PagSeguro Digital Ltd (PAGS)vsTaiwan Semiconductor Manufacturing (TSM)
PAGS
PagSeguro Digital Ltd
$9.84
+3.14%
TECHNOLOGY · Cap: $2.60B
TSM
Taiwan Semiconductor Manufacturing
$374.67
+7.64%
TECHNOLOGY · Cap: $2.07T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 22311% more annual revenue ($4.44T vs $19.81B). TSM leads profitability with a 49.9% profit margin vs 10.8%. PAGS trades at a lower P/E of 6.4x. TSM earns a higher WallStSmart Score of 84/100 (A-).
PAGS
Strong Buy67
out of 100
Grade: B-
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGS.
Margin of Safety
+56.3%
Fair Value
$897.55
Current Price
$374.67
$522.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 37.3%
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 60.3%
Revenue surging 36.0% year-over-year
Earnings expanding 77.4% YoY
Areas to Watch
1.5% revenue growth
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Trading at 85.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGS
The strongest argument for PAGS centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bear Case : PAGS
The primary concerns for PAGS are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.19 is elevated, increasing financial risk.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
PAGS profiles as a value stock while TSM is a growth play — different risk/reward profiles.
PAGS carries more volatility with a beta of 1.29 — expect wider price swings.
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (84/100 vs 67/100), backed by strong 49.9% margins and 36.0% revenue growth. Both earn "Exceptional Buy" and "Strong 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.
PagSeguro Digital Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PagSeguro Digital Ltd., provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company is headquartered in So Paulo, Brazil.
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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