COMP <GO>
SOHU vs TSM // GROSS PROFIT MARGIN
Sohu.com Limited (NASDAQ) VS. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE) • 15-METRIC TALLY: SOHU 3
— TSM 6
■ METRIC PARITY
LAST: $13.20 (+3.13%) • MKT CAP: $344.1M
gross-margins
77.50%
LAST: $431.81 (-1.75%) • MKT CAP: $2.24T
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SOHU VS. TSM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SOHU | TSM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 77.50% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -6.40% | 14.90% | -21.30 | TSM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 14.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -1.55% | 3.99% | -5.54 | TSM | /fcf-yield <GO> |
| Operating Margin | -16.10% | 21.10% | -37.20 | TSM | /operating-margins <GO> |
| Net Profit Margin | 67.40% | 16.40% | +51.00 | SOHU | /net-margins <GO> |
| Revenue Growth (YoY) | -2.40% | -3.30% | +0.90 | SOHU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | 3.87 | -2.20 | TSM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | TSM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.4 | 49.4 | +3.95 | SOHU | /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 | $344.1M | $2.24T | -$2.24T | TSM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SOHU REV | TSM REV | SOHU GROSS % | TSM GROSS % | SOHU FCF | TSM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $584.3M | — | 77.5% | — | -$5.3M | — |
| FY 2024 | $598.4M | — | 72.3% | — | -$49.3M | — |
| FY 2023 | $600.7M | — | — | — | -$25.6M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SOHU // BETA —
TSM // BETA 1.42