GlobalFoundries (GFS) vs Tower Semiconductor (TSEM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Tower Semiconductor (TSEM) has outperformed GlobalFoundries (GFS) over the past year, gaining 244.4% versus a gain of 37.7%. GlobalFoundries is the larger company by market cap ($27.45 billion vs $25.62 billion), about 1.1 times the size, while Tower Semiconductor is growing revenue faster (+9.1% vs +0.6%). On valuation, GlobalFoundries trades at a lower forward P/E (18.8x vs 33.8x for Tower Semiconductor).
GlobalFoundries pays a dividend yielding 0.24%, while Tower Semiconductor does not currently pay one. Tower Semiconductor converts more of its revenue into profit, with a net margin of 14.1% versus 13.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GFS | TSEM |
|---|---|---|
| Share price | $49.25 | $226.68 |
| Market cap | $27.45B | $25.62B |
| 1-day change | +2.44% | -8.68% |
| YTD return | +37.66% | +111.42% |
| 1-year return | +37.70% | +244.41% |
| 5-year return | — | +721.75% |
| P/E ratio (TTM) | 38.47 | 89.60 |
| Forward P/E | 18.77 | 33.78 |
| EPS (TTM) | $1.28 | $2.53 |
| Dividend yield | 0.24% | 0.00% |
| Annual dividend | $0.12 | $0.00 |
| Revenue (latest FY) | $6.79B | $1.57B |
| Revenue growth (YoY) | +0.61% | +9.05% |
| Net income (latest FY) | $885.00M | $220.47M |
| Gross margin | 24.89% | 23.23% |
| Operating margin | 11.74% | 12.40% |
| Net margin | 13.03% | 14.08% |
| 52-week high | $92.55 | $319.94 |
| 52-week low | $32.02 | $70.90 |
| Distance from 52-week high | -46.79% | -29.15% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +51.65% | +38.05% |
| Average volume | 3.95M | 1.88M |
| Shares outstanding | 557.42M | 113.03M |
| Employees | 14,000 | — |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- TSEM has outperformed GFS by 206.7 percentage points over the past year.
- Tower Semiconductor trades at a higher earnings multiple (89.6x vs 38.5x trailing P/E).
- Tower Semiconductor grew revenue faster in its latest fiscal year (+9.05% vs +0.61%).
About GlobalFoundries
GFS stock →GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units.
Technology · Semiconductors · 14,000 employees
About Tower Semiconductor
TSEM stock →Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management.
Technology · Semiconductors
GFS vs TSEM FAQ
Which is bigger, GlobalFoundries or Tower Semiconductor?
GlobalFoundries (GFS) is larger, with a market capitalization of $27.45B compared with $25.62B for Tower Semiconductor (TSEM).
Which stock has performed better over the past year, GFS or TSEM?
TSEM returned +244.41% over the past 12 months, compared with +37.70% for GFS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GFS or TSEM?
GFS has the lower trailing P/E at 38.5, versus 89.6 for TSEM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, GlobalFoundries or Tower Semiconductor?
GlobalFoundries pays a dividend yielding 0.24%, while Tower Semiconductor does not currently pay a regular dividend.
Are GlobalFoundries and Tower Semiconductor in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.