NVIDIA (NVDA) vs Taiwan Semiconductor Manufacturing (TSM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Taiwan Semiconductor Manufacturing (TSM) has outperformed NVIDIA (NVDA) over the past year, gaining 60.6% versus a gain of 28.3%. Over five years, NVDA leads with a +986.2% price change compared with +311.1% for TSM. NVIDIA is the larger company by market cap ($5.73 trillion vs $2.45 trillion), about 2.3 times the size.
On valuation, NVIDIA trades at a lower forward P/E (14.9x vs 21.5x for Taiwan Semiconductor Manufacturing). Taiwan Semiconductor Manufacturing offers the higher dividend yield (5.51% vs 0.12%). NVIDIA converts more of its revenue into profit, with a net margin of 55.6% versus 40.0%.
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 | NVDA | TSM |
|---|---|---|
| Share price | $237.47 | $472.20 |
| Market cap | $5.73T | $2.45T |
| 1-day change | -0.74% | -2.09% |
| YTD return | +27.33% | +55.39% |
| 1-year return | +28.33% | +60.60% |
| 5-year return | +986.22% | +311.11% |
| P/E ratio (TTM) | 30.02 | 34.32 |
| Forward P/E | 14.92 | 21.54 |
| EPS (TTM) | $7.91 | $13.76 |
| Dividend yield | 0.12% | 5.51% |
| Annual dividend | $0.28 | $26.00 |
| Revenue (latest FY) | $215.94B | $88.27B |
| Revenue growth (YoY) | +65.47% | +25.03% |
| Net income (latest FY) | $120.07B | $35.33B |
| Gross margin | 71.07% | 56.12% |
| Operating margin | 60.38% | 45.68% |
| Net margin | 55.60% | 40.02% |
| 52-week high | $243.37 | $487.47 |
| 52-week low | $164.27 | $266.82 |
| Distance from 52-week high | -2.42% | -3.13% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +38.43% | +17.54% |
| Average volume | 121.53M | 11.31M |
| Shares outstanding | 24.15B | 5.19B |
| Employees | 42,000 | 76,907 |
| 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
- NVIDIA is about 2.3 times larger than Taiwan Semiconductor Manufacturing by market value ($5.73T vs $2.45T).
- TSM has outperformed NVDA by 32.3 percentage points over the past year.
- Taiwan Semiconductor Manufacturing offers a meaningfully higher dividend yield (5.51% vs 0.12%).
- NVIDIA is more profitable, keeping 55.6 cents of every revenue dollar as net income versus 40.0 cents for Taiwan Semiconductor Manufacturing.
- NVIDIA grew revenue faster in its latest fiscal year (+65.47% vs +25.03%).
About NVIDIA
NVDA stock →NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments.
Technology · Semiconductors · 42,000 employees
About Taiwan Semiconductor Manufacturing
TSM stock →Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.
Technology · Semiconductors · 76,907 employees
NVDA vs TSM FAQ
Which is bigger, NVIDIA or Taiwan Semiconductor Manufacturing?
NVIDIA (NVDA) is larger, with a market capitalization of $5.73T compared with $2.45T for Taiwan Semiconductor Manufacturing (TSM).
Which stock has performed better over the past year, NVDA or TSM?
TSM returned +60.60% over the past 12 months, compared with +28.33% for NVDA (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, NVDA or TSM?
NVDA has the lower trailing P/E at 30.0, versus 34.3 for TSM. 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, NVIDIA or Taiwan Semiconductor Manufacturing?
Taiwan Semiconductor Manufacturing has the higher yield at 5.51%, compared with 0.12% for NVIDIA.
Are NVIDIA and Taiwan Semiconductor Manufacturing in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.