Taiwan Semiconductor Manufacturing (TSM)vsWeRide Inc. American Depositary Shares (WRD)
TSM
Taiwan Semiconductor Manufacturing
$396.06
+0.57%
TECHNOLOGY · Cap: $2.04T
WRD
WeRide Inc. American Depositary Shares
$7.48
-4.35%
TECHNOLOGY · Cap: $2.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 599371% more annual revenue ($4.10T vs $684.59M). TSM leads profitability with a 46.5% profit margin vs -241.7%. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
WRD
Hold35
out of 100
Grade: F
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
+24.5%
Fair Value
$10.00
Current Price
$7.48
$2.52 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
Revenue surging 123.0% year-over-year
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 60.6x book value
0.0% earnings growth
ROE of -22.1% — below average capital efficiency
Currently unprofitable
Operating margin of -182.7%
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 : WRD
The strongest argument for WRD centers on Revenue Growth, Price/Book. Revenue growth of 123.0% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : WRD
The primary concerns for WRD are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
TSM profiles as a growth stock while WRD is a hypergrowth play — different risk/reward profiles.
WRD is growing revenue faster at 123.0% — sustainability is the question.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 35/100), backed by strong 46.5% margins and 35.1% revenue growth. WRD offers better value entry with a 24.5% 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 →WeRide Inc. American Depositary Shares
TECHNOLOGY · SOFTWARE - APPLICATION · USA
WeRide, Inc. is a China-based company founded in 2017 and headquartered in Guangzhou. It focuses on developing and selling autonomous vehicles—such as robotaxis, robobuses, and robosweepers—along with related sensor technologies.
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