SYNA vs TSM
Synaptics vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
VS
TSM
Taiwan Semiconductor Mfg.
74
Buy
| Metric | SYNA | TSM |
|---|
| AI Score |
69
|
74
|
| Price |
$108.69
|
$426.41
|
| P/E Ratio |
-8.61×
|
27.76×
|
| ROE |
-52.8%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.7%
|
64.2%
|
| Debt / Equity |
0.90×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
50.9
|
60.6
|
| Beta |
1.96
|
1.392
|
| Expected Upside |
+6.4%
|
+12.2%
|
AI Committee View
Current Innellis committee reasoning for SYNA versus TSM.
TSM leads by 5 points.
TSM scores 74/100 (Buy) versus SYNA at 69/100 (Buy).
SYNA Committee View
60% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 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
- Bollinger bandwidth of 20.8% signals elevated volatility — Risk
TSM Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 2971.31). The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Stochastic RSI (94.9) confirms overbought conditions.
- Risk/reward is unfavorable: 26.4% downside vs 12.2% upside.