WallStSmart

Taiwan Semiconductor Manufacturing (TSM)vsWebus International Limited Ordinary Shares (WETO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Taiwan Semiconductor Manufacturing generates 11529953% more annual revenue ($4.10T vs $35.59M). TSM leads profitability with a 46.5% profit margin vs -35.1%. TSM earns a higher WallStSmart Score of 84/100 (A-).

TSM

Exceptional Buy

84

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 6.7Quality: 9.0
Piotroski: 6/9Altman Z: 3.86

WETO

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TSMUndervalued (+72.4%)

Margin of Safety

+72.4%

Fair Value

$1399.41

Current Price

$396.06

$1003.35 discount

UndervaluedFair: $1399.41Overvalued

Intrinsic value data unavailable for WETO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TSM6 strengths · Avg: 10.0/10
Market CapQuality
$2.04T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
36.2%10/10

Every $100 of equity generates 36 in profit

Profit MarginProfitability
46.5%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
58.1%10/10

Strong operational efficiency at 58.1%

Revenue GrowthGrowth
35.1%10/10

Revenue surging 35.1% year-over-year

EPS GrowthGrowth
58.4%10/10

Earnings expanding 58.4% YoY

WETO1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

TSM2 concerns · Avg: 3.0/10
P/E RatioValuation
33.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
60.6x2/10

Trading at 60.6x book value

WETO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$11.48M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-29.5%2/10

ROE of -29.5% — below average capital efficiency

Revenue GrowthGrowth
-16.0%2/10

Revenue declined 16.0%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : WETO

The strongest argument for WETO centers on Price/Book.

Bear Case : TSM

The primary concerns for TSM are P/E Ratio, Price/Book.

Bear Case : WETO

The primary concerns for WETO are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

TSM profiles as a growth stock while WETO is a turnaround play — different risk/reward profiles.

TSM is growing revenue faster at 35.1% — sustainability is the question.

Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TSM scores higher overall (84/100 vs 28/100), backed by strong 46.5% margins and 35.1% 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.

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Webus International Limited Ordinary Shares

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Webus International Limited (WETO) is a dynamic player in the digital commerce sector, dedicated to advancing online solutions that improve consumer experiences and operational efficiencies for businesses. By leveraging cutting-edge technology, Webus facilitates seamless transactions that enhance consumer engagement, positioning itself as a leader within the technology landscape. With a strong commitment to innovation and a strategic focus on growth, the company is well-equipped to capitalize on emerging opportunities in e-commerce and digital payments, driving sustainable expansion in a fast-paced market.

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