Which is better, TNE.AX or TSEM?

On the Buffett-Fit framework, Technology One Limited (TNE.AX) currently grades higher than TSEM — 82/100 (A grade) vs 32/100 (F). That said, "better" depends on which framework you trust — TNE.AX wins on Warren Buffett, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith; TSEM wins on Benjamin Graham. The full pillar breakdown is on this page.

Should I buy TNE.AX or TSEM?

This page is an educational comparison, not investment advice. Both TNE.AX and TSEM are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is TNE.AX better than TSEM for value investing?

On the Buffett-style value-investing framework, TNE.AX currently grades higher — 82/100 vs 32/100, a 50-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between TNE.AX and TSEM on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). TNE.AX currently scores 82/100 (A grade); TSEM scores 32/100 (F grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, TNE.AX or TSEM?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. TNE.AX and TSEM are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, TNE.AX or TSEM?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are TNE.AX and TSEM both Technology stocks?

Yes — both Technology One Limited (TNE.AX) and Tower Semiconductor Ltd. (TSEM) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this TNE.AX vs TSEM comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Technology One Limited

TNE.AX$9.81BTechnology Market cap, Sector

Tower Semiconductor

TSEM$28.36BTechnology Market cap, Sector

Overall winner

Technology One Limited

TNE.AX 61 TSEM

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Fit scores by strategy

TNE.AX6wins

1winsTSEM

Warren Buffett

82B

F32

Benjamin Graham

80B

B81

Philip Fisher

88A

F41

Peter Lynch

81B

D53

Joel Greenblatt

70B

F42

Charlie Munger

87A

F34

Terry Smith

90A

F23

Side-by-side metrics

Metric	TNE.AX	TSEM
Market cap	$9.81B	$28.36B Winner
P/E (TTM)	Winner: 74.5x	129.6x
EV/EBIT	Winner: 55.2x	159.9x
ROIC (TTM)	Winner: 25.7%	6.08%
Gross margin	Winner: 86.31%	24.77%
Net margin	Winner: 23.0%	15.13%
Revenue CAGR 5y	Winner: 17.57%	0.95%
EPS CAGR 5y	Winner: 15.08%	9.11%
Debt / Equity	0.1x	0.1x Winner
Dividend yield	-	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

TNE.AX leads on

Revenue CAGR 5y17.57%vs 0.95%+95%
ROIC (TTM)25.7%vs 6.08%+76%
Gross margin86.31%vs 24.77%+71%
EV/EBIT55.2xvs 159.9x+65%

TSEM leads on

Market cap$28.36Bvs $9.81B+65%
Debt / Equity0.1xvs 0.1x+56%

More like TNE.AX

TNE.AX vs FICO TNE.AX vs FTNT TNE.AX vs CAMS.BO TNE.AX vs 4071.T

More like TSEM

TSEM vs FICO TSEM vs FTNT TSEM vs CAMS.BO TSEM vs 4071.T

Read the full Buffett-Brain analysis for TNE.AX Read the full Buffett-Brain analysis for TSEM

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Stock comparison

Technology One Limited

TNE.AX$9.81BTechnology Market cap, Sector

Tower Semiconductor

TSEM$28.36BTechnology Market cap, Sector

Overall winner

Technology One Limited

TNE.AX 61 TSEM

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Fit scores by strategy

TNE.AX6wins

1winsTSEM

Warren Buffett

82B

F32

Benjamin Graham

80B

B81

Philip Fisher

88A

F41

Peter Lynch

81B

D53

Joel Greenblatt

70B

F42

Charlie Munger

87A

F34

Terry Smith

90A

F23

Side-by-side metrics

Metric	TNE.AX	TSEM
Market cap	$9.81B	$28.36B Winner
P/E (TTM)	Winner: 74.5x	129.6x
EV/EBIT	Winner: 55.2x	159.9x
ROIC (TTM)	Winner: 25.7%	6.08%
Gross margin	Winner: 86.31%	24.77%
Net margin	Winner: 23.0%	15.13%
Revenue CAGR 5y	Winner: 17.57%	0.95%
EPS CAGR 5y	Winner: 15.08%	9.11%
Debt / Equity	0.1x	0.1x Winner
Dividend yield	-	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

TNE.AX leads on

Revenue CAGR 5y17.57%vs 0.95%+95%
ROIC (TTM)25.7%vs 6.08%+76%
Gross margin86.31%vs 24.77%+71%
EV/EBIT55.2xvs 159.9x+65%

TSEM leads on

Market cap$28.36Bvs $9.81B+65%
Debt / Equity0.1xvs 0.1x+56%

More like TNE.AX

TNE.AX vs FICO TNE.AX vs FTNT TNE.AX vs CAMS.BO TNE.AX vs 4071.T

More like TSEM

TSEM vs FICO TSEM vs FTNT TSEM vs CAMS.BO TSEM vs 4071.T

Read the full Buffett-Brain analysis for TNE.AX Read the full Buffett-Brain analysis for TSEM

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.