Lattice Semiconductor Corporation (LSCC)vsTaiwan Semiconductor Manufacturing (TSM)
LSCC
Lattice Semiconductor Corporation
$122.53
+4.51%
TECHNOLOGY · Cap: $15.73B
TSM
Taiwan Semiconductor Manufacturing
$445.14
+1.54%
TECHNOLOGY · Cap: $2.25T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 681881% more annual revenue ($4.44T vs $651.12M). TSM leads profitability with a 49.9% profit margin vs 5.6%. LSCC appears more attractively valued with a PEG of 0.59. TSM earns a higher WallStSmart Score of 86/100 (A).
LSCC
Buy58
out of 100
Grade: C
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LSCC.
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
Revenue surging 62.2% year-over-year
Earnings expanding 600.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
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
ROE of 4.6% — below average capital efficiency
5.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 91.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LSCC
The strongest argument for LSCC centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 62.2% demonstrates continued momentum. PEG of 0.59 suggests the stock is reasonably priced for its growth.
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 : LSCC
The primary concerns for LSCC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 426.8x leaves little room for execution misses.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
LSCC profiles as a hypergrowth stock while TSM is a growth play — different risk/reward profiles.
LSCC carries more volatility with a beta of 1.78 — expect wider price swings.
LSCC is growing revenue faster at 62.2% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 58/100), backed by strong 49.9% margins and 36.0% revenue growth. Both earn "Exceptional Buy" and "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.
Lattice Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Lattice Semiconductor Corporation, develops and sells semiconductor products in Asia, Europe and America. The company is headquartered in Hillsboro, Oregon.
Visit Website →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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