Liveramp Holdings Inc (RAMP)vsTaiwan Semiconductor Manufacturing (TSM)
RAMP
Liveramp Holdings Inc
$37.42
+0.11%
TECHNOLOGY · Cap: $2.26B
TSM
Taiwan Semiconductor Manufacturing
$415.17
+0.68%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 504723% more annual revenue ($4.10T vs $812.94M). TSM leads profitability with a 46.5% profit margin vs 17.9%. RAMP appears more attractively valued with a PEG of 0.59. TSM earns a higher WallStSmart Score of 84/100 (A-).
RAMP
Strong Buy69
out of 100
Grade: B-
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.7%
Fair Value
$42.78
Current Price
$37.42
$5.36 discount
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
Earnings expanding 275.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
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
No major concerns identified
Premium valuation, high expectations priced in
Trading at 63.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : RAMP
The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.9% and operating margin at 9.0%. PEG of 0.59 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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : RAMP
No major red flags identified for RAMP, but monitor valuation.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
RAMP profiles as a mature 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 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 69/100), backed by strong 46.5% margins and 35.1% revenue growth. RAMP offers better value entry with a 45.7% margin of safety. Both earn "Exceptional Buy" and "Strong 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.
Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, 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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