Qorvo Inc (QRVO)vsTaiwan Semiconductor Manufacturing (TSM)
QRVO
Qorvo Inc
$78.76
+0.77%
TECHNOLOGY · Cap: $7.25B
TSM
Taiwan Semiconductor Manufacturing
$329.24
-2.82%
TECHNOLOGY · Cap: $1.71T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 101754% more annual revenue ($3.81T vs $3.74B). TSM leads profitability with a 45.1% profit margin vs 9.1%. QRVO appears more attractively valued with a PEG of 0.19. TSM earns a higher WallStSmart Score of 82/100 (A-).
QRVO
Strong Buy70
out of 100
Grade: B-
TSM
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.5%
Fair Value
$169.88
Current Price
$78.76
$91.12 discount
Margin of Safety
+20.3%
Fair Value
$483.91
Current Price
$329.24
$154.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 307.0% YoY
Reasonable price relative to book value
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
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 50.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : QRVO
The strongest argument for QRVO centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.19 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 45.1% and operating margin at 53.9%. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : QRVO
The primary concerns for QRVO are Altman Z-Score.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
QRVO profiles as a value stock while TSM is a growth play — different risk/reward profiles.
QRVO carries more volatility with a beta of 1.35 — expect wider price swings.
TSM is growing revenue faster at 20.5% — 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 70/100), backed by strong 45.1% margins and 20.5% revenue growth. QRVO offers better value entry with a 49.5% margin of safety. 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.
Qorvo Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Qorvo is an American semiconductor company that designs, manufactures, and supplies radio-frequency systems for applications that drive wireless and broadband communications, as well as foundry services.
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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