Quantum Corporation (QMCO)vsTaiwan Semiconductor Manufacturing (TSM)
QMCO
Quantum Corporation
$23.56
+1.51%
TECHNOLOGY · Cap: $849.68M
TSM
Taiwan Semiconductor Manufacturing
$417.69
+2.30%
TECHNOLOGY · Cap: $2.16T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 1499570% more annual revenue ($4.44T vs $296.10M). TSM leads profitability with a 49.9% profit margin vs -80.8%. QMCO appears more attractively valued with a PEG of 0.77. TSM earns a higher WallStSmart Score of 86/100 (A).
QMCO
Buy51
out of 100
Grade: C-
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for QMCO.
Margin of Safety
+53.2%
Fair Value
$892.06
Current Price
$417.69
$474.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 25.7% year-over-year
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
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 85.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : QMCO
The strongest argument for QMCO centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 25.7% demonstrates continued momentum. PEG of 0.77 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 : QMCO
The primary concerns for QMCO are EPS Growth, Market Cap, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
QMCO carries more volatility with a beta of 3.00 — 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.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (86/100 vs 51/100), backed by strong 49.9% margins and 36.0% revenue growth. 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.
Quantum Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Quantum Corporation offers products for storing and managing digital video and unstructured data in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in San Jose, California.
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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