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 ev/ebitda, AMD reads 137.7 and TSM reads 37.8; on return on invested capital, AMD reads 8.0% and TSM reads 24.9%. The rest of the comparable metrics sit closer together. 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 | AMD | TSM |
|---|---|---|
| Price | $607.29 | $453.30 |
| Market cap | $1.01T | $2.35T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 156.1 | 66.7 |
| P/B | 14.99 | 18.01 |
| P/S | 24.39 | 26.39 |
| EV/EBITDA | 137.7 | 37.8 |
| Revenue growth | +39.4% | +17.7% |
| Gross margin | 53.8% | 55.6% |
| Operating margin | 17.3% | 45.3% |
| Net margin | 14.3% | 39.6% |
| Return on equity | 8.8% | 27.1% |
| Return on assets | 7.0% | 17.3% |
| Return on invested capital | 8.0% | 24.9% |
| FCF yield | 0.8% | 1.1% |
| Debt / equity | 0.05 | 0.02 |
| Current ratio | 2.61 | 2.36 |
| Altman Z (solvency) | 6.94 | 8.22 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.