WallStSmart

Rapid7 Inc (RPD)vsTaiwan Semiconductor Manufacturing (TSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Taiwan Semiconductor Manufacturing generates 477212% more annual revenue ($4.10T vs $859.79M). TSM leads profitability with a 46.5% profit margin vs 2.7%. RPD appears more attractively valued with a PEG of 0.27. TSM earns a higher WallStSmart Score of 84/100 (A-).

RPD

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 5.5Value: 7.7Quality: 5.0

TSM

Exceptional Buy

84

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 6.7Quality: 9.0
Piotroski: 6/9Altman Z: 3.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for RPD.

TSMUndervalued (+72.4%)

Margin of Safety

+72.4%

Fair Value

$1396.69

Current Price

$396.06

$1000.63 discount

UndervaluedFair: $1396.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RPD5 strengths · Avg: 8.6/10
PEG RatioValuation
0.2710/10

Growing faster than its price suggests

Return on EquityProfitability
27.1%9/10

Every $100 of equity generates 27 in profit

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
39.0%8/10

Earnings expanding 39.0% YoY

TSM6 strengths · Avg: 10.0/10
Market CapQuality
$2.04T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
36.2%10/10

Every $100 of equity generates 36 in profit

Profit MarginProfitability
46.5%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
58.1%10/10

Strong operational efficiency at 58.1%

Revenue GrowthGrowth
35.1%10/10

Revenue surging 35.1% year-over-year

EPS GrowthGrowth
58.4%10/10

Earnings expanding 58.4% YoY

Areas to Watch

RPD4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Market CapQuality
$390.62M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Operating MarginProfitability
1.0%3/10

Operating margin of 1.0%

TSM2 concerns · Avg: 3.0/10
P/E RatioValuation
33.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
60.6x2/10

Trading at 60.6x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : RPD

The strongest argument for RPD centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.27 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 : RPD

The primary concerns for RPD are Revenue Growth, Market Cap, Profit Margin. Thin 2.7% margins leave little buffer for downturns.

Bear Case : TSM

The primary concerns for TSM are P/E Ratio, Price/Book.

Key Dynamics to Monitor

RPD profiles as a value 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 66/100), backed by strong 46.5% margins and 35.1% 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.

Rapid7 Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Rapid7, Inc. provides cyber security solutions. The company is headquartered in Boston, Massachusetts.

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 →

Want to dig deeper into these stocks?