ASE Industrial Holding Co Ltd ADR (ASX)vsTaiwan Semiconductor Manufacturing (TSM)
ASX
ASE Industrial Holding Co Ltd ADR
$34.23
+2.67%
TECHNOLOGY · Cap: $73.15B
TSM
Taiwan Semiconductor Manufacturing
$411.68
-0.60%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 512% more annual revenue ($4.10T vs $670.90B). TSM leads profitability with a 46.5% profit margin vs 7.0%. TSM appears more attractively valued with a PEG of 1.25. TSM earns a higher WallStSmart Score of 84/100 (A-).
ASX
Buy54
out of 100
Grade: C-
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASX.
Margin of Safety
+72.3%
Fair Value
$1394.10
Current Price
$411.68
$982.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.6% YoY
Large-cap with strong market position
17.2% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
Areas to Watch
7.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 62.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ASX
The strongest argument for ASX centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 17.2% 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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : ASX
The primary concerns for ASX are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
ASX carries more volatility with a beta of 1.40 — expect wider price swings.
TSM is growing revenue faster at 35.1% — sustainability is the question.
TSM generates stronger free cash flow (377.1B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 54/100), backed by strong 46.5% margins and 35.1% 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.
ASE Industrial Holding Co Ltd ADR
TECHNOLOGY · SEMICONDUCTORS · USA
ASE Industrial Holding Co Ltd ADR is a premier semiconductor manufacturing services provider, renowned for its advanced assembly and testing solutions that meet the demands of cutting-edge packaging technologies. Based in Taiwan, the company plays a crucial role in the global electronics supply chain, serving diverse sectors including telecommunications, consumer electronics, and automotive industries. ASE's strong emphasis on research and development fosters continuous innovation and quality enhancement, positioning the company for sustained growth in a dynamic technological landscape. With a proven track record of operational excellence, ASE is poised to effectively respond to market trends and leverage emerging opportunities for expansion.
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.
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