TSM vs. NVDA, AVGO, AMD, TXN, AMAT, MU, ARM, INTC, ADI, and NXPI
Should you be buying Taiwan Semiconductor Manufacturing stock or one of its competitors? The main competitors of Taiwan Semiconductor Manufacturing include NVIDIA (NVDA), Broadcom (AVGO), Advanced Micro Devices (AMD), Texas Instruments (TXN), Applied Materials (AMAT), Micron Technology (MU), ARM (ARM), Intel (INTC), Analog Devices (ADI), and NXP Semiconductors (NXPI). These companies are all part of the "semiconductors & related devices" industry.
NVIDIA (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, community ranking, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and earnings.
NVIDIA pays an annual dividend of $0.16 per share and has a dividend yield of 0.0%. Taiwan Semiconductor Manufacturing pays an annual dividend of $1.72 per share and has a dividend yield of 1.1%. NVIDIA pays out 0.9% of its earnings in the form of a dividend. Taiwan Semiconductor Manufacturing pays out 32.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Taiwan Semiconductor Manufacturing has raised its dividend for 1 consecutive years. Taiwan Semiconductor Manufacturing is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
NVIDIA has a net margin of 53.40% compared to NVIDIA's net margin of 38.15%. Taiwan Semiconductor Manufacturing's return on equity of 110.60% beat NVIDIA's return on equity.
65.3% of NVIDIA shares are owned by institutional investors. Comparatively, 16.5% of Taiwan Semiconductor Manufacturing shares are owned by institutional investors. 4.2% of NVIDIA shares are owned by insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
NVIDIA has a beta of 1.7, indicating that its share price is 70% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.11, indicating that its share price is 11% more volatile than the S&P 500.
NVIDIA has higher earnings, but lower revenue than Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than NVIDIA, indicating that it is currently the more affordable of the two stocks.
In the previous week, NVIDIA had 173 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 210 mentions for NVIDIA and 37 mentions for Taiwan Semiconductor Manufacturing. NVIDIA's average media sentiment score of 0.72 beat Taiwan Semiconductor Manufacturing's score of 0.63 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the news media.
NVIDIA received 2131 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. Likewise, 69.06% of users gave NVIDIA an outperform vote while only 67.46% of users gave Taiwan Semiconductor Manufacturing an outperform vote.
NVIDIA presently has a consensus price target of $1,130.20, indicating a potential downside of 6.59%. Taiwan Semiconductor Manufacturing has a consensus price target of $162.00, indicating a potential upside of 0.02%. Given NVIDIA's higher possible upside, analysts plainly believe Taiwan Semiconductor Manufacturing is more favorable than NVIDIA.
Summary
NVIDIA beats Taiwan Semiconductor Manufacturing on 17 of the 22 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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