ADSK vs TSM
Autodesk vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
VS
TSM
Taiwan Semiconductor Mfg.
68
Buy
| Metric | ADSK | TSM |
|---|
| AI Score |
65
|
68
|
| Price |
$254.43
|
$410.22
|
| P/E Ratio |
36.79×
|
27.53×
|
| ROE |
36.9%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
91.1%
|
64.2%
|
| Debt / Equity |
0.85×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
62.2
|
50.8
|
| Beta |
1.298
|
1.392
|
| Expected Upside |
+0.4%
|
+14.2%
|
AI Committee View
Current Innellis committee reasoning for ADSK versus TSM.
TSM leads by 3 points.
TSM scores 68/100 (Buy) versus ADSK at 65/100 (Buy).
ADSK Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
TSM Committee View
67% agreement
6 analysts
The primary driver is revenue growing 31.4% yoy -- genuine top-line momentum. The main limiting factor is p/e of 27.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 39.9% shows genuine earnings power backing the valuation — Value
- Revenue growing 31.4% YoY -- genuine top-line momentum — Growth
- EPS growing 55.2% YoY — Growth
Bear Case
- P/E of 27.9 is moderate-to-rich — Value
- Price-to-book of 7.3x prices in significant intangible value — Value