NTES vs TSM
NetEase, Inc. vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
NTES
NetEase, Inc.
68
Buy
VS
TSM
Taiwan Semiconductor Mfg.
72
Buy
| Metric | NTES | TSM |
|---|
| AI Score |
68
|
72
|
| Price |
$127.86
|
$422.01
|
| P/E Ratio |
16.36×
|
27.76×
|
| ROE |
21.0%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
65.7%
|
64.2%
|
| Debt / Equity |
0.07×
|
0.15×
|
| Dividend Yield |
2.3%
|
0.9%
|
| RSI (14) |
44.6
|
57.1
|
| Beta |
0.8
|
1.392
|
| Expected Upside |
—
|
+14.3%
|
AI Committee View
Current Innellis committee reasoning for NTES versus TSM.
TSM leads by 4 points.
TSM scores 72/100 (Buy) versus NTES at 68/100 (Buy).
NTES Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
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.