Taiwan Semiconductor Manufacturing (TSM)vsVeritone Inc (VERI)
TSM
Taiwan Semiconductor Manufacturing
$415.17
+0.68%
TECHNOLOGY · Cap: $2.18T
VERI
Veritone Inc
$1.71
-8.06%
TECHNOLOGY · Cap: $148.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 4560402% more annual revenue ($4.10T vs $89.99M). TSM leads profitability with a 46.5% profit margin vs -123.8%. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
VERI
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.5%
Fair Value
$839.44
Current Price
$415.17
$424.27 discount
Margin of Safety
+84.3%
Fair Value
$19.88
Current Price
$1.71
$18.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 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
Earnings expanding 207.9% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 63.5x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -224.9% — below average capital efficiency
Revenue declined 9.8%
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 : VERI
The strongest argument for VERI centers on EPS Growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VERI
The primary concerns for VERI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
TSM profiles as a growth stock while VERI is a turnaround play — different risk/reward profiles.
VERI carries more volatility with a beta of 2.24 — 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 33/100), backed by strong 46.5% margins and 35.1% revenue growth. VERI offers better value entry with a 84.3% margin of safety. Both earn "Exceptional Buy" and "Avoid" 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 →Veritone Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Veritone, Inc. provides artificial intelligence (AI) computing solutions in the United States and the United Kingdom. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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