OneSpan Inc (OSPN)vsTaiwan Semiconductor Manufacturing (TSM)
OSPN
OneSpan Inc
$25.55
-0.43%
TECHNOLOGY · Cap: $744.04M
TSM
Taiwan Semiconductor Manufacturing
$406.13
-1.85%
TECHNOLOGY · Cap: $2.27T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 2006855% more annual revenue ($4.94T vs $246.38M). TSM leads profitability with a 51.1% profit margin vs 27.8%. TSM appears more attractively valued with a PEG of 0.77. TSM earns a higher WallStSmart Score of 86/100 (A).
OSPN
Buy60
out of 100
Grade: C+
TSM
Exceptional Buy86
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSPN.
Margin of Safety
+55.1%
Fair Value
$979.05
Current Price
$406.13
$572.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 25 in profit
Keeps 28 of every $100 in revenue as profit
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
1.0% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 14.3%
Moderate valuation
Trading at 77.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : OSPN
The strongest argument for OSPN centers on P/E Ratio, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 27.8% and operating margin at 14.5%. PEG of 1.23 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 51.1% and operating margin at 58.7%. Revenue growth of 50.9% demonstrates continued momentum.
Bear Case : OSPN
The primary concerns for OSPN are Revenue Growth, Market Cap, Piotroski F-Score.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
OSPN profiles as a value stock while TSM is a growth play — different risk/reward profiles.
OSPN carries more volatility with a beta of 1.58 — 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 60/100), backed by strong 51.1% margins and 50.9% 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.
OneSpan Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneSpan Inc. designs, develops and markets digital solutions for identity, security and business productivity globally. The company is headquartered in Chicago, Illinois.
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 SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?