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.
16.78%
Revenue growth 1.25-1.5x TSM's 11.26%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
15.87%
Gross profit growth 1.25-1.5x TSM's 10.94%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
17.31%
EBIT growth 1.25-1.5x TSM's 15.14%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
17.31%
Operating income growth 1.25-1.5x TSM's 13.84%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
16.33%
Net income growth above 1.5x TSM's 10.15%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
16.18%
EPS growth above 1.5x TSM's 10.19%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
16.42%
Diluted EPS growth above 1.5x TSM's 10.19%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-0.18%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.30%
Reduced diluted shares while TSM is at 0.00%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.22%
Dividend reduction while TSM stands at 13.90%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
21.67%
OCF growth of 21.67% while TSM is zero. Bruce Berkowitz would see if small gains can expand into a larger competitive lead.
24.45%
FCF growth of 24.45% while TSM is zero. Bruce Berkowitz would see if modest improvements in free cash can accelerate further.
2457.03%
10Y revenue/share CAGR above 1.5x TSM's 354.56%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
1057.66%
5Y revenue/share CAGR above 1.5x TSM's 200.63%. David Dodd would look for consistent product or market expansions fueling outperformance.
403.10%
3Y revenue/share CAGR above 1.5x TSM's 74.82%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
7201.40%
OCF/share CAGR of 7201.40% while TSM is zero. Bruce Berkowitz might see a slight advantage that could compound over time.
968.99%
OCF/share CAGR of 968.99% while TSM is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.
1082.05%
3Y OCF/share CAGR of 1082.05% while TSM is zero. Bruce Berkowitz might see if small gains can expand into a broader advantage.
9870.55%
Net income/share CAGR above 1.5x TSM's 401.52% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
2036.19%
5Y net income/share CAGR above 1.5x TSM's 229.65%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
698.24%
3Y net income/share CAGR above 1.5x TSM's 68.03%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
1299.84%
10Y equity/share CAGR above 1.5x TSM's 332.87%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
484.46%
5Y equity/share CAGR above 1.5x TSM's 168.36%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
182.07%
3Y equity/share CAGR above 1.5x TSM's 84.93%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
374.95%
10Y dividend/share CAGR above 1.5x TSM's 1.68%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
151.21%
5Y dividend/share CAGR above 1.5x TSM's 82.21%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
149.56%
3Y dividend/share CAGR above 1.5x TSM's 65.64%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
25.20%
Our AR growth while TSM is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
14.67%
Inventory growth well above TSM's 3.68%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
12.66%
Positive asset growth while TSM is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
13.52%
BV/share growth above 1.5x TSM's 0.34%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
2.10%
We have some new debt while TSM reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
9.71%
R&D growth drastically higher vs. TSM's 8.37%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
6.53%
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.