Taiwan Semiconductor Manufacturing (TSM) Competitors

$134.92
-2.42 (-1.76%)
(As of 05/1/2024 ET)

TSM vs. AVGO, AMD, NVDA, ASML, META, ORCL, CRM, ADBE, TMUS, and CSCO

Should you be buying Taiwan Semiconductor Manufacturing stock or one of its competitors? The main competitors of Taiwan Semiconductor Manufacturing include Broadcom (AVGO), Advanced Micro Devices (AMD), NVIDIA (NVDA), ASML (ASML), Meta Platforms (META), Oracle (ORCL), Salesforce (CRM), Adobe (ADBE), T-Mobile US (TMUS), and Cisco Systems (CSCO). These companies are all part of the "computer and technology" sector.

Taiwan Semiconductor Manufacturing vs.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Semiconductor Manufacturing$69.30B10.03$27.82B$5.2525.52
Broadcom$35.82B16.24$14.08B$26.9846.51

In the previous week, Broadcom had 1 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 29 mentions for Broadcom and 28 mentions for Taiwan Semiconductor Manufacturing. Broadcom's average media sentiment score of 0.63 beat Taiwan Semiconductor Manufacturing's score of 0.50 indicating that Broadcom is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan Semiconductor Manufacturing
13 Very Positive mention(s)
5 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Broadcom
14 Very Positive mention(s)
6 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing has a beta of 1.15, suggesting that its share price is 15% more volatile than the S&P 500. Comparatively, Broadcom has a beta of 1.25, suggesting that its share price is 25% more volatile than the S&P 500.

Broadcom received 1820 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. Likewise, 82.62% of users gave Broadcom an outperform vote while only 67.39% of users gave Taiwan Semiconductor Manufacturing an outperform vote.

CompanyUnderperformOutperform
Taiwan Semiconductor ManufacturingOutperform Votes
624
67.39%
Underperform Votes
302
32.61%
BroadcomOutperform Votes
2444
82.62%
Underperform Votes
514
17.38%

Taiwan Semiconductor Manufacturing currently has a consensus price target of $157.00, suggesting a potential upside of 15.80%. Broadcom has a consensus price target of $1,285.41, suggesting a potential upside of 1.63%. Given Taiwan Semiconductor Manufacturing's higher probable upside, analysts plainly believe Taiwan Semiconductor Manufacturing is more favorable than Broadcom.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.75
Broadcom
0 Sell rating(s)
2 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.91

16.5% of Taiwan Semiconductor Manufacturing shares are owned by institutional investors. Comparatively, 76.4% of Broadcom shares are owned by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are owned by company insiders. Comparatively, 2.0% of Broadcom shares are owned by company 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.

Taiwan Semiconductor Manufacturing has a net margin of 38.15% compared to Broadcom's net margin of 29.93%. Broadcom's return on equity of 47.71% beat Taiwan Semiconductor Manufacturing's return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing38.15% 25.25% 15.67%
Broadcom 29.93%47.71%16.75%

Taiwan Semiconductor Manufacturing pays an annual dividend of $1.72 per share and has a dividend yield of 1.3%. Broadcom pays an annual dividend of $21.00 per share and has a dividend yield of 1.7%. Taiwan Semiconductor Manufacturing pays out 32.8% of its earnings in the form of a dividend. Broadcom pays out 77.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Broadcom beats Taiwan Semiconductor Manufacturing on 15 of the 20 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.
Skip Chart

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.
Skip Chart

TSM vs. The Competition

MetricTaiwan Semiconductor ManufacturingSemiconductors & related devices IndustryComputer SectorNYSE Exchange
Market Cap$694.88B$44.02B$19.14B$17.42B
Dividend Yield1.24%2.10%2.76%3.53%
P/E Ratio25.5224.10233.5522.58
Price / Sales10.0317.16531.9510.26
Price / Cash16.2323.1228.2217.73
Price / Book6.166.046.414.86
Net Income$27.82B$959.29M$617.17M$964.11M
7 Day Performance0.74%0.77%0.41%-0.79%
1 Month Performance-5.26%-8.87%-3.70%-4.42%
1 Year Performance59.54%0.85%15.13%94.09%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AVGO
Broadcom
4.755 of 5 stars
$1,300.27
-2.9%
$1,285.41
-1.1%
+107.5%$602.57B$35.82B48.1920,000Short Interest ↑
AMD
Advanced Micro Devices
4.7045 of 5 stars
$158.38
-1.1%
$184.68
+16.6%
+77.2%$255.96B$22.68B304.5826,000Earnings Report
Analyst Report
News Coverage
Gap Down
NVDA
NVIDIA
4.7607 of 5 stars
$864.02
-1.5%
$941.55
+9.0%
+211.4%$2.16T$60.92B72.3629,600Analyst Report
Analyst Revision
ASML
ASML
3.8669 of 5 stars
$872.47
-4.1%
$1,036.00
+18.7%
+37.0%$344.27B$29.82B44.5642,416Dividend Cut
META
Meta Platforms
4.3428 of 5 stars
$430.17
-0.6%
$509.18
+18.4%
+79.0%$1.10T$134.90B24.7167,317Earnings Report
Analyst Report
Insider Selling
Analyst Revision
ORCL
Oracle
4.8463 of 5 stars
$113.75
-2.4%
$130.76
+15.0%
+20.1%$312.64B$49.95B30.01164,000Analyst Downgrade
CRM
Salesforce
4.8035 of 5 stars
$268.94
-2.5%
$310.61
+15.5%
+35.6%$260.87B$34.86B64.0372,682Insider Selling
ADBE
Adobe
4.801 of 5 stars
$462.83
-2.2%
$620.72
+34.1%
+22.6%$207.35B$19.41B44.2529,945
TMUS
T-Mobile US
4.9493 of 5 stars
$164.17
0.0%
$186.33
+13.5%
+14.1%$194.85B$78.56B22.3467,000Earnings Report
Insider Selling
News Coverage
CSCO
Cisco Systems
4.7099 of 5 stars
$46.98
-1.7%
$55.53
+18.2%
-0.6%$190.23B$57.00B14.2884,900Short Interest ↑

Related Companies and Tools

This page (NYSE:TSM) was last updated on 5/1/2024 by MarketBeat.com Staff

From Our Partners