturing Co. trades at TWD 2,395 versus a fair value of TWD 1,855 (-23%), while Nvidia trades at $225 versus $98.98 (-56%).
Taiwan Semiconductor Manufacturing Co.
2330.TW · TWD · Information Technology
-23%
upside to fair value
overvalued
PriceTWD 2,395
Fair ValueTWD 1,855
Quality72/100
Nvidia
NVDA · USD · Information Technology
-56%
upside to fair value
overvalued
Price$225
Fair Value$98.98
Quality74/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Taiwan Semiconductor Manufacturing Co.Nvidia
Valuation
26.8×P/E (TTM)33.8×
14.47×P/S (TTM)20.16×
10.96×P/B32.48×
20.1×EV/EBITDA30.9×
0.91×PEG0.65×
—Dividend yield0.0%
TWD 24.00Dividend per share$0.04
Profitability
47%Net margin63%
58%Operating margin66%
36%Return on equity114%
17%Return on assets53%
Growth
35%Revenue growth (YoY)85%
18.9%Avg. growth/yr (3Y)100.0%
23.3%Avg. growth/yr (5Y)66.9%
Balance & size
0.17×Debt / equity0.05×
$1.8TMarket cap$5.1T
expensiveGrowth qualityhealthy
Nvidia leads: 4 to 9 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.
Taiwan Semiconductor Manufacturing Co.of which business quality 73 · market factors 75Nvidiaof which business quality 74 · market factors 50
ProfitabilityMargins and returns on capital today
76
96
Quality GrowthAre margins and returns improving?
80
34
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
5
32
Low VolatilityCalm price path (market factor)
51
26
MomentumPrice trend over the last 3–12 months (market factor)
79
54
52W MomentumDistance to the 52-week high (market factor)
95
72
Net IssuanceBuybacks instead of dilution
82
91
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.
Taiwan Semiconductor Manufacturing Co.
DCF ModelsTWD 1,876
Earnings-BasedTWD 1,147
Dividend DiscountTWD 344
MultiplesTWD 1,491
Asset-BasedTWD 140
Growth DCFTWD 1,290
Economic ProfitTWD 888
Growth EarningsTWD 1,893
23 of 26 models see the stock below the current price.
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.
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.
Taiwan Semiconductor Manufacturing Co.
Bear TWD 965Fair Value TWD 1,855Bull TWD 2,461
TWD 2,395 = current price (white tick)
Nvidia
Bear $64.72Fair Value $98.98Bull $234
$225 = 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.
Taiwan Semiconductor Manufacturing Co. · Information Technology
Quality score72 · Top 25%
Fair value upside-23% · above median
Nvidia · Information Technology
Quality score74 · Top 25%
Fair value upside-56% · below median
Bottom line
As of Aug 14, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing Co. as the less overvalued of the two: Taiwan Semiconductor Manufacturing Co. trades at TWD 2,395 versus a fair value of TWD 1,855 (-23%), while Nvidia trades at $225 versus $98.98 (-56%).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
