Sportradar Group AG (SRAD)vsTaiwan Semiconductor Manufacturing (TSM)
SRAD
Sportradar Group AG
$13.60
+8.45%
TECHNOLOGY · Cap: $3.59B
TSM
Taiwan Semiconductor Manufacturing
$452.00
-1.20%
TECHNOLOGY · Cap: $2.25T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 320449% more annual revenue ($4.44T vs $1.39B). TSM leads profitability with a 49.9% profit margin vs 1.2%. TSM trades at a lower P/E of 32.5x. TSM earns a higher WallStSmart Score of 86/100 (A).
SRAD
Hold38
out of 100
Grade: F
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SRAD.
Margin of Safety
+51.0%
Fair Value
$886.73
Current Price
$452.00
$434.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
18.9% revenue growth
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
ROE of 7.8% — below average capital efficiency
1.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 92.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : SRAD
The strongest argument for SRAD centers on Debt/Equity, Revenue Growth. Revenue growth of 18.9% 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 : SRAD
The primary concerns for SRAD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 202.0x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
SRAD carries more volatility with a beta of 1.58 — 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (86/100 vs 38/100), backed by strong 49.9% margins and 36.0% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Sportradar Group AG
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Sportradar Group AG is focused on operating as a portfolio company of Sportradar Holding AG providing integrated sports data and technology platforms to the sports betting industry in the UK, Malta, Switzerland and internationally. The company is headquartered in St. Gallen, Switzerland.
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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