Credo Technology Group Holding Ltd (CRDO)vsTaiwan Semiconductor Manufacturing (TSM)
CRDO
Credo Technology Group Holding Ltd
$192.56
+2.82%
TECHNOLOGY · Cap: $33.06B
TSM
Taiwan Semiconductor Manufacturing
$445.14
+1.54%
TECHNOLOGY · Cap: $2.25T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 278993% more annual revenue ($4.44T vs $1.59B). TSM leads profitability with a 49.9% profit margin vs 33.8%. TSM trades at a lower P/E of 32.5x. TSM earns a higher WallStSmart Score of 86/100 (A).
CRDO
Strong Buy67
out of 100
Grade: B-
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.7%
Fair Value
$140.04
Current Price
$192.56
$52.52 premium
Margin of Safety
+51.0%
Fair Value
$886.73
Current Price
$445.14
$441.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Revenue surging 114.7% year-over-year
Earnings expanding 97.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 25.2%
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 60.3%
Revenue surging 36.0% year-over-year
Earnings expanding 77.4% YoY
Areas to Watch
Trading at 13.3x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 91.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRDO
The strongest argument for CRDO centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 33.8% and operating margin at 25.2%. Revenue growth of 114.7% demonstrates continued momentum.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bear Case : CRDO
The primary concerns for CRDO are Price/Book, P/E Ratio. A P/E of 62.1x leaves little room for execution misses.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CRDO carries more volatility with a beta of 3.23 — expect wider price swings.
CRDO is growing revenue faster at 114.7% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (86/100 vs 67/100), backed by strong 49.9% margins and 36.0% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Credo Technology Group Holding Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, California.
Taiwan Semiconductor Manufacturing
TECHNOLOGY · SEMICONDUCTORS · USA
Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
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