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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$197.21 +2.57 (+1.32%)
(As of 12/20/2024 05:45 PM ET)

TSM vs. AMD, ARM, NXPI, VRT, LHX, NOK, GFS, HUBB, STM, and ASX

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), Nokia Oyj (NOK), GlobalFoundries (GFS), Hubbell (HUBB), STMicroelectronics (STM), and ASE Technology (ASX). These companies are all part of the "electronic equipment" industry.

Taiwan Semiconductor Manufacturing vs.

Advanced Micro Devices (NASDAQ:AMD) and Taiwan Semiconductor Manufacturing (NYSE:TSM) 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 institutional ownership, community ranking, analyst recommendations, dividends, profitability, media sentiment, risk, earnings and valuation.

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
Advanced Micro Devices7.52% 6.62% 5.46%
Taiwan Semiconductor Manufacturing 39.10%27.44%17.49%

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
Advanced Micro Devices$24.30B7.96$854M$1.11107.40
Taiwan Semiconductor Manufacturing$2.65T0.39$27.82B$6.2431.60

Advanced Micro Devices has a beta of 1.65, indicating that its stock price is 65% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.09, indicating that its stock price is 9% more volatile than the S&P 500.

Advanced Micro Devices currently has a consensus price target of $191.96, suggesting a potential upside of 61.03%. Taiwan Semiconductor Manufacturing has a consensus price target of $214.00, suggesting a potential upside of 8.51%. Given Advanced Micro Devices' stronger consensus rating and higher possible upside, equities research 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
Advanced Micro Devices
0 Sell rating(s)
4 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.90
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

71.3% of Advanced Micro Devices shares are held by institutional investors. Comparatively, 16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. 0.7% of Advanced Micro Devices shares are held by insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Advanced Micro Devices had 6 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 42 mentions for Advanced Micro Devices and 36 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.63 beat Advanced Micro Devices' score of 0.59 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
20 Very Positive mention(s)
6 Positive mention(s)
10 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
17 Very Positive mention(s)
7 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Micro Devices received 1341 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. However, 67.62% of users gave Taiwan Semiconductor Manufacturing an outperform vote while only 62.63% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Advanced Micro DevicesOutperform Votes
1978
62.63%
Underperform Votes
1180
37.37%
Taiwan Semiconductor ManufacturingOutperform Votes
637
67.62%
Underperform Votes
305
32.38%

Summary

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

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$1.02T$59.91B$26.00B$19.19B
Dividend Yield0.99%2.13%2.78%3.61%
P/E Ratio31.6039.85237.6941.30
Price / Sales0.3945.303,345.5317.58
Price / Cash23.5525.5235.7421.28
Price / Book9.077.528.135.32
Net Income$27.82B$983.89M$681.78M$989.88M
7 Day Performance-1.88%-0.42%0.41%-3.54%
1 Month Performance3.44%12.70%7.02%-3.68%
1 Year Performance92.32%8.86%23.11%12.14%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.1498 of 5 stars
$197.21
+1.3%
$214.00
+8.5%
+97.2%$1.02T$2.65T31.6076,478
AMD
Advanced Micro Devices
4.9564 of 5 stars
$127.38
+0.4%
$192.36
+51.0%
-12.0%$206.71B$22.68B112.8626,000Analyst Forecast
ARM
ARM
2.7605 of 5 stars
$147.27
-3.1%
$150.32
+2.1%
+93.2%$154.31B$3.54B253.187,096
NXPI
NXP Semiconductors
4.7642 of 5 stars
$218.96
+1.0%
$274.14
+25.2%
-5.7%$55.65B$12.93B20.6934,200
VRT
Vertiv
4.5962 of 5 stars
$125.85
+0.1%
$140.09
+11.3%
+154.1%$47.24B$7.53B83.1527,000Positive News
LHX
L3Harris Technologies
4.9586 of 5 stars
$222.40
-0.3%
$269.13
+21.0%
+3.4%$42.18B$21.14B35.3550,000Insider Trade
NOK
Nokia Oyj
3.5415 of 5 stars
$4.48
flat
$5.42
+20.9%
+36.3%$24.43B$19.77B56.0086,689
GFS
GlobalFoundries
3.5599 of 5 stars
$44.23
+0.8%
$50.21
+13.5%
-28.1%$24.40B$6.77B32.7512,000Positive News
HUBB
Hubbell
4.1437 of 5 stars
$451.96
-0.4%
$472.13
+4.5%
+32.9%$24.26B$5.37B32.6818,317Positive News
STM
STMicroelectronics
3.6064 of 5 stars
$25.63
-2.5%
$36.26
+41.5%
-49.9%$23.15B$17.29B10.5651,323Ex-Dividend
ASX
ASE Technology
4.691 of 5 stars
$10.32
+1.6%
N/A+12.8%$22.65B$593.73B22.5892,894Positive News

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This page (NYSE:TSM) was last updated on 12/21/2024 by MarketBeat.com Staff
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