Taiwan Semiconductor Manufacturing (TSM)vsVeritone Inc (VERI)
TSM
Taiwan Semiconductor Manufacturing
$374.67
+7.64%
TECHNOLOGY · Cap: $2.07T
VERI
Veritone Inc
$1.00
-3.95%
TECHNOLOGY · Cap: $94.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 4934438% more annual revenue ($4.44T vs $89.99M). TSM leads profitability with a 49.9% profit margin vs -123.8%. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
VERI
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.3%
Fair Value
$897.55
Current Price
$374.67
$522.88 discount
Margin of Safety
+83.9%
Fair Value
$19.35
Current Price
$1.00
$18.35 discount
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
Earnings expanding 207.9% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 85.2x 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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : VERI
The strongest argument for VERI centers on EPS Growth, Price/Book.
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 2.29 — expect wider price swings.
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (84/100 vs 35/100), backed by strong 49.9% margins and 36.0% revenue growth. VERI offers better value entry with a 83.9% 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.
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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