WallStSmart

SUNation Energy Inc. (SUNE)vsTaiwan Semiconductor Manufacturing (TSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Taiwan Semiconductor Manufacturing generates 6681049% more annual revenue ($4.44T vs $66.46M). TSM leads profitability with a 49.9% profit margin vs -17.3%. SUNE trades at a lower P/E of 0.0x. TSM earns a higher WallStSmart Score of 84/100 (A-).

SUNE

Avoid

34

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 6.7Quality: 5.0
Piotroski: 6/9Altman Z: -0.01

TSM

Exceptional Buy

84

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 7.3Quality: 9.0
Piotroski: 6/9Altman Z: 3.85
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SUNE.

TSMUndervalued (+56.3%)

Margin of Safety

+56.3%

Fair Value

$897.55

Current Price

$374.67

$522.88 discount

UndervaluedFair: $897.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SUNE2 strengths · Avg: 10.0/10
P/E RatioValuation
0.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

TSM6 strengths · Avg: 10.0/10
Market CapQuality
$2.07T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%10/10

Every $100 of equity generates 35 in profit

Profit MarginProfitability
49.9%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
60.3%10/10

Strong operational efficiency at 60.3%

Revenue GrowthGrowth
36.0%10/10

Revenue surging 36.0% year-over-year

EPS GrowthGrowth
77.4%10/10

Earnings expanding 77.4% YoY

Areas to Watch

SUNE4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$9.90M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-56.7%2/10

ROE of -56.7% — below average capital efficiency

Revenue GrowthGrowth
-43.1%2/10

Revenue declined 43.1%

TSM2 concerns · Avg: 3.0/10
P/E RatioValuation
29.8x4/10

Moderate valuation

Price/BookValuation
85.2x2/10

Trading at 85.2x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : SUNE

The strongest argument for SUNE centers on P/E Ratio, Price/Book.

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 : SUNE

The primary concerns for SUNE 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

SUNE profiles as a turnaround stock while TSM is a growth play — different risk/reward profiles.

SUNE carries more volatility with a beta of 2.98 — 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 (84/100 vs 34/100), backed by strong 49.9% margins and 36.0% revenue growth. 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.

SUNation Energy Inc.

TECHNOLOGY · SOLAR · USA

SUNation Energy Inc. is a leading provider in the solar energy industry, specializing in the design, installation, and maintenance of photovoltaic systems tailored for both residential and commercial sectors. The company is dedicated to sustainability and employs advanced technologies to enhance energy efficiency while reducing costs for its diverse clientele. As the market for renewable energy solutions continues to expand, SUNation’s focus on innovation and customer-driven services solidifies its role as a key player in the clean energy landscape, presenting a compelling opportunity for institutional investors aiming to invest in sustainable growth.

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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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