Jul 17, 2024
Taiwan Semiconductor Ltd
TSM
Statistics
| $181.16 | Share Price |
| $269.00 | Fair Value |
| -32.65% | Price vs Fair Value |
| $939.5 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
| RDDT | 24.94% |
| NTNX | 38.83% |
| CRWD | 70.16% |
| SE | 28.20% |
| SNOW | 16.55% |
| APPF | 4.55% |
| PINS | -16.98% |
vs. Fair Value Estimates
Buy List
| SEMR | -32.71% |
| TSM | -32.65% |
| GOOG | -47.71% |
| NYAX | -57.87% |
| MSFT | -28.40% |
| ODD | -28.03% |
| ASR | -25.51% |
| FLYW | -35.10% |
| HRMY | -53.10% |
| YOU | -35.37% |
| ABNB | -27.07% |
| MELI | -26.45% |
| ADBE | -39.12% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| ZETA | -13.00% |
| CELH | 39.52% |
| TOST | 20.50% |
| CPNG | -10.98% |
| HIMS | 6.89% |
| PAYC | -19.54% |
| MNDY | 19.71% |
| GLBE | -14.87% |
| ZS | 28.75% |
| V | -4.75% |
| ADSK | -0.30% |
| NOW | 2.62% |
| FTNT | -2.17% |
| TEAM | 2.90% |
vs. Fair Value Estimates