Taiwan Semiconductor Manufacturing (TSM)vsWix.Com Ltd (WIX)
TSM
Taiwan Semiconductor Manufacturing
$411.68
-0.60%
TECHNOLOGY · Cap: $2.18T
WIX
Wix.Com Ltd
$80.12
-0.27%
TECHNOLOGY · Cap: $4.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 205811% more annual revenue ($4.10T vs $1.99B). TSM leads profitability with a 46.5% profit margin vs 2.5%. WIX appears more attractively valued with a PEG of 0.49. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
WIX
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.3%
Fair Value
$1394.10
Current Price
$411.68
$982.42 discount
Margin of Safety
+73.7%
Fair Value
$273.98
Current Price
$80.12
$193.86 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
Growing faster than its price suggests
Conservative balance sheet, low leverage
Earnings expanding 47.8% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 62.9x book value
2.5% margin — thin
Premium valuation, high expectations priced in
ROE of -754.0% — below average capital efficiency
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 : WIX
The strongest argument for WIX centers on PEG Ratio, Debt/Equity, EPS Growth. Revenue growth of 13.9% demonstrates continued momentum. PEG of 0.49 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 : WIX
The primary concerns for WIX are Profit Margin, P/E Ratio, Return on Equity. A P/E of 85.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
TSM profiles as a growth stock while WIX is a value play — different risk/reward profiles.
TSM carries more volatility with a beta of 1.26 — 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.
Bottom Line
TSM scores higher overall (84/100 vs 51/100), backed by strong 46.5% margins and 35.1% revenue growth. WIX offers better value entry with a 73.7% 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 →Wix.Com Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Wix.com Ltd, develops and markets a cloud-based platform that enables anyone to create a website or web application in North America, Europe, Latin America, Asia, and internationally. The company is headquartered in Tel Aviv, Israel.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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