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TSMC (TSM) Dips More Than Broader Markets: What You Should Know

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TSMC (TSM - Free Report) closed the most recent trading day at $74.32, moving -0.76% from the previous trading session. This change lagged the S&P 500's daily loss of 0.41%. At the same time, the Dow added 0.11%, and the tech-heavy Nasdaq lost 6.67%.

Heading into today, shares of the chip company had lost 5.47% over the past month, outpacing the Computer and Technology sector's loss of 6.38% and lagging the S&P 500's loss of 4.4% in that time.

Wall Street will be looking for positivity from TSMC as it approaches its next earnings report date. On that day, TSMC is projected to report earnings of $1.78 per share, which would represent year-over-year growth of 54.78%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $20.29 billion, up 28.96% from the year-ago period.

Looking at the full year, our Zacks Consensus Estimates suggest analysts are expecting earnings of $6.34 per share and revenue of $72.3 billion. These totals would mark changes of +53.88% and +27.25%, respectively, from last year.

It is also important to note the recent changes to analyst estimates for TSMC. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the company's business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 1.28% higher within the past month. TSMC is currently sporting a Zacks Rank of #2 (Buy).

In terms of valuation, TSMC is currently trading at a Forward P/E ratio of 11.81. For comparison, its industry has an average Forward P/E of 11.81, which means TSMC is trading at a no noticeable deviation to the group.

Meanwhile, TSM's PEG ratio is currently 0.55. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Semiconductor - Circuit Foundry stocks are, on average, holding a PEG ratio of 0.55 based on yesterday's closing prices.

The Semiconductor - Circuit Foundry industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 5, which puts it in the top 2% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.


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