Taiwan Semiconductor Manufacturing (TSM)vsUnisys Corporation (UIS)
TSM
Taiwan Semiconductor Manufacturing
$433.24
-3.38%
TECHNOLOGY · Cap: $2.22T
UIS
Unisys Corporation
$2.42
+0.41%
TECHNOLOGY · Cap: $191.04M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 228109% more annual revenue ($4.44T vs $1.95B). TSM leads profitability with a 49.9% profit margin vs -21.6%. UIS appears more attractively valued with a PEG of 0.15. TSM earns a higher WallStSmart Score of 86/100 (A).
TSM
Exceptional Buy86
out of 100
Grade: A
UIS
Hold36
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
Margin of Safety
+64.0%
Fair Value
$6.09
Current Price
$2.42
$3.67 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
Growing faster than its price suggests
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 88.6x book value
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Revenue declined 2.0%
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 : UIS
The strongest argument for UIS centers on PEG Ratio, Debt/Equity. PEG of 0.15 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 : UIS
The primary concerns for UIS are Market Cap, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
TSM profiles as a growth stock while UIS is a turnaround play — different risk/reward profiles.
UIS carries more volatility with a beta of 1.89 — 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 36/100), backed by strong 49.9% margins and 36.0% revenue growth. UIS offers better value entry with a 64.0% 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 →Unisys Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Unisys Corporation is a global information technology services company. The company is headquartered in Blue Bell, Pennsylvania.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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