Oracle Corporation (ORCL) vs Taiwan Semiconductor Manufacturing Company Limited (TSM)
TSM leads on 9 of 14 compared metrics, though ORCL is the cheaper stock.
A side-by-side comparison of Oracle Corporation and Taiwan Semiconductor Manufacturing Company Limited across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ORCL
Oracle Corporation
$184.13Technology
TSM
Taiwan Semiconductor Manufacturing Company Limited
$423.93Technology
Total return — ORCL vs TSM
growth of $100 · last 29yORCL +2865.1%TSM +7621.9%TSM compounded faster
ORCL TSM
ORCL vs TSM: by the numbers
- •TSM is the larger company ($2.20T vs $529.57B market cap).
- •ORCL trades at the lower earnings multiple (31.58 vs 35.24 P/E).
- •TSM converts more revenue to profit (46.90% vs 25.37% net margin).
- •TSM grew revenue faster over the past five years (22.49% vs 10.72% CAGR).
- •ORCL pays the higher dividend yield (1.09% vs 0.83%).
Which is better, ORCL or TSM?
Metric tally: ORCL 5 · TSM 9It depends on what you're optimizing for:
ValueORCL(lower P/E)
GrowthTSM(faster 5Y revenue CAGR)
IncomeORCL(higher dividend yield)
QualityTSM(higher ROIC)
Valuation
| Metric | ORCL | TSM |
|---|---|---|
| P/E ratio | 31.58● | 35.24 |
| Forward P/E | 22.93 | — |
| P/S ratio | 7.97● | 16.45 |
| P/B ratio | 12.47 | 11.92● |
| PEG ratio | 1.26 | 0.64● |
| EV / EBITDA | 20.61 | 20.78 |
| FCF yield | — | 1.62% |
Profitability
| Metric | ORCL | TSM |
|---|---|---|
| Gross margin | 65.81%● | 61.78% |
| Operating margin | 30.85% | 53.15%● |
| Net margin | 25.37% | 46.90%● |
| ROE | 39.69%● | 33.98% |
| ROIC | 7.99% | 25.10%● |
Dividends
| Metric | ORCL | TSM |
|---|---|---|
| Dividend yield | 1.09%● | 0.83% |
| Payout ratio | 33.67% | 33.09% |
Growth (annualized)
| Metric | ORCL | TSM |
|---|---|---|
| Revenue CAGR (5Y) | 10.72% | 22.49%● |
| EPS CAGR (5Y) | 4.93% | 25.67%● |
| FCF CAGR (5Y) | -13.18% | 30.09%● |
| Total return CAGR (5Y) | 18.89% | 30.87%● |
Frequently asked
- Which is better, ORCL or TSM?
- It depends on your goal. value: ORCL (lower P/E); growth: TSM (faster 5Y revenue CAGR); income: ORCL (higher dividend yield); quality: TSM (higher ROIC). Across all compared metrics, TSM leads 9 to 5.
- Is ORCL or TSM cheaper?
- On trailing earnings, ORCL is cheaper: ORCL trades at a 31.58 P/E and TSM at 35.24.
- Which has grown faster, ORCL or TSM?
- Over the past five years, TSM grew revenue faster — ORCL at a 10.72% CAGR versus TSM at 22.49%.
- Does ORCL or TSM pay a bigger dividend?
- ORCL yields 1.09% and TSM yields 0.83% based on trailing dividends and the latest price.
- Is ORCL or TSM more profitable?
- TSM runs the higher net margin — ORCL at 25.37% versus TSM at 46.90%.
- Which has been the better investment, ORCL or TSM?
- Over the past 10-year, TSM delivered the higher annualized total return — ORCL at 18.62% versus TSM at 35.19%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Oracle P/E ratioTaiwan Semiconductor Manufacturing P/E ratioOracle dividend yieldTaiwan Semiconductor Manufacturing dividend yieldOracle ROETaiwan Semiconductor Manufacturing ROEOracle operating marginTaiwan Semiconductor Manufacturing operating marginOracle revenue growthTaiwan Semiconductor Manufacturing revenue growthOracle free cash flowTaiwan Semiconductor Manufacturing free cash flow
Oracle & Taiwan Semiconductor Manufacturing appear in these rankings
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 June 13, 2026.