Taiwan Semiconductor Manufacturing (TSM)vsVersus Systems Inc (VS)
TSM
Taiwan Semiconductor Manufacturing
$396.06
+0.57%
TECHNOLOGY · Cap: $2.04T
VS
Versus Systems Inc
$1.31
+8.26%
TECHNOLOGY · Cap: $5.83M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 187959201% more annual revenue ($4.10T vs $2.18M). TSM leads profitability with a 46.5% profit margin vs -82.1%. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
VS
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$1399.41
Current Price
$396.06
$1003.35 discount
Margin of Safety
+86.1%
Fair Value
$7.25
Current Price
$1.31
$5.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 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
Reasonable price relative to book value
Revenue surging 7250.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 60.6x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -79.0% — below average capital efficiency
Negative free cash flow — burning cash
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 : VS
The strongest argument for VS centers on Price/Book, Revenue Growth. Revenue growth of 7250.0% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VS
The primary concerns for VS are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
TSM profiles as a growth stock while VS is a hypergrowth play — different risk/reward profiles.
VS carries more volatility with a beta of 1.39 — expect wider price swings.
VS is growing revenue faster at 7250.0% — 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 36/100), backed by strong 46.5% margins and 35.1% revenue growth. VS offers better value entry with a 86.1% 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 →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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