Universal Display (OLED)vsTaiwan Semiconductor Manufacturing (TSM)
OLED
Universal Display
$90.41
+0.06%
TECHNOLOGY · Cap: $3.58B
TSM
Taiwan Semiconductor Manufacturing
$436.87
+0.60%
TECHNOLOGY · Cap: $2.27T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 814656% more annual revenue ($4.94T vs $606.91M). TSM leads profitability with a 51.1% profit margin vs 32.2%. TSM appears more attractively valued with a PEG of 0.77. TSM earns a higher WallStSmart Score of 86/100 (A).
OLED
Buy58
out of 100
Grade: C
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$329.37
Current Price
$90.41
$238.96 discount
Margin of Safety
+55.1%
Fair Value
$979.05
Current Price
$436.87
$542.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 35.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
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
Weak financial health signals
Revenue declined 11.4%
Earnings declined 24.9%
Moderate valuation
Trading at 83.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.2% and operating margin at 35.3%. PEG of 1.23 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 : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
OLED profiles as a declining stock while TSM is a growth play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.53 — 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 58/100), backed by strong 51.1% margins and 50.9% revenue growth. OLED offers better value entry with a 59.9% margin of safety. 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.
Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
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 ELECTRONIC COMPONENTS Stocks
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