Taiwan Semiconductor Manufacturing (TSM)vsVivoPower PLC (VIVO)
TSM
Taiwan Semiconductor Manufacturing
$406.11
+2.72%
TECHNOLOGY · Cap: $2.09T
VIVO
VivoPower PLC
$3.90
+4.56%
TECHNOLOGY · Cap: $97.39M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 7279495544% more annual revenue ($4.44T vs $61,000). TSM leads profitability with a 49.9% profit margin vs 0.0%. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
VIVO
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.0%
Fair Value
$897.55
Current Price
$406.11
$491.44 discount
Intrinsic value data unavailable for VIVO.
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
Revenue surging 47.6% year-over-year
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 84.6x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
0.0% margin — thin
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 : VIVO
The strongest argument for VIVO centers on Revenue Growth, Price/Book. Revenue growth of 47.6% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VIVO
The primary concerns for VIVO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
TSM profiles as a growth stock while VIVO is a hypergrowth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.25 — expect wider price swings.
VIVO is growing revenue faster at 47.6% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 24/100), backed by strong 49.9% margins and 36.0% revenue growth. 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 →VivoPower PLC
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Meridian Bioscience, Inc., a life sciences company, develops, manufactures, distributes and sells diagnostic test kits primarily for gastrointestinal and respiratory infectious diseases and elevated blood lead levels worldwide. The company is headquartered in Cincinnati, Ohio.
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