Roadzen Inc. (RDZN)vsTaiwan Semiconductor Manufacturing (TSM)
RDZN
Roadzen Inc.
$1.20
+4.35%
TECHNOLOGY · Cap: $110.72M
TSM
Taiwan Semiconductor Manufacturing
$418.01
-1.02%
TECHNOLOGY · Cap: $2.22T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 7357678% more annual revenue ($4.44T vs $60.35M). TSM leads profitability with a 49.9% profit margin vs -46.9%. RDZN trades at a lower P/E of 6.2x. TSM earns a higher WallStSmart Score of 86/100 (A).
RDZN
Avoid29
out of 100
Grade: F
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.9%
Fair Value
$2.47
Current Price
$1.20
$1.27 discount
Margin of Safety
+50.6%
Fair Value
$889.36
Current Price
$418.01
$471.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 49.0% year-over-year
Conservative balance sheet, low leverage
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
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 85.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : RDZN
The strongest argument for RDZN centers on P/E Ratio, Revenue Growth, Debt/Equity. Revenue growth of 49.0% 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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bear Case : RDZN
The primary concerns for RDZN 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
RDZN profiles as a hypergrowth 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.
RDZN is growing revenue faster at 49.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 29/100), backed by strong 49.9% margins and 36.0% revenue growth. RDZN offers better value entry with a 38.9% margin of safety. 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.
Roadzen Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
RoadZen, lnc. The company is headquartered in New Delhi, India.
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 - APPLICATION Stocks
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