Teledyne Technologies Incorporated (TDY)vsTaiwan Semiconductor Manufacturing (TSM)
TDY
Teledyne Technologies Incorporated
$593.31
-2.91%
TECHNOLOGY · Cap: $27.48B
TSM
Taiwan Semiconductor Manufacturing
$326.74
+0.19%
TECHNOLOGY · Cap: $1.69T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 62186% more annual revenue ($3.81T vs $6.12B). TSM leads profitability with a 45.1% profit margin vs 14.6%. TSM appears more attractively valued with a PEG of 1.16. TSM earns a higher WallStSmart Score of 82/100 (A-).
TDY
Strong Buy66
out of 100
Grade: B-
TSM
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.1%
Fair Value
$883.12
Current Price
$593.31
$289.81 discount
Margin of Safety
+20.4%
Fair Value
$484.85
Current Price
$326.74
$158.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Earnings expanding 39.1% YoY
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
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 50.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : TDY
The strongest argument for TDY centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.40 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 : TDY
The primary concerns for TDY are P/E Ratio.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
TDY profiles as a value stock while TSM is a growth play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.28 — 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 66/100), backed by strong 45.1% margins and 20.5% revenue growth. TDY offers better value entry with a 25.1% 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.
Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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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