D-Wave Quantum Inc. (QBTS)vsTaiwan Semiconductor Manufacturing (TSM)
QBTS
D-Wave Quantum Inc.
$21.69
+0.79%
TECHNOLOGY · Cap: $8.02B
TSM
Taiwan Semiconductor Manufacturing
$370.50
+1.97%
TECHNOLOGY · Cap: $1.92T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 16691255% more annual revenue ($4.10T vs $24.59M). TSM leads profitability with a 47.0% profit margin vs 0.0%. TSM earns a higher WallStSmart Score of 84/100 (A-).
QBTS
Avoid25
out of 100
Grade: F
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for QBTS.
Margin of Safety
+29.1%
Fair Value
$544.28
Current Price
$370.50
$173.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
19.2% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 37 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 9.1x book value
0.0% earnings growth
0.0% margin — thin
ROE of -77.6% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 56.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : QBTS
The strongest argument for QBTS centers on Debt/Equity, Revenue Growth. Revenue growth of 19.2% demonstrates continued momentum.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 47.0% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : QBTS
The primary concerns for QBTS are Price/Book, EPS Growth, Profit Margin.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
QBTS carries more volatility with a beta of 1.77 — expect wider price swings.
TSM is growing revenue faster at 35.1% — sustainability is the question.
TSM generates stronger free cash flow (388.2B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 25/100), backed by strong 47.0% 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.
D-Wave Quantum Inc.
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
Want to dig deeper into these stocks?