NVDA vs TSM: NVIDIA Corporation vs Taiwan Semiconductor Manufacturing Company Limited Stock Comparison [2026]

📊 Data as of June 24, 2026 · Refreshed weekly

A head-to-head, data-driven comparison of NVDA (NVIDIA Corporation) and TSM (Taiwan Semiconductor Manufacturing Company Limited) — covering valuation, growth, dividends, risk, and which one fits your portfolio. All metrics pulled from live market data.

If you're choosing between NVDA and TSM, the answer depends on what kind of investor you are. Both are watched closely in the Technology sector, but they look different on almost every metric that matters: P/E, growth rate, dividend, balance-sheet quality, and volatility.

Below we break down the head-to-head numbers, name a winner on each dimension, and give a clear recommendation by investor type. Want to run this comparison live with charts and 50+ metrics? Use the free interactive NVDA vs TSM comparison tool.

NVIDIA Corporation (NVDA)

Technology · Semiconductors · NASDAQ

NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platf…

Taiwan Semiconductor Manufacturing Company Limited (TSM)

Technology · Semiconductors · NYSE

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and inves…

Quick Verdict

Better for Growth

NVDA

revenue 65.47% and EPS 65.99% YoY outpace the other name

Better for Value

Tie

both trade at similar earnings multiples

Better for Income

TSM

0.95% yield vs the other name's lower payout

Better for Safety

TSM

beta 1.28 and D/E 0.00 make it the more defensive name

Editor's Take

By StockSignal24 Research · Reviewed May 17, 2026

Editor's Take: NVDA designs AI chips. TSM manufactures them. Owning both is the cleanest AI infrastructure trade.

Almost every AI accelerator chip in the world — including NVIDIA's H100, H200, Blackwell, and Rubin generations — is manufactured by Taiwan Semiconductor. Apple's A-series and M-series, AMD's Ryzen and Epyc, Qualcomm's Snapdragon — also TSMC. TSM has a near-monopoly on advanced node (3nm and below) manufacturing. This makes them complementary, not competing.

NVDA captures the design margin (~75% gross). TSM captures the manufacturing margin (~55%). Both are extraordinarily profitable, but they're exposed to different risks: NVDA is exposed to AI accelerator demand and Chinese AI chip competition. TSM is exposed to geopolitical risk around Taiwan, plus the cyclical capex of semiconductor manufacturing.

If you want exposure to AI compute and you're worried about NVDA's valuation (35×+ earnings), TSM is the lower-multiple play (18-22× earnings) that benefits from the same demand. If you're worried about the China-Taiwan geopolitical risk, NVDA is the way to play AI without that overhang (though NVDA's revenue routes through TSM, so it's not actually de-risked). Most sophisticated investors own both at roughly 70/30 NVDA/TSM weight.

How to Read This NVDA vs TSM Comparison

Stock comparisons can be misleading if you focus on a single metric. A "cheaper" P/E doesn't automatically make a stock a better buy — slower-growing companies should trade at lower multiples. The right framework is to score each name on four independent dimensions and weight them according to your investing goal.

The Four-Dimension Framework

Growth — How fast is the business expanding? We look at year-over-year revenue and EPS growth. Faster growers earn premium multiples but carry execution risk.
Value — Are you paying a fair price? P/E, P/B, EV/EBITDA, and free cash flow yield tell you what the market is charging per dollar of business performance.
Income — Does the stock pay you to wait? Dividend yield, payout ratio, and dividend history matter for retirees, FIRE investors, and anyone funding ongoing expenses.
Safety — How much can you lose if things go wrong? Low beta, manageable debt-to-equity, and high ROE indicate a more durable business.

No single stock wins on all four. NVDA and TSM likely each lead on at least one dimension. The "right" answer is the one that matches your portfolio gap — if you already own a basket of high-growth tech, the cheaper, lower-volatility name probably adds more diversification value than another momentum bet.

Side-by-Side Metrics: NVDA vs TSM

Metric	NVDA	TSM
Price	$180.64	$329.98
Market Cap	$4.40T	$1.71T
P/E Ratio (lower is cheaper)	0.00	0.00
EPS	$0.00	$0.00
Dividend Yield	0.02%	0.95%
Beta (volatility vs market)	2.27	1.28
ROE (higher is better)	0.00%	0.00%
Debt/Equity (lower is safer)	0.00	0.00
Revenue Growth (YoY)	65.47%	32.97%
EPS Growth (YoY)	65.99%	49.78%
52-Week High	$212.19	$351.33
52-Week Low	$86.62	$134.25
Sector	Technology	Technology

Which Stock Has Better Growth?

