Stock comparison
Fortinet
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.
FTNT
Fortinet
Market cap
$89.95B
Sector
Technology
TSM
Taiwan Semiconductor Manufacturing Company Limited
Market cap
$2.1T
Sector
Technology
Overall winner
Fortinet FTNT
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | FTNT | TSM | Winner |
|---|---|---|---|
| Warren Buffett | 83A | 67B | FTNT |
| Benjamin Graham | 82A | 80A | FTNT |
| Philip Fisher | 95A | 83A | FTNT |
| Peter Lynch | 75B | 70B | FTNT |
| Joel Greenblatt | 79C | 69B | FTNT |
| Charlie Munger | 82A | 77B | FTNT |
| Terry Smith | 87A | 73C | FTNT |
Side-by-side metrics
| Metric | FTNT | TSM |
|---|---|---|
| Market cap | $89.95B | $2.1T |
| P/E (TTM) | 46.4x | 30.5x |
| EV/EBIT | 42.4x | 29.0x |
| ROIC (TTM) | 33.92% | 25.8% |
| Gross margin | 80.67% | 61.87% |
| Net margin | 27.49% | 47.0% |
| Revenue CAGR 5y | 19.43% | 24.78% |
| EPS CAGR 5y | 34.75% | 30.83% |
| Debt / Equity | 0.5x | 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.
FTNT leads on
- ROIC (TTM)33.92%vs 25.8%+24%
- Gross margin80.67%vs 61.87%+23%
- EPS CAGR 5y34.75%vs 30.83%+11%
TSM leads on
- Dividend yield0.91%vs 0.0%+100%
- Market cap$2.1Tvs $89.95B+96%
- Debt / Equity0.2xvs 0.5x+66%
- Net margin47.0%vs 27.49%+42%
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.