WallStSmart

Liveramp Holdings Inc (RAMP)vsTaiwan Semiconductor Manufacturing (TSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Taiwan Semiconductor Manufacturing generates 546126% more annual revenue ($4.44T vs $812.94M). TSM leads profitability with a 49.9% profit margin vs 17.9%. RAMP appears more attractively valued with a PEG of 0.59. TSM earns a higher WallStSmart Score of 84/100 (A-).

RAMP

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 8.7Quality: 8.5
Piotroski: 4/9Altman Z: 4.63

TSM

Exceptional Buy

84

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 7.3Quality: 9.0
Piotroski: 6/9Altman Z: 3.85
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RAMPUndervalued (+44.4%)

Margin of Safety

+44.4%

Fair Value

$41.79

Current Price

$37.74

$4.05 discount

UndervaluedFair: $41.79Overvalued
TSMUndervalued (+56.3%)

Margin of Safety

+56.3%

Fair Value

$897.55

Current Price

$374.67

$522.88 discount

UndervaluedFair: $897.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RAMP6 strengths · Avg: 9.0/10
EPS GrowthGrowth
275.1%10/10

Earnings expanding 275.1% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.6310/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.598/10

Growing faster than its price suggests

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

TSM6 strengths · Avg: 10.0/10
Market CapQuality
$2.07T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%10/10

Every $100 of equity generates 35 in profit

Profit MarginProfitability
49.9%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
60.3%10/10

Strong operational efficiency at 60.3%

Revenue GrowthGrowth
36.0%10/10

Revenue surging 36.0% year-over-year

EPS GrowthGrowth
77.4%10/10

Earnings expanding 77.4% YoY

Areas to Watch

RAMP0 concerns · Avg: 0/10

No major concerns identified

TSM2 concerns · Avg: 3.0/10
P/E RatioValuation
29.8x4/10

Moderate valuation

Price/BookValuation
85.2x2/10

Trading at 85.2x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : RAMP

The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.9% and operating margin at 9.0%. PEG of 0.59 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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.

Bear Case : RAMP

No major red flags identified for RAMP, but monitor valuation.

Bear Case : TSM

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

Key Dynamics to Monitor

RAMP profiles as a mature stock while TSM is a growth play — different risk/reward profiles.

RAMP carries more volatility with a beta of 1.27 — 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 69/100), backed by strong 49.9% margins and 36.0% revenue growth. RAMP offers better value entry with a 44.4% 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.

Liveramp Holdings Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.

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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