Taiwan Semiconductor Manufacturing (TSM)vsYext Inc (YEXT)
TSM
Taiwan Semiconductor Manufacturing
$374.67
+7.59%
TECHNOLOGY · Cap: $2.07T
YEXT
Yext Inc
$5.72
+1.60%
TECHNOLOGY · Cap: $546.35M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 997734% more annual revenue ($4.44T vs $445.01M). TSM leads profitability with a 49.9% profit margin vs 8.9%. TSM trades at a lower P/E of 29.8x. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
YEXT
Buy52
out of 100
Grade: C-
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 YEXT.
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
Every $100 of equity generates 162 in profit
Earnings expanding 226.4% YoY
Areas to Watch
Moderate valuation
Trading at 85.2x book value
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Revenue declined 1.4%
Distress zone — elevated risk
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 : YEXT
The strongest argument for YEXT centers on Return on Equity, EPS Growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : YEXT
The primary concerns for YEXT are Market Cap, P/E Ratio, Revenue Growth. A P/E of 68.1x leaves little room for execution misses. Debt-to-equity of 9.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
TSM profiles as a growth stock while YEXT is a value 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.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (84/100 vs 52/100), backed by strong 49.9% margins and 36.0% revenue growth. Both earn "Exceptional Buy" and "Buy" 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 →Yext Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Yext Inc. is a leading innovator in digital knowledge management, focused on improving online visibility and customer engagement for enterprises across various sectors. By harnessing cutting-edge artificial intelligence and natural language processing technologies, Yext delivers robust local search engine optimization solutions and guarantees data accuracy to enhance brand consistency. As businesses navigate the complexities of the digital landscape, Yext positions itself as an essential partner that empowers organizations to elevate customer experiences and foster impactful interactions across diverse digital channels.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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