WallStSmart

Quantum Computing Inc (QUBT)vsTaiwan Semiconductor Manufacturing (TSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Taiwan Semiconductor Manufacturing generates 94690813% more annual revenue ($4.10T vs $4.33M). TSM leads profitability with a 46.5% profit margin vs 0.0%. TSM earns a higher WallStSmart Score of 84/100 (A-).

QUBT

Hold

36

out of 100

Grade: F

Growth: 8.0Profit: 2.5Value: 6.7Quality: 8.5
Piotroski: 3/9Altman Z: 47.03

TSM

Exceptional Buy

84

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 6.7Quality: 9.0
Piotroski: 6/9Altman Z: 3.85
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

QUBTUndervalued (+54.0%)

Margin of Safety

+54.0%

Fair Value

$23.40

Current Price

$10.54

$12.86 discount

UndervaluedFair: $23.40Overvalued
TSMUndervalued (+44.8%)

Margin of Safety

+44.8%

Fair Value

$836.94

Current Price

$415.17

$421.77 discount

UndervaluedFair: $836.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

QUBT4 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
9364.0%10/10

Revenue surging 9364.0% year-over-year

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
47.0310/10

Safe zone — low bankruptcy risk

TSM6 strengths · Avg: 10.0/10
Market CapQuality
$2.18T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
32.8%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
46.5%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
58.1%10/10

Strong operational efficiency at 58.1%

Revenue GrowthGrowth
35.1%10/10

Revenue surging 35.1% year-over-year

EPS GrowthGrowth
58.4%10/10

Earnings expanding 58.4% YoY

Areas to Watch

QUBT4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-4.4%2/10

ROE of -4.4% — below average capital efficiency

TSM2 concerns · Avg: 3.0/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
63.5x2/10

Trading at 63.5x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : QUBT

The strongest argument for QUBT centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 9364.0% 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 : QUBT

The primary concerns for QUBT are EPS Growth, Profit Margin, Piotroski F-Score.

Bear Case : TSM

The primary concerns for TSM are P/E Ratio, Price/Book.

Key Dynamics to Monitor

QUBT profiles as a hypergrowth stock while TSM is a growth play — different risk/reward profiles.

QUBT carries more volatility with a beta of 3.74 — expect wider price swings.

QUBT is growing revenue faster at 9364.0% — 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 36/100), backed by strong 46.5% margins and 35.1% revenue growth. QUBT offers better value entry with a 54.0% margin of safety. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Quantum Computing Inc

TECHNOLOGY · COMPUTER HARDWARE · USA

Quantum Computing, Inc. is focused on providing tools and software applications for quantum computers. The company is headquartered in Leesburg, Virginia.

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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