Taiwan Semiconductor Manufacturing (TSM)vsTyler Technologies Inc (TYL)
TSM
Taiwan Semiconductor Manufacturing
$411.68
-0.60%
TECHNOLOGY · Cap: $2.18T
TYL
Tyler Technologies Inc
$324.58
-1.96%
TECHNOLOGY · Cap: $13.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 172284% more annual revenue ($4.10T vs $2.38B). TSM leads profitability with a 46.5% profit margin vs 13.3%. TSM appears more attractively valued with a PEG of 1.25. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
TYL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.3%
Fair Value
$1394.10
Current Price
$411.68
$982.42 discount
Margin of Safety
+9.0%
Fair Value
$372.75
Current Price
$324.58
$48.17 discount
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
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Trading at 62.9x book value
Expensive relative to growth rate
2.2% earnings growth
Premium valuation, high expectations priced in
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 : TYL
TYL has a balanced fundamental profile.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : TYL
The primary concerns for TYL are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Key Dynamics to Monitor
TSM profiles as a growth stock while TYL is a value play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.26 — 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 51/100), backed by strong 46.5% margins and 35.1% revenue growth. 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.
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 →Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
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