COMPARE · Data as of August 21, 2026
CRUS vs TSM
Verdict: Side-by-side breakdown using the Bull Rankings model. CRUS scored 67.0, TSM scored 69.7 — TSM leads.
Compare another set
CRUS
Cirrus Logic, Inc.
67
$115.33 · $5.8B
fundamentals as of
Score gap
2.7
TSM leads
TSM
Taiwan Semiconductor Manufacturing Company Limited
69.7
$418.95 · $2.2T
At a glance · who leads each dimension, on the model's own rules
- CheapestCRUS14.1x
- Fastest growthTSM+33.9%
- Strongest balance sheetCRUS0.06
- Highest qualityTSM90 / 100
- Largest discount to fair valueCRUS-26%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CRUS
stronger →← stronger
TSM
89
Qualityreturns · margins · balance sheet
90
61
Growthrevenue & earnings expansion
94
56
Valuevaluation vs sector peers
55
TSM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CRUS
TSM
$572mC+
FCF
$35.7bA
+6.2%C+
Rev
+33.9%A
0.06A-
D/E
0.17B+
14.1xA
P/E
31.2xB
9.35D
PEG
0.98B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CRUS
TSM
26% below
Price vs fair valuelower is cheaper
213% above
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~46%/yr
+30%
1-yr DCF upside
-76%
+35%
5-yr DCF upside
-68%
+41%
10-yr DCF upside
-53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CRUS
Why this score
- Buying back stock
- Durable high returns
TSM
Why this score
- Raising its dividend
- Durable high returns
- Foreign reporter (TWD)
The companies
CRUSCirrus Logic, Inc.
Why now
Semiconductors · market cap $5.8b. Down 36% from 52-week high of $180.42 — deep drawdown territory. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $165.00 (implying +43% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 133% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
TSMTaiwan Semiconductor Manufacturing Company Limited
Why now
Semiconductors · market cap $2.2T. 13% off the 52-week high of $479.00. Revenue growing +34% — in hypergrowth territory. PEG 0.98 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $554.45 (implying +32% upside).
Moat
Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $2.2T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 15.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CRUS and TSM diverge
On the headline score the gap is 2.7 points in favor of TSM. The widest single difference is Growth, where TSM leads by 33.2 points.
- GrowthCRUS 60.7 · TSM 93.9TSM +33.2
- QualityCRUS 88.6 · TSM 90.3level
- ValueCRUS 55.9 · TSM 54.7level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.