NVIDIA Corporation (NVDA) vs Taiwan Semiconductor Manufacturing Company Limited (TSM)
A side-by-side comparison of NVIDIA Corporation and Taiwan Semiconductor Manufacturing Company Limited across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
NVDA
NVIDIA Corporation
$197.01TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
TSM
Taiwan Semiconductor Manufacturing Company Limited
$392.31TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — NVDA vs TSM
growth of $100 · dividends reinvested · last 28yNVDA +522434.1%TSM +11547.6%NVDA compounded faster
Log scale — wide-divergence pair
NVDA TSM
NVDA vs TSM: by the numbers
- •NVDA is the larger company ($4.77T vs $2.03T market cap).
- •TSM trades at the lower trailing earnings multiple (28.90 vs 30.09 P/E), one valuation lens rather than an overall verdict.
- •NVDA converts more revenue to profit (62.97% vs 50.32% net margin).
- •NVDA grew revenue faster over the past five years (68.23% vs 22.50% CAGR).
- •TSM pays the higher dividend yield (0.88% vs 0.02%).
Metrics side by side
Valuation
| Metric | NVDA | TSM |
|---|---|---|
| P/E ratio | 30.09 | 28.90 |
| Forward P/E | 41.87 | N/A |
| P/S ratio | 18.91 | 14.63 |
| P/B ratio | 24.52 | 10.26 |
| PEG ratio | 0.57 | 0.65 |
| EV / EBITDA | 28.96 | 19.80 |
| FCF yield | 2.48% | 1.82% |
Profitability
| Metric | NVDA | TSM |
|---|---|---|
| Gross margin | 74.15% | 64.17% |
| Operating margin | 64.02% | 55.97% |
| Net margin | 62.97% | 50.32% |
| ROE | 81.65% | 35.29% |
| ROIC | 62.88% | 25.10% |
Dividends
| Metric | NVDA | TSM |
|---|---|---|
| Dividend yield | 0.02% | 0.88% |
| Payout ratio | 0.61% | 32.94% |
Growth (annualized)
| Metric | NVDA | TSM |
|---|---|---|
| Revenue CAGR (5Y) | 68.23% | 22.50% |
| EPS CAGR (5Y) | 85.78% | 25.67% |
| FCF CAGR (5Y) | 85.52% | 33.46% |
| Total return CAGR (5Y) | 59.29% | 29.33% |
Frequently asked
- Which has the lower trailing P/E, NVDA or TSM?
- TSM has the lower trailing P/E: NVDA trades at 30.09 and TSM at 28.90. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, NVDA or TSM?
- Over the past five years, NVDA grew revenue faster — NVDA at a 68.23% CAGR versus TSM at 22.50%.
- Does NVDA or TSM pay a bigger dividend?
- NVDA yields 0.02% and TSM yields 0.88% based on trailing dividends and the latest price.
- Is NVDA or TSM more profitable?
- NVDA runs the higher net margin — NVDA at 62.97% versus TSM at 50.32%.
- How have NVDA and TSM total returns compared?
- Over the past 10 years, NVDA delivered 64.27% and TSM delivered 32.46% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
NVIDIA P/E ratioTaiwan Semiconductor Manufacturing P/E ratioNVIDIA dividend yieldTaiwan Semiconductor Manufacturing dividend yieldNVIDIA ROETaiwan Semiconductor Manufacturing ROENVIDIA operating marginTaiwan Semiconductor Manufacturing operating marginNVIDIA revenue growthTaiwan Semiconductor Manufacturing revenue growthNVIDIA free cash flowTaiwan Semiconductor Manufacturing free cash flow
NVIDIA & Taiwan Semiconductor Manufacturing appear in these rankings
Related comparisons
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 28, 2026.