Taiwan Semiconductor Manufacturing (TSM)vsVishay Intertechnology Inc (VSH)
TSM
Taiwan Semiconductor Manufacturing
$374.67
+7.64%
TECHNOLOGY · Cap: $2.07T
VSH
Vishay Intertechnology Inc
$29.96
+12.78%
TECHNOLOGY · Cap: $5.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 138967% more annual revenue ($4.44T vs $3.19B). TSM leads profitability with a 49.9% profit margin vs 0.1%. TSM appears more attractively valued with a PEG of 1.01. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
VSH
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.3%
Fair Value
$897.55
Current Price
$374.67
$522.88 discount
Intrinsic value data unavailable for VSH.
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
17.3% revenue growth
Areas to Watch
Moderate valuation
Trading at 85.2x book value
Grey zone — moderate risk
ROE of 0.1% — below average capital efficiency
0.1% margin — thin
Operating margin of 2.4%
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 : VSH
The strongest argument for VSH centers on Price/Book, Revenue Growth. Revenue growth of 17.3% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VSH
The primary concerns for VSH are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 3737.0x leaves little room for execution misses. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
VSH carries more volatility with a beta of 1.78 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 48/100), backed by strong 49.9% margins and 36.0% revenue growth. 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 →Vishay Intertechnology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Vishay Intertechnology, Inc. manufactures and supplies discrete semiconductors and passive electronic components in Asia, Europe, and the Americas. The company is headquartered in Malvern, Pennsylvania.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?