Taiwan Semiconductor Manufacturing (TSM)vsServiceTitan, Inc. Class A Common Stock (TTAN)
TSM
Taiwan Semiconductor Manufacturing
$433.24
+1.22%
TECHNOLOGY · Cap: $2.22T
TTAN
ServiceTitan, Inc. Class A Common Stock
$54.68
-2.37%
TECHNOLOGY · Cap: $7.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 437776% more annual revenue ($4.44T vs $1.01B). TSM leads profitability with a 49.9% profit margin vs -13.4%. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
TTAN
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.6%
Fair Value
$889.36
Current Price
$433.24
$456.12 discount
Intrinsic value data unavailable for TTAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 60.3%
Revenue surging 36.0% year-over-year
Earnings expanding 77.4% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 88.6x book value
0.0% earnings growth
ROE of -10.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TTAN
The strongest argument for TTAN centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (86/100 vs 30/100), backed by strong 49.9% margins and 36.0% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a leading software platform designed to empower residential and commercial service contractors in the plumbing, HVAC, and electrical industries. By offering advanced tools for scheduling, invoicing, and customer relationship management, the company leverages data analytics and automation to significantly enhance operational efficiency and profitability. With a commitment to innovation and market expansion, ServiceTitan positions itself as a vital partner for contractors navigating today's dynamic competitive landscape, making it an attractive investment opportunity for institutional investors seeking to capitalize on the growing demand for technological solutions in the service sector.
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