Rimini Street Inc (RMNI)vsTaiwan Semiconductor Manufacturing (TSM)
RMNI
Rimini Street Inc
$4.15
0.00%
TECHNOLOGY · Cap: $382.27M
TSM
Taiwan Semiconductor Manufacturing
$415.17
+4.00%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 970538% more annual revenue ($4.10T vs $422.81M). TSM leads profitability with a 46.5% profit margin vs 8.3%. RMNI appears more attractively valued with a PEG of 0.88. TSM earns a higher WallStSmart Score of 84/100 (A-).
RMNI
Hold45
out of 100
Grade: D+
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for RMNI.
Margin of Safety
+49.5%
Fair Value
$839.44
Current Price
$415.17
$424.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
Areas to Watch
1.2% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Operating margin of 4.9%
Premium valuation, high expectations priced in
Trading at 63.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : RMNI
The strongest argument for RMNI centers on P/E Ratio, Debt/Equity, PEG Ratio. PEG of 0.88 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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : RMNI
The primary concerns for RMNI are Revenue Growth, Market Cap, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
RMNI profiles as a value stock while TSM is a growth play — different risk/reward profiles.
RMNI carries more volatility with a beta of 1.30 — expect wider price swings.
TSM is growing revenue faster at 35.1% — 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 45/100), backed by strong 46.5% margins and 35.1% revenue growth. 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.
Rimini Street Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Rimini Street, Inc. provides business software products, services and support for various industries. The company is headquartered in Las Vegas, Nevada.
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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