BELFA vs TSM
Bel Fuse Inc. vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
BELFA
Bel Fuse Inc.
64
Buy
VS
TSM
Taiwan Semiconductor Mfg.
72
Buy
| Metric | BELFA | TSM |
|---|
| AI Score |
64
|
72
|
| Price |
$235.08
|
$422.01
|
| P/E Ratio |
72.53×
|
27.76×
|
| ROE |
14.5%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.5%
|
64.2%
|
| Debt / Equity |
0.04×
|
0.15×
|
| Dividend Yield |
0.1%
|
0.9%
|
| RSI (14) |
55.7
|
57.1
|
| Beta |
1.393
|
1.392
|
| Expected Upside |
—
|
+14.3%
|
AI Committee View
Current Innellis committee reasoning for BELFA versus TSM.
TSM leads by 8 points.
TSM scores 72/100 (Buy) versus BELFA at 64/100 (Buy).
BELFA Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 25.3% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 76.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 25.3% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 76.1 is expensive by classic value standards — Value
- Price-to-book of 5.0x prices in significant intangible value — Value
- Bollinger bandwidth of 18.8% signals elevated volatility — Risk
TSM Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 25.0% downside vs 14.3% upside.