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AAPL vs TSM

Apple Inc. Common Stock vs Taiwan Semiconductor Manufacturing Company Ltd.. Scores ACCE, valorisation, rentabilité et croissance côte à côte.

Scores ACCE
AAPL
TSM
Score composite
Sur 100
72
91
Croissance
80
100
Valeur
25
66
Qualité
87
100
Momentum
97
97
Valorisation
AAPL
TSM
Cours
339,75
452,00
Capitalisation
4,96 Bn
2,34 Bn
PER glissant
39,01
33,63
PER prévisionnel
35,43
20,62
VE / EBITDA
29,34
18,19
Rendement du dividende
0,3 %
0,9 %
Rentabilité
AAPL
TSM
ROE
1,5 %
40,0 %
Marge nette
27,6 %
49,9 %
Dette / capitaux propres
1,34
0,19
Flux de trésorerie disponible
98,77 Md
1,10 Bn
Croissance
AAPL
TSM
Croissance du chiffre d'affaires (sur 1 an)
16,4 %
36,0 %
Croissance des bénéfices (sur 1 an)
28,7 %
77,4 %
Objectif des analystes
-
-
Verdict 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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