TransAct Technologies Incorporated (TACT)vsTaiwan Semiconductor Manufacturing (TSM)
TACT
TransAct Technologies Incorporated
$5.61
+2.19%
TECHNOLOGY · Cap: $52.41M
TSM
Taiwan Semiconductor Manufacturing
$477.57
-6.98%
TECHNOLOGY · Cap: $2.27T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 7766268% more annual revenue ($4.10T vs $52.84M). TSM leads profitability with a 46.5% profit margin vs -0.9%. TACT appears more attractively valued with a PEG of 0.75. TSM earns a higher WallStSmart Score of 84/100 (A-).
TACT
Buy59
out of 100
Grade: C
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$5.94
Current Price
$5.61
$0.33 discount
Margin of Safety
+47.3%
Fair Value
$836.94
Current Price
$477.57
$359.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 3863.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
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
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 73.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : TACT
The strongest argument for TACT centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum. PEG of 0.75 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 : TACT
The primary concerns for TACT are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
TACT profiles as a turnaround stock while TSM is a growth play — different risk/reward profiles.
TACT carries more volatility with a beta of 1.27 — 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 59/100), backed by strong 46.5% margins and 35.1% revenue growth. TACT offers better value entry with a 39.7% margin of safety. Both earn "Exceptional Buy" and "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.
TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →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.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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