STOCK COMPARISON
Taiwan Semiconductor Co vs Nvidia: Fair Value & Quality
Both stocks run through our valuation models. Here is how Taiwan Semiconductor Co (5425) and Nvidia (NVDA) compare, as of Aug 10, 2026.
As of Aug 10, 2026, Fair Value Calculator sees Taiwan Semiconductor Co as the less overvalued of the two: Taiwan Semiconductor Co trades at TWD 82.50 versus a fair value of TWD 51.98 (-37%), while Nvidia trades at $224 versus $96.91 (-57%).
Taiwan Semiconductor Co
5425.TWO · TWD · Information Technology
-37%
upside to fair value
overvalued
PriceTWD 82.50
Fair ValueTWD 51.98
Quality68/100
Nvidia
NVDA · USD · Information Technology
-57%
upside to fair value
overvalued
Price$224
Fair Value$96.91
Quality74/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Taiwan Semiconductor CoNvidia
Valuation
42.9×P/E (TTM)32.3×
1.22×P/S (TTM)20.16×
2.84×P/B32.48×
8.8×EV/EBITDA30.9×
—PEG0.65×
2.2%Dividend yield0.0%
TWD 2.00Dividend per share$0.04
Profitability
3%Net margin63%
9%Operating margin66%
10%Return on equity114%
4%Return on assets53%
Growth
-3%Revenue growth (YoY)85%
4.6%Avg. growth/yr (3Y)100.0%
11.6%Avg. growth/yr (5Y)66.9%
Balance & size
0.41×Debt / equity0.05×
$675MMarket cap$5.1T
healthyGrowth 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 Coof which business quality 67 · market factors 61
Nvidiaof which business quality 74 · market factors 53
ProfitabilityMargins and returns on capital today
39
96
Quality GrowthAre margins and returns improving?
60
34
CashflowEarnings quality: real cash, not paper profit
68
81
Fin. StrengthBalance sheet, leverage, solvency risk
70
83
InvestmentDisciplined investing over empire-building
88
32
Low VolatilityCalm price path (market factor)
20
26
MomentumPrice trend over the last 3–12 months (market factor)
84
61
52W MomentumDistance to the 52-week high (market factor)
69
72
Net IssuanceBuybacks instead of dilution
92
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 Co
DCF ModelsTWD 108
Earnings-BasedTWD 31.02
Dividend DiscountTWD 35.60
MultiplesTWD 61.24
Asset-BasedTWD 20.94
Growth DCFTWD 128
Economic ProfitTWD 40.16
Growth EarningsTWD 31.40
16 of 26 models see the stock below the current price.
Nvidia
DCF Models$128
Earnings-Based$148
Dividend Discount$0.77
Multiples$47.03
Asset-Based$4.35
Growth DCF$92.69
Economic Profit$106
Growth Earnings$179
25 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 Co
Bear TWD 38.98Fair Value TWD 51.98Bull TWD 64.97
TWD 82.50 = current price (white tick)
Nvidia
Bear $53.60Fair Value $96.91Bull $178
$224 = current price (white tick)
Compare two other stocks
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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 Co · Information Technology
Quality score68 · Top 25%
Fair value upside-37% · below median
Nvidia · Information Technology
Quality score74 · Top 25%
Fair value upside-57% · below median
Bottom line
As of Aug 10, 2026, Fair Value Calculator sees Taiwan Semiconductor Co as the less overvalued of the two: Taiwan Semiconductor Co trades at TWD 82.50 versus a fair value of TWD 51.98 (-37%), while Nvidia trades at $224 versus $96.91 (-57%).
Nvidia has the higher quality score (74/100).
See the full analysis →
More comparisons
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
