Everspin Technologies Inc (MRAM)vsTaiwan Semiconductor Manufacturing (TSM)
MRAM
Everspin Technologies Inc
$23.66
-16.75%
TECHNOLOGY · Cap: $569.78M
TSM
Taiwan Semiconductor Manufacturing
$415.17
+0.68%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 7207825% more annual revenue ($4.10T vs $56.94M). TSM leads profitability with a 46.5% profit margin vs 0.5%. TSM trades at a lower P/E of 36.2x. TSM earns a higher WallStSmart Score of 84/100 (A-).
MRAM
Avoid24
out of 100
Grade: F
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.5%
Fair Value
$7.28
Current Price
$23.66
$16.38 premium
Margin of Safety
+49.5%
Fair Value
$839.44
Current Price
$415.17
$424.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.4% — below average capital efficiency
0.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 63.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MRAM
The strongest argument for MRAM centers on Debt/Equity. Revenue growth of 13.2% 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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : MRAM
The primary concerns for MRAM are Market Cap, Return on Equity, Profit Margin. A P/E of 2430.0x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
MRAM profiles as a value stock while TSM is a growth play — different risk/reward profiles.
MRAM carries more volatility with a beta of 1.88 — expect wider price swings.
TSM is growing revenue faster at 35.1% — sustainability is the question.
TSM generates stronger free cash flow (377.1B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (84/100 vs 24/100), backed by strong 46.5% margins and 35.1% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Everspin Technologies Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Everspin Technologies, Inc. manufactures and sells Random Access Magnetoresistive Memory (MRAM) products in the United States, Hong Kong, Japan, China, Germany, and internationally. The company is headquartered in Chandler, Arizona.
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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