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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$187.56 -0.80 (-0.42%)
(As of 10:55 AM ET)

TSM vs. AMD, ARM, NXPI, VRT, LHX, HUBB, GFS, NOK, 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), Hubbell (HUBB), GlobalFoundries (GFS), Nokia Oyj (NOK), 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 contrast the two businesses based on the strength of their community ranking, valuation, dividends, institutional ownership, risk, media sentiment, profitability, analyst recommendations and earnings.

In the previous week, Taiwan Semiconductor Manufacturing had 5 more articles in the media than Advanced Micro Devices. MarketBeat recorded 84 mentions for Taiwan Semiconductor Manufacturing and 79 mentions for Advanced Micro Devices. Advanced Micro Devices' average media sentiment score of 0.95 beat Taiwan Semiconductor Manufacturing's score of 0.86 indicating that Advanced Micro Devices is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
50 Very Positive mention(s)
10 Positive mention(s)
14 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
50 Very Positive mention(s)
12 Positive mention(s)
14 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive

Advanced Micro Devices presently has a consensus price target of $192.79, suggesting a potential upside of 40.11%. Taiwan Semiconductor Manufacturing has a consensus price target of $214.00, suggesting a potential upside of 13.58%. Given Advanced Micro Devices' stronger consensus rating and higher possible upside, research analysts clearly 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)
3 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.94
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

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$22.68B9.85$854M$1.11123.96
Taiwan Semiconductor Manufacturing$69.30B14.10$27.82B$6.2430.19

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

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%

Advanced Micro Devices has a beta of 1.71, meaning that its share price is 71% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.12, meaning that its share price is 12% more volatile than the S&P 500.

Advanced Micro Devices received 1340 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 62.66% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Advanced Micro DevicesOutperform Votes
1977
62.66%
Underperform Votes
1178
37.34%
Taiwan Semiconductor ManufacturingOutperform Votes
637
67.62%
Underperform Votes
305
32.38%

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices 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$983.71B$60.90B$24.14B$19.96B
Dividend Yield1.04%2.44%2.76%3.49%
P/E Ratio30.1924.62218.6335.39
Price / Sales14.1021.323,408.5118.01
Price / Cash22.2324.1233.0521.27
Price / Book7.846.446.654.58
Net Income$27.82B$981.45M$658.63M$985.93M
7 Day Performance-0.08%-1.44%0.15%0.45%
1 Month Performance-6.68%-3.29%0.72%1.05%
1 Year Performance91.43%10.39%18.91%24.67%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
4.0298 of 5 stars
$187.56
-0.4%
$214.00
+14.1%
+88.5%$972.76B$69.30B30.0676,478Analyst Forecast
AMD
Advanced Micro Devices
4.9407 of 5 stars
$135.66
-1.4%
$192.79
+42.1%
+13.2%$220.15B$22.68B122.2226,000
ARM
ARM
2.2861 of 5 stars
$132.20
-1.1%
$147.95
+11.9%
+127.8%$138.52B$3.23B220.347,096
NXPI
NXP Semiconductors
4.5983 of 5 stars
$221.57
+0.6%
$276.76
+24.9%
+8.4%$56.31B$13.28B21.0234,200Positive News
VRT
Vertiv
4.1357 of 5 stars
$143.18
+4.1%
$138.50
-3.3%
+208.7%$53.74B$6.86B95.4527,000Dividend Increase
Analyst Forecast
Positive News
LHX
L3Harris Technologies
4.6227 of 5 stars
$247.50
+1.3%
$267.50
+8.1%
+31.0%$46.94B$19.42B39.1050,000Ex-Dividend
Positive News
HUBB
Hubbell
3.9665 of 5 stars
$456.22
+2.4%
$445.56
-2.3%
+48.1%$24.49B$5.37B32.1018,317
GFS
GlobalFoundries
3.518 of 5 stars
$41.69
+0.1%
$50.21
+20.4%
-28.7%$23.00B$7.39B31.0912,000Analyst Forecast
NOK
Nokia Oyj
1.2775 of 5 stars
$4.14
-2.6%
$4.56
+10.2%
+18.1%$22.57B$24.09B53.0086,689Gap Down
STM
STMicroelectronics
4.1455 of 5 stars
$24.18
-1.3%
$37.63
+55.6%
-47.1%$21.84B$17.29B10.0851,323Analyst Forecast
ASX
ASE Technology
4.3837 of 5 stars
$9.65
-1.1%
N/A+12.6%$21.18B$18.69B21.6992,894

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This page (NYSE:TSM) was last updated on 11/21/2024 by MarketBeat.com Staff
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