APPLIED MATERIALS INC /DE vs Taiwan Semiconductor Manufacturing Company Limited, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMAT and TSM diverge most: on debt / equity, AMAT reads 0.26 and TSM reads 0.00; on revenue growth, AMAT reads +7.7% and TSM reads +17.7%. The rest of the comparable metrics sit closer together. What AMAT's price implies is a bet that sits within the historical range (whole-company basis). What TSM's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMAT | TSM |
|---|---|---|
| Price | $456.33 | $433.08 |
| Market cap | $365.1B | $2.25T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 39.4 | 63.7 |
| P/B | 14.25 | 17.21 |
| P/S | 11.84 | 25.22 |
| EV/EBITDA | 38.2 | 54.1 |
| Revenue growth | +7.7% | +17.7% |
| Gross margin | 50.3% | 55.6% |
| Operating margin | 33.7% | 45.3% |
| Net margin | 28.1% | 39.6% |
| Return on equity | 33.9% | 27.1% |
| Return on assets | 19.9% | 17.3% |
| Return on invested capital | 24.8% | 25.4% |
| FCF yield | 1.5% | 1.2% |
| Dividend yield | 0.4% | — |
| Debt / equity | 0.26 | 0.00 |
| Current ratio | 2.42 | 2.36 |
| Altman Z (solvency) | 9.32 | 8.22 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.