Roper Technologies Inc (ROP)vsTaiwan Semiconductor Manufacturing (TSM)
ROP
Roper Technologies Inc
$440.66
+1.42%
TECHNOLOGY · Cap: $37.82B
TSM
Taiwan Semiconductor Manufacturing
$439.51
-1.75%
TECHNOLOGY · Cap: $2.27T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 59618% more annual revenue ($4.94T vs $8.28B). TSM leads profitability with a 51.1% profit margin vs 30.2%. TSM appears more attractively valued with a PEG of 0.77. TSM earns a higher WallStSmart Score of 86/100 (A).
ROP
Strong Buy74
out of 100
Grade: B
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.1%
Fair Value
$314.60
Current Price
$440.66
$126.06 premium
Margin of Safety
+55.1%
Fair Value
$979.05
Current Price
$439.51
$539.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Earnings expanding 233.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.7%
Mega-cap, among the largest globally
Every $100 of equity generates 37 in profit
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 58.7%
Revenue surging 50.9% year-over-year
Earnings expanding 68.7% YoY
Areas to Watch
Grey zone — moderate risk
Moderate valuation
Trading at 83.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ROP
The strongest argument for ROP centers on Profit Margin, EPS Growth, P/E Ratio. Profitability is solid with margins at 30.2% and operating margin at 27.7%. PEG of 1.43 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 51.1% and operating margin at 58.7%. Revenue growth of 50.9% demonstrates continued momentum.
Bear Case : ROP
The primary concerns for ROP are Altman Z-Score.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
ROP profiles as a mature stock while TSM is a growth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.24 — expect wider price swings.
TSM is growing revenue faster at 50.9% — sustainability is the question.
TSM generates stronger free cash flow (510.1B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 74/100), backed by strong 51.1% margins and 50.9% revenue growth. 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.
Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
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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