COMPARE · Data as of August 27, 2026
SKHY vs TSEM
Verdict: Side-by-side breakdown using the Bull Rankings model. SKHY scored 72.0, TSEM scored 24.0 — SKHY leads.
Compare another set
Different reporting periods. SKHY's fundamentals are as of March 2026, but TSEM's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
SKHY
SK hynix Inc.
72
$158.02 · $1.1T
fundamentals as of
Score gap
48.0
SKHY leads
TSEM
Tower Semiconductor Ltd.
24
$219.85 · $24.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSKHY+46.8%
- Strongest balance sheetTSEM0.05
- Highest qualitySKHY91 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
SKHY
stronger →← stronger
TSEM
91
Qualityreturns · margins · balance sheet
46
98
Growthrevenue & earnings expansion
60
79
Valuevaluation vs sector peers
3
SKHY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
SKHY
TSEM
$29.4bA
FCF
-$49mF
+46.8%A
Rev
+9.1%B
0.08B+
D/E
0.05A-
9.7xA
P/E
—
0.32A
PEG
5.44D
—
P/S
15.9xC
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
SKHY
TSEM
183% above
Price vs fair valuelower is cheaper
—
~45%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-73%
1-yr DCF upside
—
-65%
5-yr DCF upside
—
-50%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SKHY
Why this score
- Short track record
- Foreign reporter (KRW)
TSEM
No notable signals flagged.
The companies
SKHYSK hynix Inc.
Why now
Semiconductors · market cap $1.1T. 19% off the 52-week high of $194.80. Revenue growing +47% — in hypergrowth territory. PEG 0.32 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $246.97 (implying +56% upside).
Moat
Net margin 86% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 93% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.1T 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
Beta 2.40 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
TSEMTower Semiconductor Ltd.
Why now
Semiconductors · market cap $24.8b. Down 31% from 52-week high of $319.94 — deep drawdown territory. 7 sell-side analysts publish a mean 1-yr target of $321.32 (implying +46% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Free cash flow is negative (-$49m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 87.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 SKHY and TSEM diverge
On the headline score the gap is 48.0 points in favor of SKHY. The widest single difference is Value, where SKHY leads by 75.9 points.
- ValueSKHY 79.3 · TSEM 3.4SKHY +75.9
- QualitySKHY 91.5 · TSEM 46.3SKHY +45.2
- GrowthSKHY 97.5 · TSEM 59.8SKHY +37.7
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.