SuperX AI Technology Limited (SUPX)vsTaiwan Semiconductor Manufacturing (TSM)
SUPX
SuperX AI Technology Limited
$10.54
+1.93%
TECHNOLOGY · Cap: $317.85M
TSM
Taiwan Semiconductor Manufacturing
$417.72
-3.20%
TECHNOLOGY · Cap: $2.14T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 114104982% more annual revenue ($4.10T vs $3.60M). TSM leads profitability with a 46.5% profit margin vs 0.0%. TSM earns a higher WallStSmart Score of 84/100 (A-).
SUPX
Avoid26
out of 100
Grade: F
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SUPX.
Margin of Safety
+72.3%
Fair Value
$1391.51
Current Price
$417.72
$973.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
Areas to Watch
Trading at 11.8x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Premium valuation, high expectations priced in
Trading at 63.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : SUPX
The strongest argument for SUPX centers on Revenue Growth, Debt/Equity. Revenue growth of 130.4% 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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : SUPX
The primary concerns for SUPX are Price/Book, EPS Growth, Market Cap.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
SUPX profiles as a hypergrowth stock while TSM is a growth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.26 — expect wider price swings.
SUPX is growing revenue faster at 130.4% — 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 26/100), backed by strong 46.5% margins and 35.1% 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.
SuperX AI Technology Limited
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
SuperX AI Technology Limited, through its subsidiary, OPS Interior Design Consultant Limited, provides interior design, fit-out, and maintenance services to residential and commercial clients in the interior design market in Hong Kong.
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 - INFRASTRUCTURE Stocks
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