GOOG vs TSM Stock Comparison

Alphabet Inc. vs Taiwan Semiconductor Manufacturing Company Limited

Data as of Sep 5, 2026· market close· Cross-sector · Communication Services vs Technology· Coverage 66/66 fields· High confidence
AIQ VerdictFragileAIQ Comparison Conviction 2/10

GOOG and TSM are effectively level

GOOG and TSM are effectively level on the AIQ Score; the factor table below shows where each one holds its advantage.

Evidence agreement: 2 of 6Comparison trend: Weakening
GOOG

Alphabet Inc.

AIQ Score
62/100
AIQ Edge Score
9/10
TSM

Taiwan Semiconductor Manufacturing Company Limited

AIQ Score
62/100
AIQ Edge Score
8/10

The Algovestiq AIQ Score does not currently separate GOOG and TSM as of Sep 5, 2026. Both names are scored on the same 0–100 scale across Quality, Value, Momentum and Risk Resilience, and the factor table below shows where each one holds its advantage.

Compare Alphabet Inc. and Taiwan Semiconductor Manufacturing Company Limited across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.

Compare GOOG and TSM against another ticker

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AIQ Factor Divergence

Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.

GOOG advantage
0
TSM advantage
  • Risk Resilience15%76 vs 69
    GOOG +7
  • Value30%39 vs 42
    Even
  • Quality30%95 vs 96
    Even
  • Momentum25%42 vs 42
    Even

Neither name separates cleanly on the covered dimensions.

What changed since the last close

Latest scored session 2026-09-04, compared against the prior scored session 2026-09-03.

GOOG0 AIQ

No factor moved materially.

No new signals fired.

TSM0 AIQ

No factor moved materially.

No new signals fired.

Deeper signal detail for each name lives on its own signals page — GOOG and TSM both carry a full feed there.

Which one fits your objective

The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.

Balanced

Even

Neither separates on the overall score.

Growth

GOOG

GOOG on combined revenue and EPS growth.

Value

Even

The two are level on Value.

Momentum

Even

The two are level on Momentum.

Lower downside

GOOG

GOOG on Risk Resilience, by 7 points.

Analyst upside

TSM

TSM on implied upside to the consensus price target.

AIQ vs Wall Street

Where the systematic read and the analyst consensus line up — and where they do not.

MeasureGOOGTSMNote
Implied upside to target+29.9%+35.1%TSM has more room
Target dispersion+37.9%+38%Lower is tighter analyst agreement
ConsensusBuyBuyContext, not a primary driver
Analysts covering186Higher coverage generally improves confidence

Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.

AIQ Agreement Matrix

How each independent group of evidence reads the pair.

Evidence groupFavorsReading
AIQ ScoreEven62 vs 62
FundamentalsTSMon balancerevenue growth 9% vs 12%; EPS growth 78.5% vs 22.1%; TTM ROE 50.8% vs 39.3%; gross margin 60.9% vs 64.2%; operating margin 33.1% vs 56% — TSM takes 3 of 5 decided legs, not all of them
ValuationEvenValue 39 vs 42
TechnicalsTSMPrice vs 50-day -3.3% vs 2%; vs 200-day 1.4% vs 12.1%
Risk ResilienceGOOGRisk Resilience 76 vs 69
Analyst expectationsTSMTarget upside 29.9% vs 35.1%

AIQ Decision Stability

Fragile

The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.

  • The AIQ gap is narrow at 0 points. (argues the conclusion is provisional)
  • Only 2 of 6 covered evidence groups agree. (argues the conclusion is provisional)
  • The leader's advantage has been narrowing. (argues the conclusion is provisional)

How the comparison changed

120 daily snapshots · Apr 23 Sep 4

TSM lead: Weakening — the AIQ differential moved from 9 to 0 points over 30 sessions.

