ADVANCED MICRO DEVICES INC 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 AMD and TSM diverge most: on debt / equity, AMD reads 0.05 and TSM reads 0.00; on return on invested capital, AMD reads 5.1% and TSM reads 25.4%. The rest of the comparable metrics sit closer together. What AMD's price implies is a somewhat stretched bet versus history (whole-company basis). What TSM's price implies is an extreme bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMD | TSM |
|---|---|---|
| Price | $522.03 | $402.68 |
| Market cap | $861.3B | $2.09T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 171.2 | 59.2 |
| P/B | 13.36 | 16.00 |
| P/S | 23.00 | 23.45 |
| EV/EBITDA | 196.8 | 50.2 |
| Revenue growth | +34.8% | +22.6% |
| Gross margin | 52.8% | 55.6% |
| Operating margin | 14.4% | 45.3% |
| Net margin | 13.4% | 39.6% |
| Return on equity | 7.8% | 27.1% |
| Return on assets | 6.3% | 17.3% |
| Return on invested capital | 5.1% | 25.4% |
| FCF yield | 1.0% | 1.3% |
| Debt / equity | 0.05 | 0.00 |
| Current ratio | 2.72 | 2.36 |
| Altman Z (solvency) | 6.95 | 8.22 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.