Teledyne Technologies Incorporated (TDY)vsTaiwan Semiconductor Manufacturing (TSM)
TDY
Teledyne Technologies Incorporated
$632.58
+1.80%
TECHNOLOGY · Cap: $29.31B
TSM
Taiwan Semiconductor Manufacturing
$404.54
-1.73%
TECHNOLOGY · Cap: $2.14T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 65820% more annual revenue ($4.10T vs $6.23B). TSM leads profitability with a 46.5% profit margin vs 15.0%. TSM appears more attractively valued with a PEG of 1.28. TSM earns a higher WallStSmart Score of 84/100 (A-).
TDY
Buy64
out of 100
Grade: C+
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$622.17
Current Price
$632.58
$10.41 premium
Margin of Safety
+72.3%
Fair Value
$1391.51
Current Price
$404.54
$986.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 21.6% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 36 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
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 61.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : TDY
The strongest argument for TDY centers on Price/Book, 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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% 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 1.26 — 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 64/100), backed by strong 46.5% margins and 35.1% revenue growth. 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.
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.
Visit Website →Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
Want to dig deeper into these stocks?