Jul 17, 2024
Taiwan Semiconductor Ltd
TSM
Statistics
| $211.10 | Share Price |
| $279.00 | Fair Value |
| -24.34% | Price vs Fair Value |
| $1.1 T | 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 $279.00.
| 39.5% | Free Cash Flow Margin |
| 11.0% | Discount Rate / Required Rate of Return |
| 18.0% | 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 |
| $273.00 | Sum of Discounted Free Cash Flows |
| $6.56 | Net "Excess" Cash/Debt Per Share |
| $279.00 | Fair Value Estimate (rounded) |
Last updated Apr 18, 2025
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Watch List
| CRWD | 113.61% |
| NTNX | 44.26% |
| VEEV | 13.93% |
| SNOW | 50.86% |
| WDAY | -9.43% |
| ENLT | -10.81% |
| WEAV | -27.40% |
| SE | 36.62% |
| SPSC | 12.33% |
| RDDT | 14.74% |
| APPF | 13.92% |
| CMG | 39.56% |
| INTU | 44.44% |
| PSTG | 12.28% |
vs. Fair Value Estimates
Buy List
| TBBB | -35.38% |
| SEMR | -40.13% |
| ZETA | -39.20% |
| GOOG | -45.72% |
| ASR | -29.43% |
| HRMY | -55.45% |
| GLBE | -28.96% |
| YOU | -36.62% |
| MELI | -29.05% |
| ADBE | -39.09% |
vs. Fair Value Estimates
Hold List
| PINS | -14.33% |
| ASML | -13.33% |
| VTEX | 3.36% |
| TSM | -24.34% |
| NYAX | -24.98% |
| MSFT | -13.80% |
| ODD | 9.51% |
| FLYW | -16.08% |
| CELH | 32.77% |
| TOST | 38.47% |
| CPNG | 6.04% |
| HIMS | 40.46% |
| PAYC | -6.84% |
| MNDY | 18.12% |
| ZS | 81.90% |
| V | -2.80% |
| ADSK | 5.86% |
| NOW | 19.40% |
| ABNB | -23.85% |
| FTNT | -0.17% |
| TEAM | -15.16% |
vs. Fair Value Estimates