NTNX vs TSM
Nutanix vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
VS
TSM
Taiwan Semiconductor Mfg.
65
Buy
| Metric | NTNX | TSM |
|---|
| AI Score |
52
|
65
|
| Price |
$66.45
|
$417.34
|
| P/E Ratio |
65.37×
|
27.82×
|
| ROE |
-27.1%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
87.1%
|
64.2%
|
| Debt / Equity |
-2.11×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
65.0
|
40.8
|
| Beta |
0.603
|
1.392
|
| Expected Upside |
+0.4%
|
+16.7%
|
AI Committee View
Current Innellis committee reasoning for NTNX versus TSM.
TSM leads by 13 points.
TSM scores 65/100 (Buy) versus NTNX at 52/100 (Watch).
NTNX Committee View
67% agreement
6 analysts
Supporting evidence favours the bullish case. The main limiting factor is p/e of 64.2 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 117775.0% YoY — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 64.2 is expensive by classic value standards — Value
- Price-to-book of 22.6x prices in significant intangible value — Value
- ROE of only -321.3% -- cheap may mean cheap for a reason — Value
TSM Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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
- MACD histogram negative -- bearish momentum — Technical