Taiwan Semiconductor Manufacturing (TSM)vsVerra Mobility Corp (VRRM)
TSM
Taiwan Semiconductor Manufacturing
$436.87
+0.60%
TECHNOLOGY · Cap: $2.27T
VRRM
Verra Mobility Corp
$3.14
0.00%
TECHNOLOGY · Cap: $434.67M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 490964% more annual revenue ($4.94T vs $1.01B). TSM leads profitability with a 51.1% profit margin vs 4.4%. VRRM trades at a lower P/E of 10.6x. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
VRRM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.1%
Fair Value
$979.05
Current Price
$436.87
$542.18 discount
Margin of Safety
+8.9%
Fair Value
$20.40
Current Price
$3.14
$17.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 37 in profit
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 58.7%
Revenue surging 50.9% year-over-year
Earnings expanding 68.7% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.2%
Areas to Watch
Moderate valuation
Trading at 83.4x book value
Smaller company, higher risk/reward
4.4% margin — thin
Earnings declined 15.0%
Distress zone — elevated risk
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 51.1% and operating margin at 58.7%. Revenue growth of 50.9% demonstrates continued momentum.
Bull Case : VRRM
The strongest argument for VRRM centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VRRM
The primary concerns for VRRM are Market Cap, Profit Margin, EPS Growth. Debt-to-equity of 4.86 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
TSM profiles as a growth stock while VRRM is a value play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.24 — expect wider price swings.
TSM is growing revenue faster at 50.9% — sustainability is the question.
TSM generates stronger free cash flow (510.1B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 54/100), backed by strong 51.1% margins and 50.9% 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 →Verra Mobility Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Verra Mobility Corporation provides smart mobility technology solutions and services in the United States, Canada, and Europe. The company is headquartered in Mesa, Arizona.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?