Stock comparison
AppLovin
Taiwan Semiconductor Manufacturing Company Limited
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
APP
AppLovin
Market cap
$161.82B
Sector
Technology
TSM
Taiwan Semiconductor Manufacturing Company Limited
Market cap
$2.1T
Sector
Technology
Overall winner
AppLovin APP
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | APP | TSM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 67B | APP |
| Benjamin Graham | 83D | 80A | APP |
| Philip Fisher | 82A | 83A | TSM |
| Peter Lynch | 84A | 70B | APP |
| Joel Greenblatt | 93C | 69B | APP |
| Charlie Munger | 94D | 77B | APP |
| Terry Smith | 95A | 73C | APP |
Side-by-side metrics
| Metric | APP | TSM |
|---|---|---|
| Market cap | $161.82B | $2.1T |
| P/E (TTM) | 42.7x | 30.5x |
| EV/EBIT | 40.7x | 29.0x |
| ROIC (TTM) | 65.24% | 25.8% |
| Gross margin | 88.37% | 61.87% |
| Net margin | 64.29% | 47.0% |
| Revenue CAGR 5y | 18.36% | 24.78% |
| EPS CAGR 5y | 2.17% | 30.83% |
| Debt / Equity | 1.5x | 0.2x |
| Dividend yield | 0.0% | 0.91% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
APP leads on
- EPS CAGR 5y2.17%vs 30.83%+86%
- ROIC (TTM)65.24%vs 25.8%+60%
- Gross margin88.37%vs 61.87%+30%
- Net margin64.29%vs 47.0%+27%
TSM leads on
- Dividend yield0.91%vs 0.0%+100%
- Market cap$2.1Tvs $161.82B+92%
- Debt / Equity0.2xvs 1.5x+88%
- EV/EBIT29.0xvs 40.7x+29%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.