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Fair Value for TSMC (TSM)

See growth priced into TSMC (TSM): reverse DCF, implied rate vs history and analysts, FCF view. Free intrinsic value calculator for education.

Fair value (multi-method)

Four independent methods triangulate what TSM is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.

Estimated fair value (Forward DCF)

$28,916.39

Margin of safety
+98.56% vs current price $415.17

Method range

$10.52 $28,916.39

median $415.01

Methods disagree

Valuation methods

Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.

  • Forward DCF$28,916.39
  • Exit multiple$402.52
  • Analyst target$427.50
  • Graham number$10.52

Stock price

$415.17

FCF / share (TTM)

$72.72

3Y FCF CAGR

43.0%

Fair value @ hist. growth

$15113.11

This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.

Implied FCF growth

-8.8%

per year over your projection horizon

Discount vs DCF

Margin of safety 97.3% vs hist-growth DCF

Historical 3Y CAGR

43.0%

Your model implies

-8.8%

Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.

Model inputs

Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.

Discount rate (cost of equity proxy)10.9%
Terminal growth2.50%
Projection years10 yr
FCF growth per year (supplemental projection)43%

Undiscounted FCF per share over 10 years at 43% annual growth.

Cumulative FCF covers the current price by year 3.

Sensitivity — implied growth vs your assumptions

Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.

Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount1.5%2.0%2.5%3.0%3.5%
8.9%-11.0%-11.4%-11.8%-12.2%-12.7%
9.9%-9.6%-9.9%-10.3%-10.6%-11.0%
10.9%-8.2%-8.5%-8.8%-9.1%-9.5%
11.9%-7.0%-7.2%-7.5%-7.7%-8.0%
12.9%-5.7%-5.9%-6.2%-6.4%-6.7%
Color≤ historical CAGRModerate premiumHigh premium (≥ 15pp above hist)Your inputs

Historical multiples

Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.

P/EToday28.4
5Y low11.9
Median28.4
5Y high29.1
P/SToday12.8· at high
5Y low5.2
Median10.9
5Y high12.8
EV/EBITDAToday17.3· at high
5Y low7.1
Median15.5
5Y high17.3

PEG

1.83

Fair vs growth

Net cash

$1.7T

Total debt − cash

Beta

1.26

Vs market benchmark

Frequently asked questions