Jul 17, 2024
Taiwan Semiconductor Ltd
TSM
Statistics
| $157.33 | Share Price |
| $269.00 | Fair Value |
| -41.51% | Price vs Fair Value |
| $815.9 B | Market Cap |
| 22.2% | 3yr Avg Revenue Growth |
| 25.5% | Projected Sales Growth Next Year |
| 20.6% | Free Cash Flow ROIC |
 | Rising Revenues |
 | Recurring Revenues |
 | Economies of Scale Moat |
Stock Research and Updates
Research Article
Updates
TSMC Annual Update
Jan 29, 2025
TSMC Reports Q2 Results
Jul 20, 2024
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Taiwan Semiconductor Ltd (TSM) is $269.00.
| 39.0% | Free Cash Flow Margin |
| 11.0% | Discount Rate / Required Rate of Return |
| 18.4% | Average Annual Revenue Growth (Years 1-5) |
| 0.0% | Average Annual Share Dilution (Years 1-5) |
| 9.4% | Average Annual Revenue Growth (Years 6-10) |
| 0.0% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $263.03 | Sum of Discounted Free Cash Flows |
| $5.71 | Net "Excess" Cash/Debt Per Share |
| $269.00 | Fair Value Estimate (rounded) |
Last updated Jan 29, 2025
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Watch List
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| RDDT | -3.54% |
| NTNX | 16.39% |
| CRWD | 79.36% |
| SE | 18.56% |
| SNOW | 4.67% |
| APPF | 5.15% |
| PINS | -36.61% |
vs. Fair Value Estimates
Buy List
| SEMR | -42.19% |
| TSM | -41.51% |
| ZETA | -33.44% |
| GOOG | -51.18% |
| NYAX | -34.12% |
| MSFT | -29.74% |
| ODD | -34.79% |
| ASR | -33.82% |
| FLYW | -44.45% |
| HRMY | -60.62% |
| GLBE | -29.41% |
| YOU | -33.68% |
| ABNB | -35.60% |
| MELI | -27.00% |
| ADBE | -45.51% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| CELH | 48.32% |
| TOST | 16.17% |
| CPNG | -18.94% |
| HIMS | -15.83% |
| PAYC | -21.12% |
| MNDY | 8.70% |
| ZS | 25.55% |
| V | -6.98% |
| ADSK | -1.73% |
| NOW | -1.39% |
| FTNT | -2.75% |
| TEAM | -9.10% |
vs. Fair Value Estimates