COMP <GO>
EGHT vs TSM // REVENUE GROWTH (YOY)
8x8 Inc (NASDAQ) VS. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE) • 15-METRIC TALLY: EGHT 2
— TSM 7
▲ REVENUE GROWTH (YOY) LEADER: EGHT
LAST: $2.27 (+2.25%) • MKT CAP: $327.9M
revenue-growth
2.90%
LAST: $431.81 (-1.75%) • MKT CAP: $2.24T
revenue-growth
-3.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EGHT VS. TSM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EGHT | TSM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 64.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.30% | 14.90% | -10.60 | TSM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.3x | 14.9x | +9.40 | TSM | /valuation <GO> |
| Free Cash Flow Yield | 15.89% | 3.99% | +11.90 | EGHT | /fcf-yield <GO> |
| Operating Margin | 2.60% | 21.10% | -18.50 | TSM | /operating-margins <GO> |
| Net Profit Margin | 0.20% | 16.40% | -16.20 | TSM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 2.90% | -3.30% | +6.20 | EGHT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 3.87 | -3.67 | TSM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.6 | 49.4 | -0.83 | TSM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.42 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 20.2x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $327.9M | $2.24T | -$2.24T | TSM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EGHT REV | TSM REV | EGHT GROSS % | TSM GROSS % | EGHT FCF | TSM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $735.8M | — | 64.6% | — | $52.1M | — |
| FY 2024 | $715.1M | — | 67.9% | — | $61.2M | — |
| FY 2023 | $728.7M | — | — | — | $79.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EGHT // BETA —
TSM // BETA 1.42