CRUS vs TSM
Cirrus Logic vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
VS
TSM
Taiwan Semiconductor Mfg.
69
Buy
| Metric | CRUS | TSM |
|---|
| AI Score |
64
|
69
|
| Price |
$124.89
|
$419.92
|
| P/E Ratio |
14.78×
|
27.47×
|
| ROE |
19.5%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.8%
|
64.2%
|
| Debt / Equity |
0.08×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
32.2
|
58.7
|
| Beta |
1.163
|
1.369
|
| Expected Upside |
+1.7%
|
+14.0%
|
AI Committee View
Current Innellis committee reasoning for CRUS versus TSM.
TSM leads by 5 points.
TSM scores 69/100 (Buy) versus CRUS at 64/100 (Buy).
CRUS Committee View
67% agreement
6 analysts
The primary driver is eps growing 31.0% yoy. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 20.2% shows genuine earnings power backing the valuation — Value
- EPS growing 31.0% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Weekly RSI at 24 -- oversold on the larger timeframe too — Technical
- Bollinger bandwidth of 16.2% 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: 25.3% downside vs 14.0% upside.