TSM vs WDAY
Taiwan Semiconductor Mfg. vs Workday Inc. — AI-powered side-by-side comparison
TSM
Taiwan Semiconductor Mfg.
69
Buy
VS
| Metric | TSM | WDAY |
|---|
| AI Score |
69
|
60
|
| Price |
$417.25
|
$194.54
|
| P/E Ratio |
27.82×
|
61.85×
|
| ROE |
32.4%
|
8.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.2%
|
75.8%
|
| Debt / Equity |
0.15×
|
0.57×
|
| Dividend Yield |
0.9%
|
0.0%
|
| RSI (14) |
40.8
|
65.8
|
| Beta |
1.392
|
1.054
|
| Expected Upside |
+16.7%
|
+25.4%
|
AI Committee View
Current Innellis committee reasoning for TSM versus WDAY.
TSM leads by 9 points.
TSM scores 69/100 (Buy) versus WDAY at 60/100 (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
- Price structure making higher highs and higher lows — Technical
Bear Case
- MACD histogram is negative (-0.173) — bearish momentum.
WDAY Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 77.0% yoy. Value Analyst remains cautious — p/e of 51.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 77.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 51.1 is expensive by classic value standards — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical