TSM vs VICR
Taiwan Semiconductor Mfg. vs Vicor Corporation — AI-powered side-by-side comparison
TSM
Taiwan Semiconductor Mfg.
72
Buy
VS
VICR
Vicor Corporation
66
Buy
| Metric | TSM | VICR |
|---|
| AI Score |
72
|
66
|
| Price |
$426.41
|
$234.59
|
| P/E Ratio |
27.76×
|
71.05×
|
| ROE |
32.4%
|
16.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.2%
|
56.6%
|
| Debt / Equity |
0.15×
|
0.01×
|
| Dividend Yield |
0.9%
|
0.0%
|
| RSI (14) |
67.3
|
55.9
|
| Beta |
1.392
|
2.384
|
| Expected Upside |
+11.2%
|
+68.6%
|
AI Committee View
Current Innellis committee reasoning for TSM versus VICR.
TSM leads by 6 points.
TSM scores 72/100 (Buy) versus VICR at 66/100 (Buy).
TSM Committee View
83% agreement
6 analysts
The primary driver is revenue growing 31.4% yoy -- genuine top-line momentum. The main limiting factor is p/e of 27.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
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
VICR Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 74.2 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.8% shows genuine earnings power backing the valuation — Value
- EPS growing 115.3% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 74.2 is expensive by classic value standards — Value
- Price-to-book of 6.9x prices in significant intangible value — Value
- Bollinger bandwidth of 24.8% signals elevated volatility — Risk