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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 Sep 23, 2026.

As of Sep 23, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing as the more attractively valued of the two: Palantir Technologies trades at $183 versus a fair value of $42.96 (-77%), while Taiwan Semiconductor Manufacturing trades at $445 versus $490 (+10%).
Palantir Technologies
PLTR · USD · Information Technology
-77%
upside to fair value
overvalued
Price$183
Fair Value$42.96
Quality69/100
Taiwan Semiconductor Manufacturing
TSM · USD · Information Technology
+10%
upside to fair value
fairly valued
Price$445
Fair Value$490
Quality78/100
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Head-to-head numbers

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

Palantir TechnologiesTaiwan Semiconductor Manufacturing
Valuation
149.4×P/E (TTM)37.3×
61.69×P/S (TTM)15.53×
43.63×P/B12.87×
EV/EBITDA21.1×
1.92×PEG1.01×
−76.5%Fair value upside+10.0%
0.1%Dividend yield0.9%
Dividend per share$3.71
Profitability
46%Operating margin60%
EBIT margin trend (5Y)1.20×
33%Return on equity40%
15%Return on assets19%
Growth
85%Revenue growth (YoY)36%
32.9%Avg. growth/yr (3Y)19.3%
32.6%Avg. growth/yr (5Y)23.5%
+90.8%Value creation/yr+26.0%
Balance & size
407.5×Interest coverage (EBIT/interest)158.1×
0.03×Debt / equity0.17×
$322BMarket cap$2.2T
healthyGrowth qualityexpensive

Taiwan Semiconductor Manufacturing leads: 6 to 8 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.

Palantir Technologiesof which business quality 71 · market factors 47 Taiwan Semiconductor Manufacturingof which business quality 74 · market factors 70
ProfitabilityMargins and returns on capital today
77
76
Quality GrowthAre margins and returns improving?
89
88
CashflowEarnings quality: real cash, not paper profit
89
69
Fin. StrengthBalance sheet, leverage, solvency risk
90
98
InvestmentDisciplined investing over empire-building
33
5
Low VolatilityCalm price path (market factor)
10
43
MomentumPrice trend over the last 3–12 months (market factor)
65
75
52W MomentumDistance to the 52-week high (market factor)
57
93
Net IssuanceShare count: buybacks or dilution?
18
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 $183Taiwan Semiconductor ManufacturingPrice $445
DCF Models-85%below the price$26.63+2033%above the price$9,497
Earnings-Based-87%below the price$23.23+1206%above the price$5,813
Dividend Discount-98%below the price$4.15+290%above the price$1,737
Multiples-93%below the price$11.93+1592%above the price$7,530
Asset-Based-99%below the price$2.16+55%above the price$692
Growth DCF-86%below the price$24.84+1364%above the price$6,519
Economic Profit-94%below the price$10.14+910%above the price$4,495
Growth Earnings-81%below the price$34.04+2053%above the price$9,584
Minimum-99%below the price$2.16+55%above the price$692
Maximum-81%below the price$34.04+2053%above the price$9,584
Median-90%below the price$17.58+1285%above the price$6,166
Geometric mean-93%below the price$12.42+888%above the price$4,399

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

Taiwan Semiconductor Manufacturing: 0 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 $183
Fair Value $42.96
Bear $24.04Bull $83.72
Taiwan Semiconductor Manufacturing
Price $445
Fair Value $490
Bear $265Bull $651

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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 score69 · Top 25%
Fair value upside-77% · bottom 25%

Taiwan Semiconductor Manufacturing · Information Technology

Quality score78 · Top 25%
Fair value upside+10% · above median

Bottom line

As of Sep 23, 2026, Fair Value Calculator sees Taiwan Semiconductor Manufacturing as the more attractively valued of the two: Palantir Technologies trades at $183 versus a fair value of $42.96 (-77%), while Taiwan Semiconductor Manufacturing trades at $445 versus $490 (+10%).

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

Open Taiwan Semiconductor Manufacturing in the app →

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