Taiwan Semiconductor Manufacturing (TSM)vsVerra Mobility Corp (VRRM)
TSM
Taiwan Semiconductor Manufacturing
$396.06
+0.57%
TECHNOLOGY · Cap: $2.04T
VRRM
Verra Mobility Corp
$14.87
-2.62%
TECHNOLOGY · Cap: $2.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 419060% more annual revenue ($4.10T vs $979.08M). TSM leads profitability with a 46.5% profit margin vs 14.0%. VRRM trades at a lower P/E of 17.5x. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
VRRM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$1399.41
Current Price
$396.06
$1003.35 discount
Margin of Safety
+39.1%
Fair Value
$30.49
Current Price
$14.87
$15.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 49 in profit
Attractively priced relative to earnings
Strong operational efficiency at 20.3%
16.4% revenue growth
Earnings expanding 38.1% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 60.6x book value
Weak financial health signals
Distress zone — elevated risk
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 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bull Case : VRRM
The strongest argument for VRRM centers on Return on Equity, P/E Ratio, Operating Margin. Revenue growth of 16.4% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : VRRM
The primary concerns for VRRM are Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
TSM carries more volatility with a beta of 1.25 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 63/100), backed by strong 46.5% margins and 35.1% revenue growth. VRRM offers better value entry with a 39.1% margin of safety. 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.
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 →Verra Mobility Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Verra Mobility Corporation provides smart mobility technology solutions and services in the United States, Canada, and Europe. The company is headquartered in Mesa, Arizona.
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