Taiwan Semiconductor Manufacturing (TSM)vsYimutian Inc. American Depositary Shares (YMT)
TSM
Taiwan Semiconductor Manufacturing
$426.35
-0.96%
TECHNOLOGY · Cap: $2.23T
YMT
Yimutian Inc. American Depositary Shares
$0.22
-1.23%
TECHNOLOGY · Cap: $2.29M
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 3156910% more annual revenue ($4.44T vs $140.66M). TSM leads profitability with a 49.9% profit margin vs -33.2%. TSM earns a higher WallStSmart Score of 84/100 (A-).
TSM
Exceptional Buy84
out of 100
Grade: A-
YMT
Avoid22
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.4%
Fair Value
$894.73
Current Price
$426.35
$468.38 discount
Intrinsic value data unavailable for YMT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 60.3%
Revenue surging 36.0% year-over-year
Earnings expanding 77.4% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 88.8x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 7.7%
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 49.9% and operating margin at 60.3%. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : YMT
The strongest argument for YMT centers on Debt/Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Bear Case : YMT
The primary concerns for YMT are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
TSM profiles as a growth stock while YMT is a turnaround play — different risk/reward profiles.
TSM is growing revenue faster at 36.0% — sustainability is the question.
TSM generates stronger free cash flow (287.4B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 22/100), backed by strong 49.9% margins and 36.0% 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.
Visit Website →Yimutian Inc. American Depositary Shares
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Yimutian Inc., provides agricultural B2B platform services for agricultural product transaction in the People's Republic of China. The company is headquartered in Haidian, China.
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