PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
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.
34.15%
Revenue growth above 1.5x TSM's 12.80%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
41.62%
Gross profit growth above 1.5x TSM's 22.68%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
53.19%
EBIT growth above 1.5x TSM's 25.34%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
53.19%
Operating income growth above 1.5x TSM's 25.34%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
49.37%
Net income growth above 1.5x TSM's 31.23%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
52.00%
EPS growth above 1.5x TSM's 31.24%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
48.00%
Diluted EPS growth above 1.5x TSM's 31.24%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-0.20%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.20%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-2.80%
Dividend reduction while TSM stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
15.50%
OCF growth of 15.50% while TSM is zero. Bruce Berkowitz would see if small gains can expand into a larger competitive lead.
16.42%
FCF growth of 16.42% while TSM is zero. Bruce Berkowitz would see if modest improvements in free cash can accelerate further.
1518.55%
10Y revenue/share CAGR above 1.5x TSM's 263.43%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
462.25%
5Y revenue/share CAGR above 1.5x TSM's 159.28%. David Dodd would look for consistent product or market expansions fueling outperformance.
284.03%
3Y revenue/share CAGR above 1.5x TSM's 83.27%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
4152.63%
OCF/share CAGR of 4152.63% while TSM is zero. Bruce Berkowitz might see a slight advantage that could compound over time.
1386.02%
OCF/share CAGR of 1386.02% while TSM is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.
474.19%
3Y OCF/share CAGR of 474.19% while TSM is zero. Bruce Berkowitz might see if small gains can expand into a broader advantage.
7228.78%
Net income/share CAGR above 1.5x TSM's 326.14% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
641.72%
5Y net income/share CAGR above 1.5x TSM's 221.84%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
592.96%
3Y net income/share CAGR above 1.5x TSM's 108.17%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
624.82%
10Y equity/share CAGR above 1.5x TSM's 317.53%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
246.53%
5Y equity/share CAGR above 1.5x TSM's 151.66%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
117.29%
3Y equity/share CAGR 1.25-1.5x TSM's 92.37%. Bruce Berkowitz confirms timely buybacks or margin improvements drive stronger near-term equity growth.
110.43%
Dividend/share CAGR of 110.43% while TSM is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
5.21%
Dividend/share CAGR of 5.21% while TSM is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
-1.86%
Negative near-term dividend growth while TSM invests at 0.00%. Joel Greenblatt sees a weaker short-term distribution policy unless justified by strategic spending.
17.59%
AR growth well above TSM's 18.91%. Michael Burry fears inflated revenue or higher default risk in the near future.
10.65%
Inventory growth well above TSM's 7.48%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
9.27%
Asset growth above 1.5x TSM's 3.06%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
21.20%
BV/share growth above 1.5x TSM's 5.29%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
0.67%
We have some new debt while TSM reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
12.45%
We increase R&D while TSM cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
10.77%
We expand SG&A while TSM cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.