Taiwan Semiconductor Manufacturing (TSM)vsTTEC Holdings Inc (TTEC)
TSM
Taiwan Semiconductor Manufacturing
$445.12
-3.40%
TECHNOLOGY · Cap: $2.45T
TTEC
TTEC Holdings Inc
$1.64
0.00%
TECHNOLOGY · Cap: $68.03M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 217489% more annual revenue ($4.44T vs $2.04B). TSM leads profitability with a 49.9% profit margin vs -10.2%. TTEC appears more attractively valued with a PEG of 0.25. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
TTEC
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.5%
Fair Value
$881.77
Current Price
$445.12
$436.65 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 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 91.6x book value
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 3.4%
ROE of -241.2% — below average capital efficiency
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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : TTEC
The strongest argument for TTEC centers on PEG Ratio, Price/Book. PEG of 0.25 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 Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 12.93 is elevated, increasing financial risk.
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 36.0% — sustainability is the question.
TSM generates stronger free cash flow (284.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 41/100), backed by strong 49.9% margins and 36.0% 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.
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