Lattice Semiconductor Corporation (LSCC)vsTaiwan Semiconductor Manufacturing (TSM)
LSCC
Lattice Semiconductor Corporation
$100.72
+2.28%
TECHNOLOGY · Cap: $13.48B
TSM
Taiwan Semiconductor Manufacturing
$347.75
+1.31%
TECHNOLOGY · Cap: $1.71T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 727844% more annual revenue ($3.81T vs $523.26M). TSM leads profitability with a 45.1% profit margin vs 0.6%. LSCC appears more attractively valued with a PEG of 0.59. TSM earns a higher WallStSmart Score of 82/100 (A-).
LSCC
Hold41
out of 100
Grade: D
TSM
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75450.0%
Fair Value
$0.14
Current Price
$100.72
$100.58 premium
Margin of Safety
+20.3%
Fair Value
$483.91
Current Price
$347.75
$136.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 24.2% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 53.9%
Generating 388.2B in free cash flow
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 19.3x book value
ROE of 0.4% — below average capital efficiency
0.6% margin — thin
Operating margin of 1.8%
Premium valuation, high expectations priced in
Trading at 52.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LSCC
The strongest argument for LSCC centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 24.2% 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 45.1% and operating margin at 53.9%. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : LSCC
The primary concerns for LSCC are Price/Book, Return on Equity, Profit Margin. A P/E of 4923.5x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
LSCC carries more volatility with a beta of 1.68 — expect wider price swings.
LSCC is growing revenue faster at 24.2% — sustainability is the question.
TSM generates stronger free cash flow (388.2B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (82/100 vs 41/100), backed by strong 45.1% margins and 20.5% revenue growth. Both earn "Exceptional Buy" and "Hold" 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.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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