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Taiwan Semiconductor Manufacturing (TSM) Competitors

$187.49
+0.36 (+0.19%)
(As of 10/16/2024 ET)

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

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), L3Harris Technologies (LHX), Vertiv (VRT), Nokia Oyj (NOK), STMicroelectronics (STM), Hubbell (HUBB), ASE Technology (ASX), and GlobalFoundries (GFS). 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 superior business? We will contrast the two businesses based on the strength of their risk, dividends, earnings, valuation, institutional ownership, profitability, analyst recommendations, community ranking and media sentiment.

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$69.30B14.03$27.82B$5.5933.54
Advanced Micro Devices$23.28B10.84$854M$0.68229.60

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

Advanced Micro Devices received 1336 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. However, 67.59% of users gave Taiwan Semiconductor Manufacturing an outperform vote while only 62.58% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Taiwan Semiconductor ManufacturingOutperform Votes
632
67.59%
Underperform Votes
303
32.41%
Advanced Micro DevicesOutperform Votes
1968
62.58%
Underperform Votes
1177
37.42%

Taiwan Semiconductor Manufacturing has a net margin of 37.85% compared to Advanced Micro Devices' net margin of 5.82%. Taiwan Semiconductor Manufacturing's return on equity of 25.54% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing37.85% 25.54% 16.04%
Advanced Micro Devices 5.82%5.98%4.93%

Taiwan Semiconductor Manufacturing currently has a consensus target price of $200.00, suggesting a potential upside of 6.67%. Advanced Micro Devices has a consensus target price of $195.00, suggesting a potential upside of 24.90%. Given Advanced Micro Devices' stronger consensus rating and higher possible upside, 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
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
0 Sell rating(s)
3 Hold rating(s)
27 Buy rating(s)
2 Strong Buy rating(s)
2.97

Taiwan Semiconductor Manufacturing has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 1.7, meaning that its stock price is 70% more volatile than the S&P 500.

In the previous week, Advanced Micro Devices had 37 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 81 mentions for Advanced Micro Devices and 44 mentions for Taiwan Semiconductor Manufacturing. Advanced Micro Devices' average media sentiment score of 0.59 beat Taiwan Semiconductor Manufacturing's score of 0.58 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
17 Very Positive mention(s)
7 Positive mention(s)
16 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
Advanced Micro Devices
33 Very Positive mention(s)
11 Positive mention(s)
22 Neutral mention(s)
11 Negative mention(s)
0 Very Negative mention(s)
Positive

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 TSM 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$996.88B$61.90B$23.06B$19.71B
Dividend Yield1.03%2.17%2.60%3.47%
P/E Ratio33.5430.30259.3926.13
Price / Sales14.0337.314,842.7520.61
Price / Cash22.5226.1232.0220.35
Price / Book8.627.307.215.45
Net Income$27.82B$1.04B$651.05M$981.47M
7 Day Performance0.19%0.04%1.40%2.12%
1 Month Performance10.89%8.21%5.83%4.16%
1 Year Performance105.51%7.54%25.90%26.59%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.1396 of 5 stars
$187.49
+0.2%
$200.00
+6.7%
+106.9%$996.88B$69.30B33.5476,478Upcoming Earnings
AMD
Advanced Micro Devices
4.6299 of 5 stars
$156.64
-5.2%
$195.00
+24.5%
+49.1%$253.18B$23.28B191.0326,000
ARM
ARM
1.851 of 5 stars
$150.67
-6.9%
$134.91
-10.5%
+196.7%$157.88B$3.50B386.347,096Short Interest ↑
Gap Up
NXPI
NXP Semiconductors
4.9778 of 5 stars
$232.85
-4.4%
$291.40
+25.1%
+19.7%$59.54B$13.11B21.7634,200
LHX
L3Harris Technologies
4.4758 of 5 stars
$245.30
-1.2%
$253.64
+3.4%
+38.4%$46.53B$20.77B39.2550,000Dividend Announcement
VRT
Vertiv
4.0252 of 5 stars
$107.47
-4.4%
$110.44
+2.8%
+174.9%$40.23B$7.20B83.9627,000Upcoming Earnings
Analyst Forecast
NOK
Nokia Oyj
1.2133 of 5 stars
$4.42
+0.2%
$4.54
+2.8%
+25.8%$24.38B$20.16B63.0786,689Upcoming Earnings
STM
STMicroelectronics
4.7578 of 5 stars
$26.87
-5.2%
$43.13
+60.5%
-37.4%$24.27B$15.41B8.3451,323Gap Up
HUBB
Hubbell
3.4186 of 5 stars
$451.39
-2.0%
$423.13
-6.3%
+53.1%$24.23B$5.57B33.3618,317Short Interest ↑
ASX
ASE Technology
4.8587 of 5 stars
$10.21
+0.5%
N/A+33.3%$22.27B$587.79B22.6992,894Analyst Upgrade
Short Interest ↓
Positive News
Gap Up
GFS
GlobalFoundries
4.1993 of 5 stars
$40.26
-2.6%
$56.38
+40.1%
-27.7%$22.21B$6.89B27.3912,000

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This page (NYSE:TSM) was last updated on 10/16/2024 by MarketBeat.com Staff
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