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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$211.52 -3.27 (-1.52%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

TSM vs. AMD, ARM, NXPI, VRT, LHX, ERIC, UI, NOK, GFS, and HUBB

Should you be buying Taiwan Semiconductor Manufacturing stock or one of its competitors? The main competitors of Taiwan Semiconductor Manufacturing include Advanced Micro Devices (AMD), ARM (ARM), NXP Semiconductors (NXPI), Vertiv (VRT), L3Harris Technologies (LHX), Telefonaktiebolaget LM Ericsson (publ) (ERIC), Ubiquiti (UI), Nokia Oyj (NOK), GlobalFoundries (GFS), and Hubbell (HUBB). These companies are all part of the "electronic equipment" industry.

Taiwan Semiconductor Manufacturing vs.

Taiwan Semiconductor Manufacturing (NYSE:TSM) and Advanced Micro Devices (NASDAQ:AMD) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, dividends, community ranking, earnings, valuation, institutional ownership, risk, profitability and analyst recommendations.

Taiwan Semiconductor Manufacturing has a net margin of 39.10% compared to Advanced Micro Devices' net margin of 7.52%. Taiwan Semiconductor Manufacturing's return on equity of 27.44% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing39.10% 27.44% 17.49%
Advanced Micro Devices 7.52%6.62%5.46%

Taiwan Semiconductor Manufacturing has a beta of 1.07, suggesting that its stock price is 7% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 1.66, suggesting that its stock price is 66% more volatile than the S&P 500.

Taiwan Semiconductor Manufacturing presently has a consensus price target of $220.00, indicating a potential upside of 4.01%. Advanced Micro Devices has a consensus price target of $178.61, indicating a potential upside of 47.05%. Given Advanced Micro Devices' stronger consensus rating and higher probable upside, analysts plainly believe Advanced Micro Devices is more favorable than Taiwan Semiconductor Manufacturing.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80
Advanced Micro Devices
1 Sell rating(s)
6 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.81

Taiwan Semiconductor Manufacturing has higher revenue and earnings than Advanced Micro Devices. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than Advanced Micro Devices, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Semiconductor Manufacturing$69.30B15.83$27.82B$6.2433.90
Advanced Micro Devices$24.30B8.11$854M$1.11109.42

In the previous week, Taiwan Semiconductor Manufacturing had 46 more articles in the media than Advanced Micro Devices. MarketBeat recorded 167 mentions for Taiwan Semiconductor Manufacturing and 121 mentions for Advanced Micro Devices. Advanced Micro Devices' average media sentiment score of 0.95 beat Taiwan Semiconductor Manufacturing's score of 0.88 indicating that Advanced Micro Devices is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan Semiconductor Manufacturing
98 Very Positive mention(s)
21 Positive mention(s)
31 Neutral mention(s)
7 Negative mention(s)
1 Very Negative mention(s)
Positive
Advanced Micro Devices
74 Very Positive mention(s)
21 Positive mention(s)
13 Neutral mention(s)
8 Negative mention(s)
0 Very Negative mention(s)
Positive

16.5% of Taiwan Semiconductor Manufacturing shares are owned by institutional investors. Comparatively, 71.3% of Advanced Micro Devices shares are owned by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are owned by insiders. Comparatively, 0.7% of Advanced Micro Devices shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Advanced Micro Devices received 1346 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. However, 67.69% of users gave Taiwan Semiconductor Manufacturing an outperform vote while only 62.60% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Taiwan Semiconductor ManufacturingOutperform Votes
639
67.69%
Underperform Votes
305
32.31%
Advanced Micro DevicesOutperform Votes
1985
62.60%
Underperform Votes
1186
37.40%

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 10 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TSM vs. The Competition

MetricTaiwan Semiconductor ManufacturingSemiconductors & related devices IndustryComputer SectorNYSE Exchange
Market Cap$1.10T$64.67B$27.12B$19.94B
Dividend Yield0.92%2.14%2.78%3.71%
P/E Ratio33.9038.68236.9041.41
Price / Sales15.8326.583,720.9916.25
Price / Cash24.4225.2934.3219.84
Price / Book9.738.008.395.76
Net Income$27.82B$914.16M$669.90M$993.25M
7 Day Performance4.95%5.38%3.66%3.12%
1 Month Performance7.26%8.27%4.89%4.75%
1 Year Performance85.22%51.02%24.37%18.83%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.525 of 5 stars
$211.52
-1.5%
$220.00
+4.0%
+85.2%$1.10T$90.08B30.0576,478Earnings Report
Analyst Upgrade
Analyst Revision
AMD
Advanced Micro Devices
4.9743 of 5 stars
$121.46
+2.5%
$178.61
+47.1%
-30.3%$197.11B$22.68B109.4226,000
ARM
ARM
2.2045 of 5 stars
$149.26
+1.2%
$151.09
+1.2%
+89.9%$156.40B$3.23B248.777,096
NXPI
NXP Semiconductors
4.6786 of 5 stars
$215.36
+2.2%
$271.60
+26.1%
-1.4%$54.74B$13.28B20.5534,200
VRT
Vertiv
4.1514 of 5 stars
$135.94
+2.5%
$141.75
+4.3%
+153.3%$51.02B$6.86B90.6327,000Positive News
LHX
L3Harris Technologies
4.8158 of 5 stars
$218.22
-0.1%
$266.19
+22.0%
+6.5%$41.39B$19.42B34.4750,000
ERIC
Telefonaktiebolaget LM Ericsson (publ)
1.5328 of 5 stars
$8.54
+0.9%
$6.70
-21.5%
+45.0%$28.46B$24.83B-284.6799,952Upcoming Earnings
UI
Ubiquiti
2.6296 of 5 stars
$406.86
-0.9%
$338.00
-16.9%
+224.2%$24.60B$1.93B62.981,515Gap Down
NOK
Nokia Oyj
3.5095 of 5 stars
$4.51
+1.5%
$5.86
+30.1%
+31.3%$24.56B$24.09B56.3186,689
GFS
GlobalFoundries
3.6115 of 5 stars
$43.10
+5.3%
$50.21
+16.5%
-27.2%$23.78B$7.39B32.1612,000Gap Up
High Trading Volume
HUBB
Hubbell
3.7858 of 5 stars
$437.52
+0.8%
$471.50
+7.8%
+32.7%$23.48B$5.37B31.5218,317Positive News

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This page (NYSE:TSM) was last updated on 1/21/2025 by MarketBeat.com Staff
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