TSM vs. AVGO, AMD, NVDA, META, ASML, ORCL, CRM, SAP, QCOM, and ADBE
Should you be buying Taiwan Semiconductor Manufacturing stock or one of its competitors? The main competitors of Taiwan Semiconductor Manufacturing include Broadcom (AVGO), Advanced Micro Devices (AMD), NVIDIA (NVDA), Meta Platforms (META), ASML (ASML), Oracle (ORCL), Salesforce (CRM), SAP (SAP), QUALCOMM (QCOM), and Adobe (ADBE). These companies are all part of the "computer and technology" sector.
Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, earnings, profitability, community ranking, institutional ownership, media sentiment, analyst recommendations, valuation and risk.
Broadcom received 1820 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. Likewise, 82.63% of users gave Broadcom an outperform vote while only 67.42% of users gave Taiwan Semiconductor Manufacturing an outperform vote.
In the previous week, Taiwan Semiconductor Manufacturing had 6 more articles in the media than Broadcom. MarketBeat recorded 41 mentions for Taiwan Semiconductor Manufacturing and 35 mentions for Broadcom. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.90 beat Broadcom's score of 0.75 indicating that Broadcom is being referred to more favorably in the media.
Broadcom has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500.
76.4% of Broadcom shares are held by institutional investors. Comparatively, 16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. 2.0% of Broadcom shares are held by company insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Broadcom pays an annual dividend of $21.00 per share and has a dividend yield of 1.5%. Taiwan Semiconductor Manufacturing pays an annual dividend of $1.72 per share and has a dividend yield of 1.1%. Broadcom pays out 77.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Taiwan Semiconductor Manufacturing pays out 32.8% of its earnings in the form of a dividend. Broadcom has increased its dividend for 14 consecutive years and Taiwan Semiconductor Manufacturing has increased its dividend for 1 consecutive years. Broadcom is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Broadcom currently has a consensus price target of $1,296.91, indicating a potential downside of 8.18%. Taiwan Semiconductor Manufacturing has a consensus price target of $157.00, indicating a potential downside of 1.59%. Given Broadcom's higher probable upside, analysts clearly believe Taiwan Semiconductor Manufacturing is more favorable than Broadcom.
Taiwan Semiconductor Manufacturing has a net margin of 38.15% compared to Taiwan Semiconductor Manufacturing's net margin of 29.93%. Taiwan Semiconductor Manufacturing's return on equity of 47.71% beat Broadcom's return on equity.
Taiwan Semiconductor Manufacturing has higher revenue and earnings than Broadcom. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than Broadcom, indicating that it is currently the more affordable of the two stocks.
Summary
Broadcom beats Taiwan Semiconductor Manufacturing on 15 of the 21 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding TSM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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