AMPHENOL CORPORATION 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 APH and TSM diverge most: on debt / equity, APH reads 1.10 and TSM reads 0.00; on p/s, APH reads 3.57 and TSM reads 25.22. The rest of the comparable metrics sit closer together. What APH'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 | APH | TSM |
|---|---|---|
| Price | $83.92 | $433.08 |
| Market cap | $103.5B | $2.25T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| Implied growth (priced in) | +5.7% | — |
| P/E | 21.0 | 63.7 |
| P/B | 6.63 | 17.21 |
| P/S | 3.57 | 25.22 |
| EV/EBITDA | 12.6 | 54.1 |
| Revenue growth | +54.0% | +17.7% |
| Gross margin | 40.5% | 55.6% |
| Operating margin | 29.5% | 45.3% |
| Net margin | 17.7% | 39.6% |
| Return on equity | 32.9% | 27.1% |
| Return on assets | 11.5% | 17.3% |
| Return on invested capital | 17.9% | 25.4% |
| FCF yield | 4.6% | 1.2% |
| Dividend yield | 0.9% | — |
| Debt / equity | 1.10 | 0.00 |
| Current ratio | 1.89 | 2.36 |
| Altman Z (solvency) | 3.55 | 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.