Impinj Inc (PI)vsTaiwan Semiconductor Manufacturing (TSM)
PI
Impinj Inc
$120.93
-11.20%
TECHNOLOGY · Cap: $4.04B
TSM
Taiwan Semiconductor Manufacturing
$415.17
+0.68%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 1136564% more annual revenue ($4.10T vs $361.05M). TSM leads profitability with a 46.5% profit margin vs -7.7%. TSM earns a higher WallStSmart Score of 84/100 (A-).
PI
Avoid26
out of 100
Grade: F
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.8%
Fair Value
$81.75
Current Price
$120.93
$39.18 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
No standout strengths identified
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
Trading at 18.1x book value
0.0% revenue growth
Elevated debt levels
ROE of -13.6% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 63.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : PI
PI has a balanced fundamental profile.
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 : PI
The primary concerns for PI are Price/Book, Revenue Growth, Debt/Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
PI profiles as a turnaround stock while TSM is a growth play — different risk/reward profiles.
PI carries more volatility with a beta of 1.92 — 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 26/100), 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.
Impinj Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Impinj, Inc. operates a cloud connectivity platform. The company is headquartered in Seattle, Washington.
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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