176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
7.36%
Revenue growth above 1.5x TSM's 0.69%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
7.77%
Gross profit growth above 1.5x TSM's 3.83%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
2.86%
EBIT growth 75-90% of TSM's 3.43%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
2.86%
Operating income growth at 75-90% of TSM's 3.43%. Bill Ackman would demand a plan to enhance operating leverage.
-15.85%
Negative net income growth while TSM stands at 0.94%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-13.64%
Negative EPS growth while TSM is at 0.80%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-20.00%
Negative diluted EPS growth while TSM is at 0.80%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.55%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
4.96%
Slight or no buyback while TSM is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
15.73%
Maintaining or increasing dividends while TSM cut them. John Neff might see a strong edge in shareholder returns.
100.39%
OCF growth above 1.5x TSM's 46.52%. David Dodd would confirm a clear edge in underlying cash generation.
108.40%
FCF growth under 50% of TSM's 233.31%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
128.82%
10Y revenue/share CAGR under 50% of TSM's 2276.75%. Michael Burry would suspect a lasting competitive disadvantage.
71.09%
5Y revenue/share CAGR under 50% of TSM's 150.28%. Michael Burry would suspect a significant competitive gap or product weakness.
45.63%
3Y revenue/share CAGR at 50-75% of TSM's 79.81%. Martin Whitman would question if the firm lags behind competitor innovations.
134.63%
10Y OCF/share CAGR at 50-75% of TSM's 222.72%. Martin Whitman might fear a structural deficiency in operational efficiency.
27.25%
Below 50% of TSM's 154.15%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
30.36%
3Y OCF/share CAGR under 50% of TSM's 80.21%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
118.48%
Below 50% of TSM's 258.40%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
30.54%
Below 50% of TSM's 209.10%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
36.90%
Below 50% of TSM's 140.30%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
217.26%
10Y equity/share CAGR 1.25-1.5x TSM's 174.27%. Bruce Berkowitz would see if strong ROE or conservative payout policy fosters faster book value growth.
52.05%
Below 50% of TSM's 115.74%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
6.51%
Below 50% of TSM's 62.98%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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49.76%
Below 50% of TSM's 142.84%. Michael Burry suspects the firm invests elsewhere or can’t match the competitor’s dividend policy.
-5.78%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
-1.65%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
2.73%
Asset growth well under 50% of TSM's 9.75%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
0.65%
Under 50% of TSM's 5.92%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
6.56%
Debt growth far above TSM's 11.20%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
4.56%
R&D growth drastically higher vs. TSM's 6.60%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
5.92%
SG&A growth well above TSM's 1.40%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.