ALMU vs AAPL vs TSM vs QCOM

For growth investors, Aeluma, Inc.

(ALMU) is the stronger pick with 407. 9% revenue growth year-over-year, versus 6. 4% for Apple Inc. (AAPL). Taiwan Semiconductor Manufacturing Company Limited (TSM) offers the better valuation at 38. 6x trailing P/E (0. 8x forward), making it the more compelling value choice. Analysts rate Aeluma, Inc. (ALMU) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Taiwan Semiconductor Manufacturing Company Limited (TSM) is the cheapest at 38.

6x versus QUALCOMM Incorporated at 43. 7x. On forward P/E, Taiwan Semiconductor Manufacturing Company Limited is actually cheaper at 0. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Taiwan Semiconductor Manufacturing Company Limited wins at 0. 03x versus QUALCOMM Incorporated's 9. 80x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Aeluma, Inc.

(ALMU) delivered a total return of +1121%, compared to +82. 3% for QUALCOMM Incorporated (QCOM). Over 10 years, the gap is even starker: TSM returned +1729% versus QCOM's +382. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Apple Inc.

(AAPL) is the lower-risk stock at 1. 04β versus Aeluma, Inc. 's 2. 89β — meaning ALMU is approximately 178% more volatile than AAPL relative to the S&P 500. On balance sheet safety, Aeluma, Inc. (ALMU) carries a lower debt/equity ratio of 5% versus 152% for Apple Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Aeluma, Inc.

(ALMU) is pulling ahead at 407. 9% versus 6. 4% for Apple Inc. (AAPL). On earnings-per-share growth, the picture is similar: Taiwan Semiconductor Manufacturing Company Limited grew EPS 49. 8% year-over-year, compared to -44. 2% for QUALCOMM Incorporated. Over a 3-year CAGR, TSM leads at 19. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Taiwan Semiconductor Manufacturing Company Limited (TSM) is the more profitable company, earning 45.

1% net margin versus -64. 8% for Aeluma, Inc. — meaning it keeps 45. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TSM leads at 50. 8% versus -45. 9% for ALMU. At the gross margin level — before operating expenses — TSM leads at 59. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Taiwan Semiconductor Manufacturing Company Limited (TSM) is the more undervalued stock at a PEG of 0. 03x versus QUALCOMM Incorporated's 9. 80x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Taiwan Semiconductor Manufacturing Company Limited (TSM) trades at 0. 8x forward P/E versus 33. 7x for Apple Inc. — 32. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AAPL: 8. 9% to $319. 44.

In this comparison, QCOM (1.

6% yield), TSM (0. 7% yield), AAPL (0. 4% yield) pay a dividend. ALMU does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Apple Inc.

(AAPL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 04), +1199% 10Y return). Aeluma, Inc. (ALMU) carries a higher beta of 2. 89 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AAPL: +1199%, ALMU: +1120%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: ALMU is a small-cap high-growth stock; AAPL is a mega-cap quality compounder stock; TSM is a mega-cap high-growth stock; QCOM is a large-cap quality compounder stock. TSM, QCOM pay a dividend while ALMU, AAPL do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.