TSM vs UI
Taiwan Semiconductor Mfg. vs Ubiquiti Inc. — AI-powered side-by-side comparison
TSM
Taiwan Semiconductor Mfg.
72
Buy
VS
| Metric | TSM | UI |
|---|
| AI Score |
72
|
66
|
| Price |
$422.01
|
$573.47
|
| P/E Ratio |
27.76×
|
36.79×
|
| ROE |
32.4%
|
106.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.2%
|
46.0%
|
| Debt / Equity |
0.15×
|
0.06×
|
| Dividend Yield |
0.9%
|
0.6%
|
| RSI (14) |
57.1
|
68.3
|
| Beta |
1.392
|
1.314
|
| Expected Upside |
+14.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for TSM versus UI.
TSM leads by 6 points.
TSM scores 72/100 (Buy) versus UI at 66/100 (Buy).
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.
UI Committee View
60% agreement
5 analysts
Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 101.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
- EPS growing 71.2% YoY — Growth
Bear Case
- P/E of 36.7 is moderate-to-rich — Value
- Price-to-book of 37.3x prices in significant intangible value — Value