NVDA grew revenue 65.47% and EPS 65.99% year-over-year. TSM grew revenue 32.97% and EPS 49.78%.

NVDA wins — revenue 65.47% and EPS 65.99% YoY outpace the other name.

Which Stock Is Cheaper on Valuation?

NVDA trades at a P/E of 0.00, while TSM trades at 0.00. ROE for NVDA is 0.00% versus 0.00% for TSM.

Roughly tied — both trade at similar earnings multiples.

Which Stock Pays More Income?

NVDA yields 0.02%; TSM yields 0.95%.

TSM wins — 0.95% yield vs the other name's lower payout.

Which Stock Is the Safer Bet?

NVDA has a beta of 2.27 and a debt-to-equity ratio of 0.00. TSM sits at beta 1.28 and D/E 0.00.

TSM wins — beta 1.28 and D/E 0.00 make it the more defensive name.

Where NVDA and TSM Sit in Their 52-Week Range

Price action over the last 12 months gives important context. A stock near its 52-week high has momentum on its side but limited room before profit-taking; one near its low may be a value opportunity or a structural problem.

NVDA currently trades at $180.64, in the upper half of its 52-week range — established uptrend with room to run if fundamentals continue (52-week range: $86.62–$212.19).
TSM currently trades at $329.98, near the upper end of its 52-week range — momentum is strong but the easy gains may be behind it (52-week range: $134.25–$351.33).

Key Risks for NVDA and TSM

Every stock has tail risks that the headline numbers don't capture. Here's what stands out from the available metrics:

NVDA: elevated beta of 2.27 means larger drawdowns when the market sells off.
TSM: no obvious red flags in the headline metrics, but always read the most recent 10-K and earnings call before sizing a position.

This is a quick heuristic risk scan, not a full risk assessment. Always read the "Risk Factors" section of each company's most recent 10-K filing before investing.

NVDA vs TSM — Best Pick by Investor Type

Long-term holder (10+ years): Lean toward TSM; durability and balance-sheet strength matter more than the next-quarter print.
Income / dividend-focused: TSM — higher yield, but always check payout sustainability before chasing.
Aggressive growth: NVDA — faster top-line and EPS expansion at the cost of richer multiples.
Value-oriented: either name works — paying less per dollar of earnings, with the trade-off of slower growth.

The Bottom Line: NVDA vs TSM

On balance, TSM wins on 2 of 4 dimensions, making it the slightly better all-around pick for a generalist investor.

If you're the kind of investor who hates picking, the easiest answer is to own both names in equal weight inside a sector basket and rebalance once a year. That way, you capture the winner without having to predict it, and you pay the lowest possible behavioral cost (no second-guessing, no FOMO).

If you must pick one, anchor on the dimension that fixes your biggest portfolio gap — not the one with the most exciting headline. Tilting toward defensive names when you already own three growth winners adds more risk-adjusted return than another momentum bet.

Metrics Glossary — What Each Number Means

If you're new to fundamental analysis, here's a plain-English reference for every metric in the table above:

P/E Ratio (Price-to-Earnings): Share price divided by earnings per share. Tells you how many years of current earnings the stock costs. Lower = cheaper, but slow growers should have lower P/Es.
EPS (Earnings Per Share): Net income divided by shares outstanding. The per-share slice of company profits.
Market Cap: Share price × shares outstanding. The market's total valuation of the company's equity.
Dividend Yield: Annual dividend per share ÷ current price, expressed as a percent. A 3% yield means you receive $3 per year for every $100 invested at today's price.
Beta: Volatility relative to the broader market (S&P 500 = 1.0). Beta of 1.5 means the stock historically moves 1.5× the market, both up and down.
ROE (Return on Equity): Net income ÷ shareholder equity. How efficiently the company turns equity capital into profit. Above 15% is generally considered high quality.
Debt-to-Equity: Total debt ÷ shareholder equity. Lower ratios mean less leverage and lower interest-rate risk.
Revenue Growth (YoY): Percentage change in revenue versus the year-ago period. The single best top-line health check.
EPS Growth (YoY): Same comparison but for earnings per share — captures both revenue growth and operating leverage.
52-Week High / Low: The trailing 12-month price range. Useful for context on current price (e.g. a stock near its 52-week high is in an uptrend; near the low is in a downtrend or value zone).

