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.
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.
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.
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.
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.
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.
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.
Taiwan Semiconductor Manufacturing Competitors List
