Taiwan Semiconductor Manufacturing (TSM) Competitors

$151.93
+5.52 (+3.77%)
(As of 05/14/2024 ET)

TSM vs. AVGO, AMD, NVDA, META, ASML, ORCL, CRM, ADBE, QCOM, 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), Meta Platforms (META), ASML (ASML), Oracle (ORCL), Salesforce (CRM), Adobe (ADBE), QUALCOMM (QCOM), 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 stock? We will contrast the two businesses based on the strength of their profitability, dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk, valuation and community ranking.

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$2.25T0.35$27.82B$5.2528.94
Broadcom$35.82B17.85$14.08B$26.9851.15

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

Broadcom received 1821 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. Likewise, 82.63% 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
2445
82.63%
Underperform Votes
514
17.37%

Taiwan Semiconductor Manufacturing has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500. Comparatively, Broadcom has a beta of 1.25, indicating that its stock price is 25% more volatile than the S&P 500.

Taiwan Semiconductor Manufacturing pays an annual dividend of $1.76 per share and has a dividend yield of 1.2%. Broadcom pays an annual dividend of $21.00 per share and has a dividend yield of 1.5%. Taiwan Semiconductor Manufacturing pays out 33.5% 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.

In the previous week, Taiwan Semiconductor Manufacturing had 14 more articles in the media than Broadcom. MarketBeat recorded 46 mentions for Taiwan Semiconductor Manufacturing and 32 mentions for Broadcom. Broadcom's average media sentiment score of 0.81 beat Taiwan Semiconductor Manufacturing's score of 0.80 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
24 Very Positive mention(s)
8 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Broadcom
18 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing presently has a consensus target price of $157.00, suggesting a potential upside of 3.34%. Broadcom has a consensus target price of $1,296.91, suggesting a potential downside of 6.02%. Given Taiwan Semiconductor Manufacturing's higher possible upside, analysts clearly 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)
21 Buy rating(s)
0 Strong Buy rating(s)
2.91

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%

Summary

Broadcom beats Taiwan Semiconductor Manufacturing on 14 of the 20 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 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$787.97B$46.71B$20.34B$17.81B
Dividend Yield1.21%2.12%2.72%3.47%
P/E Ratio28.9423.58265.4026.01
Price / Sales0.3516.34547.0410.47
Price / Cash17.4924.1728.6015.76
Price / Book6.996.137.145.13
Net Income$27.82B$921.55M$630.89M$965.90M
7 Day Performance7.68%1.50%1.29%1.70%
1 Month Performance6.60%2.88%2.16%3.90%
1 Year Performance82.10%27.81%33.94%132.75%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AVGO
Broadcom
4.919 of 5 stars
$1,380.03
+3.2%
$1,296.91
-6.0%
+118.7%$639.53B$35.82B51.1520,000Analyst Forecast
Short Interest ↓
AMD
Advanced Micro Devices
4.5117 of 5 stars
$153.16
+1.7%
$185.26
+21.0%
+60.8%$247.55B$22.68B225.2426,000Analyst Forecast
NVDA
NVIDIA
4.6628 of 5 stars
$913.56
+1.1%
$966.55
+5.8%
+222.4%$2.28T$60.92B76.5129,600Upcoming Earnings
Analyst Forecast
META
Meta Platforms
3.8462 of 5 stars
$471.85
+0.8%
$509.80
+8.0%
+101.8%$1.20T$134.90B27.1067,317
ASML
ASML
4.437 of 5 stars
$915.03
-0.2%
$1,036.00
+13.2%
+41.3%$361.06B$29.82B46.7342,416Short Interest ↓
Positive News
ORCL
Oracle
4.6883 of 5 stars
$120.88
+3.9%
$130.76
+8.2%
+23.5%$332.24B$49.95B31.89164,000Options Volume
High Trading Volume
CRM
Salesforce
4.9548 of 5 stars
$276.80
-0.3%
$310.61
+12.2%
+37.2%$267.94B$34.86B65.9072,682Insider Selling
Short Interest ↓
ADBE
Adobe
4.9389 of 5 stars
$475.95
-1.5%
$620.72
+30.4%
+41.9%$213.23B$19.94B45.5029,945
QCOM
QUALCOMM
4.7653 of 5 stars
$188.97
+2.6%
$180.48
-4.5%
+82.4%$210.89B$35.82B25.4050,000Insider Selling
CSCO
Cisco Systems
4.8476 of 5 stars
$48.95
+0.6%
$55.81
+14.0%
+4.8%$198.21B$57.00B14.8884,900Analyst Upgrade

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This page (NYSE:TSM) was last updated on 5/15/2024 by MarketBeat.com Staff

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