Taiwan Semiconductor Manufacturing (TSM)vsXunlei Ltd Adr (XNET)
TSM
Taiwan Semiconductor Manufacturing
$434.16
-2.27%
TECHNOLOGY · Cap: $2.27T
XNET
Xunlei Ltd Adr
$5.64
-6.24%
TECHNOLOGY · Cap: $341.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 829297% more annual revenue ($4.10T vs $494.81M). XNET leads profitability with a 176.7% profit margin vs 46.5%. TSM appears more attractively valued with a PEG of 1.37. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
XNET
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.0%
Fair Value
$834.55
Current Price
$434.16
$400.39 discount
Margin of Safety
+25.4%
Fair Value
$7.80
Current Price
$5.64
$2.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Keeps 177 of every $100 in revenue as profit
Revenue surging 53.9% year-over-year
Earnings expanding 11785.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 66.4x book value
Smaller company, higher risk/reward
Operating margin of 4.4%
Weak financial health signals
Expensive relative to growth rate
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 : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 176.7% and operating margin at 4.4%. Revenue growth of 53.9% demonstrates continued momentum.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
TSM carries more volatility with a beta of 1.25 — expect wider price swings.
XNET is growing revenue faster at 53.9% — 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 75/100), backed by strong 46.5% margins and 35.1% revenue growth. XNET offers better value entry with a 25.4% margin of safety. Both earn "Exceptional Buy" and "Strong 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 →Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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