Fortive Corp (FTV)vsTaiwan Semiconductor Manufacturing (TSM)
FTV
Fortive Corp
$60.31
-0.20%
TECHNOLOGY · Cap: $18.39B
TSM
Taiwan Semiconductor Manufacturing
$404.54
-1.73%
TECHNOLOGY · Cap: $2.14T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 96795% more annual revenue ($4.10T vs $4.24B). TSM leads profitability with a 46.5% profit margin vs 12.8%. TSM appears more attractively valued with a PEG of 1.28. TSM earns a higher WallStSmart Score of 84/100 (A-).
FTV
Buy51
out of 100
Grade: C-
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.7%
Fair Value
$64.32
Current Price
$60.31
$4.01 discount
Margin of Safety
+72.3%
Fair Value
$1391.51
Current Price
$404.54
$986.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
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
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Earnings declined 12.4%
Premium valuation, high expectations priced in
Trading at 61.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FTV
PEG of 1.29 suggests the stock is reasonably priced for its growth.
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 : FTV
The primary concerns for FTV are P/E Ratio, Return on Equity, EPS Growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
FTV profiles as a value stock while TSM is a growth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.26 — 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.
Bottom Line
TSM scores higher overall (84/100 vs 51/100), 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.
Fortive Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Fortive is an American diversified industrial technology conglomerate company headquartered in Everett, Washington.
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.
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