Alpha and Omega Semiconductor Ltd (AOSL)vsTaiwan Semiconductor Manufacturing (TSM)
AOSL
Alpha and Omega Semiconductor Ltd
$22.66
+3.66%
TECHNOLOGY · Cap: $619.62M
TSM
Taiwan Semiconductor Manufacturing
$347.75
+1.31%
TECHNOLOGY · Cap: $1.71T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 555250% more annual revenue ($3.81T vs $685.88M). TSM leads profitability with a 45.1% profit margin vs -15.1%. TSM earns a higher WallStSmart Score of 82/100 (A-).
AOSL
Buy50
out of 100
Grade: C-
TSM
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AOSL.
Margin of Safety
+20.3%
Fair Value
$483.91
Current Price
$347.75
$136.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 44.9% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 53.9%
Generating 388.2B in free cash flow
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.0% — below average capital efficiency
Earnings declined 98.4%
Premium valuation, high expectations priced in
Trading at 52.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AOSL
The strongest argument for AOSL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 44.9% demonstrates continued momentum.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 45.1% and operating margin at 53.9%. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
AOSL profiles as a hypergrowth stock while TSM is a growth play — different risk/reward profiles.
AOSL carries more volatility with a beta of 2.03 — expect wider price swings.
AOSL is growing revenue faster at 44.9% — sustainability is the question.
TSM generates stronger free cash flow (388.2B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (82/100 vs 50/100), backed by strong 45.1% margins and 20.5% 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.
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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