Terreno Realty Corporation (TRNO) vs Taiwan Semiconductor Manufacturing Company Limited (TSM)

TRNO leads on 10 of 16 compared metrics.

A side-by-side comparison of Terreno Realty 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).

Total return — TRNO vs TSM

growth of $100 · last 16y
TRNO +260.7%TSM +4270.4%TSM compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020132016201920222025$361$4,370
TRNO TSM

TRNO vs TSM: by the numbers

  • TSM is the larger company ($2.20T vs $7.15B market cap).
  • TRNO trades at the lower earnings multiple (16.49 vs 35.24 P/E).
  • TRNO converts more revenue to profit (86.52% vs 46.90% net margin).
  • TSM grew revenue faster over the past five years (22.49% vs 20.57% CAGR).
  • TRNO pays the higher dividend yield (3.05% vs 0.83%).

Which is better, TRNO or TSM?

Metric tally: TRNO 10 · TSM 6

It depends on what you're optimizing for:

ValueTRNO(lower P/E)
GrowthTSM(faster 5Y revenue CAGR)
IncomeTRNO(higher dividend yield)
QualityTSM(higher ROIC)

Valuation

MetricTRNOTSM
P/E ratio16.4935.24
Forward P/E40.04
P/S ratio14.4316.45
P/B ratio1.6511.92
PEG ratio0.140.64
EV / EBITDA13.8220.78
FCF yield2.87%1.62%

Profitability

MetricTRNOTSM
Gross margin63.89%61.78%
Operating margin40.81%53.15%
Net margin86.52%46.90%
ROE9.88%33.98%
ROIC3.66%25.10%

Dividends

MetricTRNOTSM
Dividend yield3.05%0.83%
Payout ratio52.16%33.09%

Growth (annualized)

MetricTRNOTSM
Revenue CAGR (5Y)20.57%22.49%
EPS CAGR (5Y)35.52%25.67%
FCF CAGR (5Y)22.41%30.09%
Total return CAGR (5Y)3.07%30.87%

Frequently asked

Which is better, TRNO or TSM?
It depends on your goal. value: TRNO (lower P/E); growth: TSM (faster 5Y revenue CAGR); income: TRNO (higher dividend yield); quality: TSM (higher ROIC). Across all compared metrics, TRNO leads 10 to 6.
Is TRNO or TSM cheaper?
On trailing earnings, TRNO is cheaper: TRNO trades at a 16.49 P/E and TSM at 35.24.
Which has grown faster, TRNO or TSM?
Over the past five years, TSM grew revenue faster — TRNO at a 20.57% CAGR versus TSM at 22.49%.
Does TRNO or TSM pay a bigger dividend?
TRNO yields 3.05% and TSM yields 0.83% based on trailing dividends and the latest price.
Is TRNO or TSM more profitable?
TRNO runs the higher net margin — TRNO at 86.52% versus TSM at 46.90%.
Which has been the better investment, TRNO or TSM?
Over the past 10-year, TSM delivered the higher annualized total return — TRNO at 13.47% versus TSM at 35.19%. 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 June 13, 2026.