TSM vs TTMI
Taiwan Semiconductor Mfg. vs TTM Technologies — AI-powered side-by-side comparison
TSM
Taiwan Semiconductor Mfg.
74
Buy
VS
TTMI
TTM Technologies
69
Buy
| Metric | TSM | TTMI |
|---|
| AI Score |
74
|
69
|
| Price |
$426.41
|
$140.04
|
| P/E Ratio |
27.76×
|
61.40×
|
| ROE |
32.4%
|
10.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.2%
|
20.7%
|
| Debt / Equity |
0.15×
|
0.56×
|
| Dividend Yield |
0.9%
|
0.0%
|
| RSI (14) |
60.6
|
60.9
|
| Beta |
1.392
|
2.161
|
| Expected Upside |
+12.2%
|
+59.8%
|
AI Committee View
Current Innellis committee reasoning for TSM versus TTMI.
TSM leads by 5 points.
TSM scores 74/100 (Buy) versus TTMI at 69/100 (Buy).
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.
TTMI Committee View
60% agreement
5 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
- Bollinger bandwidth of 37.8% signals elevated volatility — Risk