Taiwan Semiconductor Manufacturing (TSM)vsUniversal Electronics Inc (UEIC)
TSM
Taiwan Semiconductor Manufacturing
$433.24
-3.38%
TECHNOLOGY · Cap: $2.22T
UEIC
Universal Electronics Inc
$4.79
+0.10%
TECHNOLOGY · Cap: $60.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 1343179% more annual revenue ($4.44T vs $330.57M). TSM leads profitability with a 49.9% profit margin vs -4.6%. UEIC appears more attractively valued with a PEG of 0.55. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
UEIC
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.6%
Fair Value
$889.36
Current Price
$433.24
$456.12 discount
Margin of Safety
+79.3%
Fair Value
$19.76
Current Price
$4.79
$14.97 discount
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 88.6x book value
Smaller company, higher risk/reward
ROE of -14.1% — below average capital efficiency
Revenue declined 25.0%
Earnings declined 42.5%
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 : UEIC
The strongest argument for UEIC centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : UEIC
The primary concerns for UEIC are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
TSM profiles as a growth stock while UEIC is a turnaround play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.25 — expect wider price swings.
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Bottom Line
TSM scores higher overall (86/100 vs 45/100), backed by strong 49.9% margins and 36.0% revenue growth. UEIC offers better value entry with a 79.3% margin of safety. 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.
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 →Universal Electronics Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Universal Electronics Inc. designs, develops, manufactures and sells universal and preprogrammed control products, smart wireless security and audio video accessories and smart home products for consumer electronics, subscription streaming, security, home automation, hospitality and climate control. markets. The company is headquartered in Scottsdale, Arizona.
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