TransAct Technologies Incorporated (TACT)vsTaiwan Semiconductor Manufacturing (TSM)
TACT
TransAct Technologies Incorporated
$4.84
+4.54%
TECHNOLOGY · Cap: $52.66M
TSM
Taiwan Semiconductor Manufacturing
$456.94
-0.16%
TECHNOLOGY · Cap: $2.25T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 8379452% more annual revenue ($4.44T vs $52.99M). TSM leads profitability with a 49.9% profit margin vs -0.8%. TACT appears more attractively valued with a PEG of 0.75. TSM earns a higher WallStSmart Score of 86/100 (A).
TACT
Buy53
out of 100
Grade: C-
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.1%
Fair Value
$5.88
Current Price
$4.84
$1.04 discount
Margin of Safety
+48.4%
Fair Value
$884.16
Current Price
$456.94
$427.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 3606.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
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
1.1% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 93.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : TACT
The strongest argument for TACT centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.75 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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bear Case : TACT
The primary concerns for TACT are Revenue Growth, Market Cap, Piotroski F-Score.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
TACT profiles as a turnaround 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 53/100), backed by strong 49.9% margins and 36.0% revenue growth. TACT offers better value entry with a 39.1% 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.
TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
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 COMPUTER HARDWARE Stocks
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