Taiwan Semiconductor Manufacturing (TSM)vsXunlei Ltd Adr (XNET)
TSM
Taiwan Semiconductor Manufacturing
$459.20
+2.96%
TECHNOLOGY · Cap: $2.25T
XNET
Xunlei Ltd Adr
$4.71
+1.51%
TECHNOLOGY · Cap: $323.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 899933% more annual revenue ($4.44T vs $493.37M). TSM leads profitability with a 49.9% profit margin vs -14.5%. TSM appears more attractively valued with a PEG of 0.83. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
XNET
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.4%
Fair Value
$884.16
Current Price
$459.20
$424.96 discount
Margin of Safety
+37.0%
Fair Value
$9.24
Current Price
$4.71
$4.53 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Earnings expanding 11785.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Trading at 94.1x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Revenue declined 1.4%
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 : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
TSM profiles as a growth stock while XNET is a turnaround play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.25 — expect wider price swings.
TSM is growing revenue faster at 36.0% — sustainability is the question.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (86/100 vs 44/100), backed by strong 49.9% margins and 36.0% revenue growth. XNET offers better value entry with a 37.0% 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 →Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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