Alpha and Omega Semiconductor Ltd (AOSL)vsTaiwan Semiconductor Manufacturing (TSM)
AOSL
Alpha and Omega Semiconductor Ltd
$24.71
+0.16%
TECHNOLOGY · Cap: $684.89M
TSM
Taiwan Semiconductor Manufacturing
$439.51
-1.75%
TECHNOLOGY · Cap: $2.27T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 728228% more annual revenue ($4.94T vs $678.93M). TSM leads profitability with a 51.1% profit margin vs -6.2%. TSM earns a higher WallStSmart Score of 86/100 (A).
AOSL
Avoid31
out of 100
Grade: F
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.6%
Fair Value
$22.45
Current Price
$24.71
$2.26 discount
Margin of Safety
+55.1%
Fair Value
$979.05
Current Price
$439.51
$539.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 37 in profit
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 58.7%
Revenue surging 50.9% year-over-year
Earnings expanding 68.7% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of -0.0% — below average capital efficiency
Revenue declined 3.5%
Earnings declined 98.4%
Moderate valuation
Trading at 83.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AOSL
The strongest argument for AOSL centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 51.1% and operating margin at 58.7%. Revenue growth of 50.9% demonstrates continued momentum.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Return on Equity, Revenue Growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
AOSL profiles as a turnaround stock while TSM is a growth play — different risk/reward profiles.
AOSL carries more volatility with a beta of 2.64 — expect wider price swings.
TSM is growing revenue faster at 50.9% — sustainability is the question.
TSM generates stronger free cash flow (510.1B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 31/100), backed by strong 51.1% margins and 50.9% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alpha and Omega Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Alpha and Omega Semiconductor Limited designs, develops and supplies power semiconductor products for computer, consumer electronics, communications and industrial applications. The company is headquartered in Sunnyvale, California.
Visit Website →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 →Compare with Other SEMICONDUCTORS Stocks
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