Taiwan Semiconductor Manufacturing (TSM)vsTTEC Holdings Inc (TTEC)
TSM
Taiwan Semiconductor Manufacturing
$396.06
+0.57%
TECHNOLOGY · Cap: $2.04T
TTEC
TTEC Holdings Inc
$2.91
0.00%
TECHNOLOGY · Cap: $144.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 191949% more annual revenue ($4.10T vs $2.14B). TSM leads profitability with a 46.5% profit margin vs -9.0%. TTEC appears more attractively valued with a PEG of 0.31. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
TTEC
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$1399.41
Current Price
$396.06
$1003.35 discount
Intrinsic value data unavailable for TTEC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 60.6x book value
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -97.2% — below average capital efficiency
Earnings declined 95.2%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TTEC
The strongest argument for TTEC centers on PEG Ratio, Price/Book. PEG of 0.31 suggests the stock is reasonably priced for its growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : TTEC
The primary concerns for TTEC are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
TSM profiles as a growth stock while TTEC is a turnaround 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 35.1% — 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 43/100), backed by strong 46.5% margins and 35.1% 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.
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 →TTEC Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
TTEC Holdings, Inc., a customer experience services and technology company, focuses on designing, implementing and delivering a transformative customer experience for various brands. The company is headquartered in Englewood, Colorado.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?