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STOCK COMPARISON

Palantir vs TSMC: Fair Value & Quality

Both stocks run through our valuation models. Here is how Palantir (PLTR) and TSMC (TSM) compare, as of Nov 6, 2026.

As of Nov 6, 2026, Fair Value Calculator sees TSMC as the more attractively valued of the two: Palantir trades at $160 versus a fair value of $42.20 (−73.7%), while TSMC trades at $375 versus $413 (+10.0%).
Palantir
PLTR · USD · Information Technology
−73.7%
upside to fair value
overvalued
Price$160
Fair Value$42.20
Quality78/100
Fair ValueQualityUptrend
TSMC
TSM · USD · Information Technology
+10.0%
upside to fair value
fairly valued
Price$375
Fair Value$413
Quality75/100
Fair ValueQualityUptrend
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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

PalantirTSMC
Valuation
109.1×P/E (TTM)24.3×
64.4×Forward P/E (FY2027)n/a
n/aMedian P/E at FY-end (10 FY, reported earnings)22.5×
56.55×P/S (TTM)12.46×
n/aP/B11.50×
n/aEV/EBITDA16.5×
1.56×PEG0.76×
−73.7%Fair value upside+10.0%
n/aDividend yield1.0%
n/aDividend per share$3.71
Profitability
46.9%Operating margin58.7%
n/aEBIT margin trend (5Y)1.20×
40.9%Return on equity41.9%
18.3%Return on assets21.9%
Growth
95.9%Revenue growth (YoY)50.9%
32.9%Avg. growth/yr (3Y)19.3%
32.6%Avg. growth/yr (5Y)23.5%
+88.5%Value creation/yr+26.1%
Balance & size
407.5×Interest coverage (EBIT/interest)158.1×
0.03×Debt / equity0.17×
$412BMarket cap$1.9T
healthyGrowth qualityexpensive
TSMC, 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 TSMC
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
8
42
Price momentumPrice momentum of the last 3 to 12 months, does not count
45
50
Near the 52-week highDistance to the 52-week high, does not count
35
57
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 familyPalantirPrice $160TSMCPrice $375
DCF Models−87.2%below the price$20.48−33.1%below the price$251
Earnings-Based−85.6%below the price$23.12−52.7%below the price$177
Dividend Discountn/a−87.5%below the price$46.97
Multiples−91.6%below the price$13.50−40.2%below the price$224
Asset-Based−98.1%below the price$2.97−98.1%below the price$7.29
Growth DCF−87.6%below the price$19.97−51.3%below the price$183
Economic Profit−95.0%below the price$8.01−67.4%below the price$122
Growth Earnings−78.9%below the price$33.88−22.1%below the price$293
Matching families7 of 8
Minimum−98.1%below the price$2.97−98.1%below the price$7.29
Maximum−78.9%below the price$33.88−22.1%below the price$293
Median−87.6%below the price$19.97−51.3%below the price$183
Geometric mean−91.3%below the price$13.95−66.7%below the price$125
Ahead family by family0 of 76 of 7

Minimum, maximum, median and geometric mean only use the families both stocks have (matching families: 7 of 8), so a family without a value on one side does not distort the comparison. Ahead in a family is the stock whose fair value there sits higher relative to its price. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Family by family: TSMC is ahead in 6 of 7 shared families, Palantir in none. Tied: 1 family.

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

TSMC: 25 of 26 models see the stock below the current price.

TSMC: The fair value at the top is not the result of a single model. It starts from the evidence-weighted blend of the models and is adjusted afterwards, so it can sit above or below the models.

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
Price $160
Fair Value $42.20
Bear $23.80Bull $81.60
TSMC
Price $375
Fair Value $413
Bear $225Bull $513

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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 · Information Technology

Quality score78 · Top 25%
Fair value upside−73.7% · bottom 25%

TSMC · Information Technology

Quality score75 · Top 25%
Fair value upside+10.0% · above median

Bottom line

As of Nov 6, 2026, Fair Value Calculator sees TSMC as the more attractively valued of the two: Palantir trades at $160 versus a fair value of $42.20 (−73.7%), while TSMC trades at $375 versus $413 (+10.0%).

Palantir has the higher quality score (78/100).

Open TSMC 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.