Taiwan Semiconductor Manufacturing (TSM)vsNCR Voyix Corporation (VYX)
TSM
Taiwan Semiconductor Manufacturing
$392.31
-4.50%
TECHNOLOGY · Cap: $2.07T
VYX
NCR Voyix Corporation
$8.66
+0.70%
TECHNOLOGY · Cap: $1.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 165528% more annual revenue ($4.44T vs $2.68B). TSM leads profitability with a 49.9% profit margin vs 2.8%. 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-
VYX
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.3%
Fair Value
$897.55
Current Price
$392.31
$505.24 discount
Margin of Safety
+6.8%
Fair Value
$10.62
Current Price
$8.66
$1.96 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
Areas to Watch
Moderate valuation
Trading at 89.2x book value
Moderate valuation
Smaller company, higher risk/reward
2.8% margin — thin
Elevated debt levels
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 : VYX
The strongest argument for VYX centers on Price/Book.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VYX
The primary concerns for VYX are P/E Ratio, Market Cap, Profit Margin. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
TSM profiles as a growth stock while VYX is a value play — different risk/reward profiles.
VYX carries more volatility with a beta of 1.49 — 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 (84/100 vs 43/100), 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 →NCR Voyix Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
NCR Corporation provides various software and services in the United States, Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Atlanta, Georgia.
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