Science Applications International Corporation Common Stock (SAIC)vsTaiwan Semiconductor Manufacturing (TSM)
SAIC
Science Applications International Corporation Common Stock
$133.19
-0.34%
TECHNOLOGY · Cap: $5.34B
TSM
Taiwan Semiconductor Manufacturing
$434.67
+1.02%
TECHNOLOGY · Cap: $2.22T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 59890% more annual revenue ($4.44T vs $7.40B). TSM leads profitability with a 49.9% profit margin vs 5.1%. TSM appears more attractively valued with a PEG of 0.79. TSM earns a higher WallStSmart Score of 86/100 (A).
SAIC
Buy52
out of 100
Grade: C-
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.5%
Fair Value
$97.27
Current Price
$133.19
$35.92 discount
Margin of Safety
+51.5%
Fair Value
$886.73
Current Price
$434.67
$452.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
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
5.1% margin — thin
Elevated debt levels
Expensive relative to growth rate
Earnings declined 12.2%
Premium valuation, high expectations priced in
Trading at 88.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIC
The strongest argument for SAIC centers on Return on Equity, P/E Ratio.
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 : SAIC
The primary concerns for SAIC are Profit Margin, Debt/Equity, PEG Ratio. Debt-to-equity of 1.88 is elevated, increasing financial risk.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
SAIC 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 36.0% — 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 52/100), backed by strong 49.9% margins and 36.0% revenue growth. SAIC offers better value entry with a 15.5% margin of safety. 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.
Science Applications International Corporation Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Science Applications International Corporation provides technical, engineering and business information technology (IT) services primarily in the United States. The company is headquartered in Reston, Virginia.
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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