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S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
Mullen Automotive Makes Deliveries; Short-Squeeze Possible
BREAKING: Tiny biotech successfully treats blindness (Ad)
Schwab’s Drop This Week Could Be The Opening Of The Year (Again)
What is a Gold IRA, and is it a Viable Investment?
BREAKING: Tiny biotech successfully treats blindness (Ad)
Closing prices for crude oil, gold and other commodities
Walmart Shares Jump on Evercore Analyst Upgrade 
Bank Accounts: Frozen! (Ad)
Is Braze, Inc Ready To Rocket Higher? 
Many electric vehicles to lose big tax credit with new rules
S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
Mullen Automotive Makes Deliveries; Short-Squeeze Possible
BREAKING: Tiny biotech successfully treats blindness (Ad)
Schwab’s Drop This Week Could Be The Opening Of The Year (Again)
What is a Gold IRA, and is it a Viable Investment?
BREAKING: Tiny biotech successfully treats blindness (Ad)
Closing prices for crude oil, gold and other commodities
Walmart Shares Jump on Evercore Analyst Upgrade 
Bank Accounts: Frozen! (Ad)
Is Braze, Inc Ready To Rocket Higher? 
Many electric vehicles to lose big tax credit with new rules
S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
Mullen Automotive Makes Deliveries; Short-Squeeze Possible
BREAKING: Tiny biotech successfully treats blindness (Ad)
Schwab’s Drop This Week Could Be The Opening Of The Year (Again)
What is a Gold IRA, and is it a Viable Investment?
BREAKING: Tiny biotech successfully treats blindness (Ad)
Closing prices for crude oil, gold and other commodities
Walmart Shares Jump on Evercore Analyst Upgrade 
Bank Accounts: Frozen! (Ad)
Is Braze, Inc Ready To Rocket Higher? 
Many electric vehicles to lose big tax credit with new rules
NYSE:TSM

Taiwan Semiconductor Manufacturing - TSM Competitors

$93.02
+0.55 (+0.59%)
(As of 03/31/2023 12:00 AM ET)
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Compare
Today's Range
$91.13
$93.26
50-Day Range
$86.70
$97.96
52-Week Range
$59.43
$109.75
Volume
8.65 million shs
Average Volume
13.17 million shs
Market Capitalization
$482.41 billion
P/E Ratio
14.18
Dividend Yield
1.53%
Price Target
$90.25

TSM vs. NVDA, AVGO, TXN, AMD, INTC, META, ASML, ORCL, CSCO, and CRM

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), Texas Instruments (TXN), Advanced Micro Devices (AMD), Intel (INTC), Meta Platforms (META), ASML (ASML), Oracle (ORCL), Cisco Systems (CSCO), and Salesforce (CRM). These companies are all part of the "computer and technology" sector.

Taiwan Semiconductor Manufacturing vs.

NVIDIA (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are both large-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, dividends, media sentiment, earnings, community ranking, analyst recommendations, profitability and risk.

Taiwan Semiconductor Manufacturing has a net margin of 44.81% compared to NVIDIA's net margin of 16.19%. Taiwan Semiconductor Manufacturing's return on equity of 37.99% beat NVIDIA's return on equity.

Company Net Margins Return on Equity Return on Assets
NVIDIA 16.19% 26.61% 14.62%
Taiwan Semiconductor Manufacturing 44.81% 37.99% 22.32%

NVIDIA received 2013 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. Likewise, 69.37% of users gave NVIDIA an outperform vote while only 67.49% of users gave Taiwan Semiconductor Manufacturing an outperform vote.

CompanyUnderperformOutperform
NVIDIAOutperform Votes
2613
69.37%
Underperform Votes
1154
30.63%
Taiwan Semiconductor ManufacturingOutperform Votes
600
67.49%
Underperform Votes
289
32.51%

In the previous week, NVIDIA had 20 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 34 mentions for NVIDIA and 14 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.59 beat NVIDIA's score of 0.42 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NVIDIA
15 Very Positive mention(s)
6 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Taiwan Semiconductor Manufacturing
4 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

61.8% of NVIDIA shares are held by institutional investors. Comparatively, 16.8% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. 4.0% of NVIDIA shares are held by insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

NVIDIA pays an annual dividend of $0.16 per share and has a dividend yield of 0.1%. Taiwan Semiconductor Manufacturing pays an annual dividend of $1.42 per share and has a dividend yield of 1.5%. NVIDIA pays out 9.2% of its earnings in the form of a dividend. Taiwan Semiconductor Manufacturing pays out 21.6% 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.

