MSFT vs TSM
Microsoft Corporation Common Stock vs Taiwan Semiconductor Manufacturing Company Ltd.. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$TSM Wins, and It's Not Close
$MSFT is a quality business — 39.3% net margins, 34.0% ROE, and a $3.13T market cap reflect genuine dominance. But at $421.92 with an ACCE score of 65/100, the market is pricing in a lot of perfection for a stock growing revenue at 18.3% and earnings at 23.4%.
$TSM tells a different story. At $404.35, it posts revenue growth of 35.1% and earnings growth of 58.4% — more than double $MSFT's pace on both lines. Its net margin of 46.5% beats $MSFT's 39.3%, ROE of 36.2% edges out $MSFT's 34.0%, and its D/E ratio of 17.13 is cleaner than $MSFT's 30.27. The EV/EBITDA of 2.92 versus $MSFT's 16.74 is a stark valuation gap. Add a 4.1% dividend yield against $MSFT's 0.9%, and $TSM is simultaneously cheaper, faster-growing, and more profitable.
The ACCE scores confirm it: 93/100 vs. 65/100, with $TSM scoring a perfect 100 on both growth and quality. $MSFT's momentum score of 31 is a red flag. $TSM is the clear pick.