Treasure Global Inc. (TGL)vsTaiwan Semiconductor Manufacturing (TSM)
TGL
Treasure Global Inc.
$4.20
0.00%
TECHNOLOGY · Cap: $7.17M
TSM
Taiwan Semiconductor Manufacturing
$396.06
+0.57%
TECHNOLOGY · Cap: $2.04T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 133036187% more annual revenue ($4.10T vs $3.08M). TSM leads profitability with a 46.5% profit margin vs 0.0%. TSM earns a higher WallStSmart Score of 84/100 (A-).
TGL
Hold38
out of 100
Grade: F
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.1%
Fair Value
$8.52
Current Price
$4.20
$4.32 discount
Margin of Safety
+72.4%
Fair Value
$1399.41
Current Price
$396.06
$1003.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 258.1% year-over-year
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
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -150.9% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 60.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : TGL
The strongest argument for TGL centers on Price/Book, Revenue Growth. Revenue growth of 258.1% 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 : TGL
The primary concerns for TGL are EPS Growth, Market Cap, Profit Margin.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
TGL profiles as a hypergrowth 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.
TGL is growing revenue faster at 258.1% — 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 38/100), backed by strong 46.5% margins and 35.1% revenue growth. TGL offers better value entry with a 45.1% margin of safety. 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.
Treasure Global Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Treasure Global Inc. (TGL) is a forward-thinking financial technology firm focused on revolutionizing digital commerce across Southeast Asia. By offering advanced payment solutions and a user-friendly platform, TGL enhances transaction efficiency while expanding service access for both consumers and businesses. With its commitment to growth and scalability, the company is well-positioned to capitalize on the rapidly evolving digital economy, presenting a compelling investment opportunity for institutional investors interested in the fintech sector.
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
Want to dig deeper into these stocks?