Taiwan Semiconductor Manufacturing has higher revenue and earnings than NVIDIA. 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NVIDIA$26.97 billion25.44$4.37 billion$1.74159.64
Taiwan Semiconductor Manufacturing$75.88 billion6.36$34.07 billion$6.5614.18

NVIDIA presently has a consensus target price of $261.67, indicating a potential downside of 5.80%. Taiwan Semiconductor Manufacturing has a consensus target price of $90.25, indicating a potential downside of 2.98%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, analysts plainly believe Taiwan Semiconductor Manufacturing is more favorable than NVIDIA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NVIDIA
2 Sell rating(s)
9 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.69
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

NVIDIA has a beta of 1.76, suggesting that its stock price is 76% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.1, suggesting that its stock price is 10% more volatile than the S&P 500.

Summary

NVIDIA and Taiwan Semiconductor Manufacturing tied by winning 11 of the 22 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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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TSM vs. The Competition

MetricTaiwan Semiconductor ManufacturingSemiconductors & related devices IndustryComputer SectorNYSE Exchange
Market Cap$482.41B$23.88B$13.65B$14.68B
Dividend Yield1.56%27.73%4.34%3.87%
P/E Ratio14.1822.51312.5521.34
Price / Sales6.3620.08890.4510.82
Price / Cash9.6733.0425.2424.41
Price / Book4.877.218.946.89
Net Income$34.07B$1.01B$528.75M$867.68M
7 Day Performance0.25%2.64%14.09%4.42%
1 Month Performance6.83%-0.42%9.82%-3.47%
1 Year Performance-10.78%-14.59%1.13%-11.70%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NVDA
NVIDIA
2.5706 of 5 stars
$269.84
+2.2%
$257.82
-4.5%
+1.8%$666.50B$26.97B155.0826,196Analyst Report
Insider Selling
AVGO
Broadcom
2.6686 of 5 stars
$625.50
+0.1%
$674.17
+7.8%
+1.9%$260.78B$33.20B21.0520,000Analyst Upgrade
Insider Selling
Short Interest ↑
TXN
Texas Instruments
2.6956 of 5 stars
$181.04
+2.0%
$179.70
-0.7%
+1.4%$164.06B$20.03B19.2633,000
AMD
Advanced Micro Devices
2.3359 of 5 stars
$96.09
+1.6%
$94.10
-2.1%
-10.4%$154.84B$23.60B109.1925,000Analyst Report
Positive News
INTC
Intel
2.451 of 5 stars
$31.52
+7.6%
$29.48
-6.5%
-34.1%$130.40B$63.05B16.08131,900Analyst Report
Short Interest ↑
META
Meta Platforms
2.3926 of 5 stars
$205.35
+2.3%
$212.96
+3.7%
-4.7%$532.40B$116.61B23.9386,482Analyst Report
ASML
ASML
2.0275 of 5 stars
$659.12
+3.0%
$688.92
+4.5%
+1.9%$260.08B$16.26B40.2439,086Short Interest ↑
ORCL
Oracle
2.8551 of 5 stars
$90.62
+0.9%
$95.18
+5.0%
+12.3%$244.66B$42.44B29.91143,000Analyst Downgrade
Options Volume
CSCO
Cisco Systems
3.0286 of 5 stars
$51.17
+1.5%
$56.38
+10.2%
-6.3%$209.58B$51.56B18.7426,000Positive News
CRM
Salesforce
2.1304 of 5 stars
$196.64
+2.3%
$211.24
+7.4%
-5.9%$196.64B$31.35B936.4379,390Insider Selling
Short Interest ↑
Analyst Revision
This page (NYSE:TSM) was last updated on 4/1/2023 by MarketBeat.com Staff