Apr 23GOOG leads above the line · TSM leads belowSep 4
Today
Level
62 vs 62
7 sessions ago
TSM +6
56 vs 62
30 sessions ago
TSM +9
61 vs 70
90 sessions ago
TSM +6
59 vs 65

The lead changed hands 11 times in this window, most recently on Aug 11 when TSM moved ahead of GOOG.

AIQ Signal Divergence

Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.

GOOGConflicted

1 bullish / 1 bearish, conflicted

  • Golden Cross Active bullish, trend, long horizon (3.63%)
  • MACD Bearish Crossover bearish, momentum, short horizon
TSMConflicted

1 bullish / 1 bearish, conflicted

  • Golden Cross Active bullish, trend, long horizon (13.02%)
  • MACD Bearish Crossover bearish, momentum, short horizon

Price vs model alignment

Whether the latest session's price move confirms what the model did over the same session, or contradicts it.

GOOGNo material change

Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -1.11%, AIQ 0 points).

TSMNo material change

Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price +2.85%, AIQ 0 points).

The full evidence

Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.

Fundamentals

TSM leads on balance
MetricGOOGTSM
Revenue growth (YoY)9%12%
EPS growth (YoY)78.5%22.1%
Gross margin60.9%64.2%
Operating margin33.1%56%
Return on equity (TTM)50.8%39.3%
Debt to equity0.180.15

Performance

TSM leads 5 of 6 windows
MetricGOOGTSM
1 week (5 sessions)0.4%-2.4%
1 month (20 sessions)-4.9%-0.3%
3 months (63 sessions)-8.2%-4.8%
6 months (126 sessions)12.7%17.8%
Year to date8.1%37.2%
1 year (252 sessions)60%82.6%

Technicals

TSM has the stronger structure
MetricGOOGTSM
RSI (14)44.843.6
ADX (14)6.97.6
Price vs 50-day-3.3%2%
Price vs 200-day1.4%12.1%
Volatility (1M, annualized)19.7%24.3%

Risk

GOOG is the more resilient
MetricGOOGTSM
Beta1.342.18
Sharpe ratio1.271.57
Sortino ratio2.172.52
Max drawdown-20.8%-21.6%
Current drawdown-15%-12.7%
Annualized volatility31%40.4%
Value at risk (95%)-2.5%-4.1%

Straight answers

Each answer is regenerated from the current snapshot, not written once and left to age.

Which has more analyst upside, GOOG or TSM?

Analyst price targets imply +29.9% upside for GOOG and +35.1% for TSM, so the Street currently favors TSM. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.

Which is better value, GOOG or TSM?

Neither name separates on the peer-relative Value factor. The two are level on Value. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.

Which has stronger growth, GOOG or TSM?

GOOG on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.

Which has stronger momentum, GOOG or TSM?

The two are level on Momentum. Momentum carries 25% of the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.

Which is riskier, GOOG or TSM?

GOOG is the more resilient of the two, so the other name carries the higher downside risk. GOOG on Risk Resilience, by 7 points. The Risk Resilience factor weights 15% of the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.

Is GOOG more profitable than TSM?

The profitability evidence is mixed: gross margin 60.9% vs 64.2%; operating margin 33.1% vs 56%; ttm roe 50.8% vs 39.3%. GOOG leads on one measure and TSM on two measures, and there is no single profitability composite that resolves the split — which of the two reads as "more profitable" depends on whether you weight pricing power or operating leverage.

What do the current signals say about GOOG and TSM?

GOOG: 1 bullish / 1 bearish, conflicted. TSM: 1 bullish / 1 bearish, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on GOOG is Golden Cross Active (bullish, long horizon). On TSM it is Golden Cross Active (bullish, long horizon).

Compare GOOG and TSM with others

How this comparison is scored

The Algovestiq AIQ Score composites four factors — Quality (30%), Value (30%), Momentum (25%) and Risk (15%). Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.

The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.

How to use side-by-side comparison →

This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.