Insight Enterprises Inc (NSIT)vsTaiwan Semiconductor Manufacturing (TSM)
NSIT
Insight Enterprises Inc
$177.84
-0.29%
TECHNOLOGY · Cap: $4.71B
TSM
Taiwan Semiconductor Manufacturing
$439.51
-1.75%
TECHNOLOGY · Cap: $2.27T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 57534% more annual revenue ($4.94T vs $8.58B). TSM leads profitability with a 51.1% profit margin vs 2.5%. TSM appears more attractively valued with a PEG of 0.77. TSM earns a higher WallStSmart Score of 86/100 (A).
NSIT
Strong Buy68
out of 100
Grade: B-
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.1%
Fair Value
$50.85
Current Price
$177.84
$126.99 premium
Margin of Safety
+55.1%
Fair Value
$979.05
Current Price
$439.51
$539.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 37 in profit
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 58.7%
Revenue surging 50.9% year-over-year
Earnings expanding 68.7% YoY
Areas to Watch
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
Moderate valuation
Trading at 83.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.99 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 51.1% and operating margin at 58.7%. Revenue growth of 50.9% demonstrates continued momentum.
Bear Case : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.5% margins leave little buffer for downturns.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
NSIT profiles as a value stock while TSM is a growth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.24 — expect wider price swings.
TSM is growing revenue faster at 50.9% — sustainability is the question.
TSM generates stronger free cash flow (510.1B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 68/100), backed by strong 51.1% margins and 50.9% 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.
Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, 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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