Taiwan Semiconductor Manufacturing (TSM)vsVersus Systems Inc (VS)
TSM
Taiwan Semiconductor Manufacturing
$434.67
+1.02%
TECHNOLOGY · Cap: $2.25T
VS
Versus Systems Inc
$1.11
-0.89%
TECHNOLOGY · Cap: $6.90M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 293450359% more annual revenue ($4.44T vs $1.51M). TSM leads profitability with a 49.9% profit margin vs -113.2%. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
VS
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.0%
Fair Value
$886.73
Current Price
$434.67
$452.06 discount
Margin of Safety
+75.7%
Fair Value
$4.16
Current Price
$1.11
$3.05 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
Reasonable price relative to book value
Strong operational efficiency at 39.8%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 89.1x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -15.4% — below average capital efficiency
Revenue declined 24.7%
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 : VS
The strongest argument for VS centers on Price/Book, Operating Margin.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VS
The primary concerns for VS are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
TSM profiles as a growth stock while VS is a turnaround play — different risk/reward profiles.
VS carries more volatility with a beta of 1.37 — 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 (86/100 vs 31/100), backed by strong 49.9% margins and 36.0% revenue growth. VS offers better value entry with a 75.7% 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 →Versus Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Versus Systems Inc. develops and operates a business-to-business software platform that enables video game publishers and developers to deliver prize-based matches of their games to their players in Canada and the United States. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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