Shorts and Clips
2026-07-17
It Makes 90% of the World's AI Chips — And It's Cheap #TSM #AI #semiconductors
A fast Charged Alpha clip pointing viewers into the latest earnings coverage.
Competitive view
TSM vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
TSM
$2.07T
TSM
ADBE
$94.31B
ADBE
ABT
$175.37B
Abbott Laboratories
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
TSM
29.8x
TSM
ADBE
13.6x
ADBE
ABT
28.2x
Abbott Laboratories
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
TSM
18.8x
TSM
ADBE
8.6x
ADBE
ABT
16.6x
Abbott Laboratories
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
TSM
35.1%
TSM
ADBE
12.7%
ADBE
ABT
7.8%
Abbott Laboratories
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
TSM
58.4%
TSM
ADBE
7.9%
ADBE
ABT
-19.7%
Abbott Laboratories
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
TSM
58.1%
TSM
ADBE
35.3%
ADBE
ABT
13.5%
Abbott Laboratories
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
TSM
61.9%
TSM
ADBE
89.4%
ADBE
ABT
56.5%
Abbott Laboratories
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
TSM
46.5%
TSM
ADBE
28.7%
ADBE
ABT
13.9%
Abbott Laboratories
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
TSM
36.2%
TSM
ADBE
63.0%
ADBE
ABT
12.3%
Abbott Laboratories
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
TSM
34.8%
TSM
ADBE
9.8%
ADBE
ABT
3.6%
Abbott Laboratories
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
TSM
18.45x
TSM
ADBE
61.44x
ADBE
ABT
64.77x
Abbott Laboratories
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
TSM
2.49x
TSM
ADBE
0.75x
ADBE
ABT
1.39x
Abbott Laboratories
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
TSM
1.25
TSM
ADBE
1.43
ADBE
ABT
0.61
Abbott Laboratories
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
TSM
5.9%
TSM
ADBE
—
ADBE
ABT
2.8%
Abbott Laboratories
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
TSM
30.6%
TSM
ADBE
14.8%
ADBE
ABT
15.8%
Abbott Laboratories