Run a Live NVDA vs TSM Comparison

The numbers above reflect the latest available data, but markets move every minute. For a real-time, interactive head-to-head with price charts (1D to YTD), all 50+ metrics, and AI-powered insights, use our free tool — it's free, no signup required, and shareable:

Compare NVDA vs TSM live →

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Frequently Asked Questions: Is NVDA

Is NVDA a better buy than TSM in 2026?

It depends on your investment goal. For growth investors, NVDA has the edge — NVDA grew revenue 65.47% versus 32.97% for TSM. For value investors, Both NVDA and TSM are roughly comparable on this dimension looks more attractive on earnings multiples (P/E 0.00 vs 0.00). For income, TSM pays a higher yield (0.02% vs 0.95%). For safety, TSM has the more defensive profile (beta 2.27 vs 1.28).

What is the P/E ratio of NVDA vs TSM?

NVDA trades at a price-to-earnings (P/E) ratio of 0.00, while TSM trades at 0.00. A lower P/E means you pay less per dollar of current earnings — TSM is the cheaper name on this metric. However, a higher P/E often reflects faster expected growth, so don't pick on P/E alone.

Does NVDA or TSM pay a higher dividend?

NVDA currently yields 0.02% and TSM yields 0.95%. TSM pays the higher current yield. Always verify payout ratio and dividend history before treating yield as guaranteed income — a high yield can also be a warning sign of a falling share price.

Which stock is more volatile, NVDA or TSM?

NVDA has a beta of 2.27 and TSM has a beta of 1.28. A beta above 1.0 means the stock historically moves more than the broader market; below 1.0 means it moves less. NVDA has been the more volatile name based on historical price action.

What is the market cap of NVDA vs TSM?

NVDA has a market capitalization of $4.40T and TSM is at $1.71T. Market cap is share price multiplied by shares outstanding and reflects the total equity value the market assigns to the company.

Should I buy NVDA or TSM for long-term investing?

For a long-term holder (10+ years), the safer-quality name usually wins because compounding requires durability. TSM screens better on safety metrics here: lower beta, more conservative debt levels, and stronger return on equity. That said, NVDA is growing faster, so a long-term investor may want both — or split allocation 60/40 toward the safer name.

Which has higher growth, NVDA or TSM?

NVDA is the faster grower right now. NVDA grew revenue 65.47% year-over-year and EPS 65.99%; TSM grew revenue 32.97% and EPS 49.78%. TSM's slower growth often comes with a lower valuation — it's the classic growth-vs-value trade-off.

Is NVDA overvalued compared to TSM?

NVDA trades at a higher P/E than TSM, which can mean the market is pricing in faster expected growth. Whether that premium is justified depends on whether NVDA can actually deliver the implied earnings expansion. Cross-check P/E with PEG ratio (P/E ÷ growth rate) — a PEG under 1.5 is generally considered reasonable, over 2.0 starts to look stretched.

What sector are NVDA and TSM in?

NVDA (NVIDIA Corporation) operates in the Technology sector, specifically the Semiconductors industry. TSM (Taiwan Semiconductor Manufacturing Company Limited) is in the Technology sector, specifically the Semiconductors industry. Because both are in the same sector, this is a true head-to-head comparison.

How do I decide between NVDA and TSM?

Start with your goal. (1) If you need income, weight the higher-yield name. (2) If you want growth, weight the faster top-line and EPS grower. (3) If you want capital preservation, weight the lower-beta, lower-debt, higher-ROE name. (4) If you're unsure, the most common professional approach is to own both in a sector basket so you don't have to predict the winner — and rebalance annually.

Disclaimer: This comparison is generated from live market data for informational purposes only. It is not investment advice, a recommendation to buy or sell any security, or a substitute for the analysis of a licensed financial advisor. Past performance is not indicative of future results. Always read the most recent 10-K and consult a qualified professional before making investment decisions. StockSignal24 is not responsible for losses incurred from trading decisions made based on this content.