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AAPL vs TSM

Apple Inc. Common Stock vs Taiwan Semiconductor Manufacturing Company Ltd.. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

Puntuaciones ACCE
AAPL
TSM
Puntuación compuesta
Sobre 100
72
91
Crecimiento
80
100
Valor
25
66
Calidad
87
100
Momentum
97
97
Valoración
AAPL
TSM
Precio
339,75
452,00
Capitalización
4,96 B
2,34 B
PER actual
39,01
33,63
PER estimado
35,43
20,62
VE / EBITDA
29,34
18,19
Rentabilidad por dividendo
0,3 %
0,9 %
Rentabilidad
AAPL
TSM
ROE
1,5 %
40,0 %
Margen neto
27,6 %
49,9 %
Deuda / patrimonio
1,34
0,19
Flujo de caja libre
98.767 M
1,10 B
Crecimiento
AAPL
TSM
Crecimiento de ingresos (interanual)
16,4 %
36,0 %
Crecimiento de beneficios (interanual)
28,7 %
77,4 %
Precio objetivo de analistas
-
-
Veredicto ACCE

$TSM Dominates Across Key Metrics

$TSM emerges as the clear winner with superior fundamentals across nearly every category. The semiconductor giant's ACCE composite score of 90 versus $AAPL's 69 reflects this dominance, driven by perfect 100 ratings in both growth and quality.

Profitability tells the story: $TSM delivers a ROE of 36.2% compared to $AAPL's meager 1.4%, while maintaining a stronger net margin of 46.5% versus 27.2%. $TSM also carries less debt risk with a D/E ratio of 17.13 against $AAPL's leveraged 79.55.

Growth acceleration favors $TSM decisively. Revenue grew 35.1% year-over-year versus $AAPL's 16.6%, while earnings surged 58.4% compared to 21.8%. The forward PE of 21.47 for $TSM versus 29.71 for $AAPL suggests investors pay less for superior growth prospects.

The standout anomaly is $TSM's 85% dividend yield, which appears to reflect a special distribution rather than sustainable policy. Even accounting for this irregularity, $TSM's operational excellence and growth trajectory make it the superior investment choice.

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