Progress Software Corporation (PRGS)vsTaiwan Semiconductor Manufacturing (TSM)
PRGS
Progress Software Corporation
$42.71
+5.80%
TECHNOLOGY · Cap: $1.66B
TSM
Taiwan Semiconductor Manufacturing
$374.67
+7.64%
TECHNOLOGY · Cap: $2.07T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 442301% more annual revenue ($4.44T vs $1.00B). TSM leads profitability with a 49.9% profit margin vs 8.9%. TSM appears more attractively valued with a PEG of 1.01. TSM earns a higher WallStSmart Score of 84/100 (A-).
PRGS
Buy63
out of 100
Grade: C+
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.6%
Fair Value
$55.05
Current Price
$42.71
$12.34 discount
Margin of Safety
+56.3%
Fair Value
$897.55
Current Price
$374.67
$522.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 28.2% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 60.3%
Revenue surging 36.0% year-over-year
Earnings expanding 77.4% YoY
Areas to Watch
Smaller company, higher risk/reward
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Trading at 85.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : PRGS
The strongest argument for PRGS centers on EPS Growth. PEG of 1.36 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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bear Case : PRGS
The primary concerns for PRGS are Market Cap, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.62 is elevated, increasing financial risk.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
PRGS profiles as a value stock while TSM is a growth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.25 — expect wider price swings.
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (84/100 vs 63/100), backed by strong 49.9% margins and 36.0% revenue growth. PRGS offers better value entry with a 25.6% 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.
Progress Software Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Progress Software Corporation develops business applications. The company is headquartered in Bedford, Massachusetts.
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 SOFTWARE - INFRASTRUCTURE Stocks
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