Oracle Corporation (ORCL) vs Taiwan Semiconductor Manufacturing Company Limited (TSM)
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 July 28, 2026. Differences are shown without an overall score or investment verdict.
ORCL
Oracle Corporation
$119.99TechnologyDelayed quote: Jul 28, 2026, 3:59 PM EDT
TSM
Taiwan Semiconductor Manufacturing Company Limited
$392.31TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — ORCL vs TSM
growth of $100 · dividends reinvested · last 29yORCL +2416.5%TSM +14454.2%TSM compounded faster
Log scale — wide-divergence pair
ORCL TSM
ORCL vs TSM: by the numbers
- •TSM is the larger company ($2.03T vs $345.63B market cap).
- •ORCL trades at the lower trailing earnings multiple (20.57 vs 28.90 P/E), one valuation lens rather than an overall verdict.
- •TSM converts more revenue to profit (50.32% vs 25.37% net margin).
- •TSM grew revenue faster over the past five years (22.50% vs 10.72% CAGR).
- •ORCL pays the higher dividend yield (1.67% vs 0.88%).
Metrics side by side
Valuation
| Metric | ORCL | TSM |
|---|---|---|
| P/E ratio | 20.57 | 28.90 |
| Forward P/E | 16.01 | N/A |
| P/S ratio | 5.19 | 14.63 |
| P/B ratio | 8.22 | 10.26 |
| PEG ratio | 1.26 | 0.65 |
| EV / EBITDA | 16.52 | 19.80 |
| FCF yield | N/A | 1.82% |
Profitability
| Metric | ORCL | TSM |
|---|---|---|
| Gross margin | 65.81% | 64.17% |
| Operating margin | 30.85% | 55.97% |
| Net margin | 25.37% | 50.32% |
| ROE | 40.20% | 35.29% |
| ROIC | 7.99% | 25.10% |
Dividends
| Metric | ORCL | TSM |
|---|---|---|
| Dividend yield | 1.67% | 0.88% |
| Payout ratio | 33.67% | 32.94% |
Growth (annualized)
| Metric | ORCL | TSM |
|---|---|---|
| Revenue CAGR (5Y) | 10.72% | 22.50% |
| EPS CAGR (5Y) | 4.93% | 25.67% |
| FCF CAGR (5Y) | -13.18% | 33.46% |
| Total return CAGR (5Y) | 7.88% | 29.33% |
Frequently asked
- Which has the lower trailing P/E, ORCL or TSM?
- ORCL has the lower trailing P/E: ORCL trades at 20.57 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, ORCL or TSM?
- Over the past five years, TSM grew revenue faster — ORCL at a 10.72% CAGR versus TSM at 22.50%.
- Does ORCL or TSM pay a bigger dividend?
- ORCL yields 1.67% and TSM yields 0.88% 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 50.32%.
- How have ORCL and TSM total returns compared?
- Over the past 10 years, ORCL delivered 13.02% and TSM delivered 32.46% annualized total return. 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 July 28, 2026.