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 September 11, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnNVDA vs TSM

growth of $100 · dividends reinvested · last 10y
NVDA +14538.6% (+64.6%/yr)TSM +1624.5% (+32.9%/yr)NVDA compounded faster over this window
Log scale — wide-divergence pair
101001k10k100kStart $10020182020202220242026$14,639$1,724
NVDA TSM

NVDA vs TSM: by the numbers

  • NVDA is the larger company ($5.29T vs $2.25T market cap).
  • NVDA trades at the lower trailing earnings multiple (27.60 vs 31.37 P/E), one valuation lens rather than an overall verdict.
  • NVDA converts more revenue to profit (63.66% vs 50.32% net margin).
  • NVDA grew revenue faster over the past five years (69.34% vs 22.50% CAGR).
  • TSM pays the higher dividend yield (0.82% vs 0.13%).

Metrics side by side

Valuation

MetricNVDATSM
P/E ratio27.6031.37
Forward P/E23.59N/A
P/S ratio17.4515.88
P/B ratio23.0911.14
EV / EBITDA26.3521.58
FCF yield2.40%1.68%

Profitability

MetricNVDATSM
Gross margin74.67%64.17%
Operating margin65.21%55.97%
Net margin63.66%50.32%
ROE84.23%35.29%
ROIC59.61%27.56%

Dividends

MetricNVDATSM
Dividend yield0.13%0.82%
Payout ratio3.54%25.31%

Growth (annualized)

MetricNVDATSM
Revenue CAGR (5Y)69.34%22.50%
EPS CAGR (5Y)94.31%25.67%
FCF CAGR (5Y)82.12%33.46%
Total return CAGR (5Y)57.72%30.04%

Frequently asked

Which has the lower trailing P/E, NVDA or TSM?
NVDA has the lower trailing P/E: NVDA trades at 27.60 and TSM at 31.37. 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 69.34% CAGR versus TSM at 22.50%.
Does NVDA or TSM pay a bigger dividend?
NVDA yields 0.13% and TSM yields 0.82% based on trailing dividends and the latest price.
Is NVDA or TSM more profitable?
NVDA runs the higher net margin — NVDA at 63.66% versus TSM at 50.32%.
How have NVDA and TSM total returns compared?
Over the past 10 years, NVDA delivered 64.96% and TSM delivered 33.49% annualized total return. Past performance doesn't predict future results.

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 September 11, 2026.