Back to discover
§ The cross-read
AMAT vs TSM
AMAT's Section-2 prolonged WFE Downturn risk is the dominant variable in any cross-read.
Fair-value ladder
Fair-value ladder unavailable — one or both tickers have no published mid fair value.
Aligned scorecards
AMATTSM
| AMATApplied Materials Inc. | TSMTaiwan Semiconductor Manufacturing Company Limited | |
|---|---|---|
| Trend | - | - |
| Price | - | - |
| Fair value | - | - |
| FV range | - | - |
| Upside | - | - |
| Rating | Tut | Tut |
| Confidence | - | - |
| Moat | - | - |
| Archetype | - | - |
| Sector | Information Technology | Technology |
| Analyzed | - | - |
9-category scorecards
AMAT
Applied Materials Inc.
Valuation
5.0/10
0.11x
Management
6.9/10
0.11x
Balance Sheet
7.5/10
0.11x
Profitability
8.5/10
0.11x
Revenue Growth
2.5/10
0.11x
Risk Assessment
6.0/10
0.11x
Competitive Moat
9.0/10
0.11x
Earnings Quality
7.5/10
0.11x
Capital Efficiency
6.0/10
0.11x
Weighted Overall
6.5/10
TSM
Taiwan Semiconductor Manufacturing Company Limited
Valuation
5.0/10
0.11x
Management
8.2/10
0.11x
Balance Sheet
8.5/10
0.11x
Profitability
8.5/10
0.11x
Revenue Growth
9.0/10
0.11x
Risk Assessment
8.0/10
0.11x
Competitive Moat
9.0/10
0.11x
Earnings Quality
9.0/10
0.11x
Capital Efficiency
8.5/10
0.11x
Weighted Overall
8.2/10