D-Wave Quantum Inc. Common Stock (QBTS)vsTaiwan Semiconductor Manufacturing (TSM)
QBTS
D-Wave Quantum Inc. Common Stock
$11.78
-8.08%
TECHNOLOGY · Cap: $4.47B
TSM
Taiwan Semiconductor Manufacturing
$412.61
-2.28%
TECHNOLOGY · Cap: $2.19T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 35738269% more annual revenue ($4.44T vs $12.43M). TSM leads profitability with a 49.9% profit margin vs 0.0%. TSM earns a higher WallStSmart Score of 86/100 (A).
QBTS
Avoid20
out of 100
Grade: F
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for QBTS.
Margin of Safety
+52.1%
Fair Value
$881.77
Current Price
$412.61
$469.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
0.0% earnings growth
0.0% margin — thin
ROE of -32.7% — below average capital efficiency
Revenue declined 0.6%
Moderate valuation
Trading at 64.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : QBTS
The strongest argument for QBTS centers on Debt/Equity, Altman Z-Score.
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 : QBTS
The primary concerns for QBTS are EPS Growth, Profit Margin, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
QBTS profiles as a value stock while TSM is a growth play — different risk/reward profiles.
QBTS carries more volatility with a beta of 2.17 — expect wider price swings.
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (284.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 20/100), backed by strong 49.9% margins and 36.0% 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.
D-Wave Quantum Inc. Common Stock
TECHNOLOGY · COMPUTER HARDWARE · USA
D-Wave Quantum Inc. develops and offers quantum computing systems, software and services worldwide. The company is headquartered in Burnaby, Canada.
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 COMPUTER HARDWARE Stocks
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