AMD vs TSM
as of Friday's close
as of Friday's close
- AMDBuy moresales growth, past year42%
Buy more below $509, 4.8% under Friday's $534.
- TSMBuy moresales growth, past year36%
Taiwan Semiconductor Manufacturing's sales grew 36% over the past year, and its report on Oct 15 beat profit forecasts by 3.4%.
Percent return
- AMD+115.38%
- TSM+42.79%
Nov 13, 2025 to Nov 13, 2026
Where they differ
TSM leads on 4 of 6
AMDTSM
- Company size: AMD $736B, TSM $2.10T.
- Sales growth, 1 yr: AMD +42%, TSM +36%. AMD is ahead.
- Price for $1 of next year's profit: AMD $30, TSM $19. TSM is ahead.
- Profit per $1 of sales: AMD 18¢, TSM 58¢. TSM is ahead.
- Cash minus debt: AMD +$6.57B, TSM +$97.3B. TSM is ahead.
- Price change, 1 yr: AMD +115%, TSM +43%. AMD is ahead. S&P 500 +13%.
- How much the price swings: AMD 79%, TSM 42%. TSM is ahead.
| Measure | AMDAdvanced Micro Devices | TSMTaiwan Semiconductor |
|---|---|---|
| Price and returns | ||
| Price | $534.09 | $398.63 |
| Friday | −8.75% | Best in this row: −1.69% |
| 1 month | −11.80% | Best in this row: −10.42% |
| 3 months | Best in this row: +10.58% | −7.15% |
| This year | Best in this row: +149.37% | +32.24% |
| 1 year | Best in this row: +115.38% | +42.79% |
| 5 years | +261.12% | Best in this row: +263.92% |
| From 52-week high | −17.8% | −17.9% |
| How much it swings (90 days) | 79% | Best in this row: 42% |
| Valuation | ||
| Market value | $736B | $2.10T |
| Price vs last year's earnings | 97.6× | Best in this row: 26.1× |
| Price vs next year's expected earnings | 29.9× | Best in this row: 19.4× |
| Price vs earnings, adjusted for growth | Best in this row: 0.62× | 0.66× |
| Price to sales | 16.2× | Best in this row: 11.9× |
| Price vs cash it brings in | 104.4× | Best in this row: 40.8× |
| Company value vs operating profit | 65.5× | Best in this row: 15.4× |
| Price vs earnings, against its own past (0 = cheapest) | Lowest | Lowest |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +41.9% | +36.2% |
| Revenue growth a year, last 3 years | +13.6% | Best in this row: +18.9% |
| Earnings per share growth, last year | Best in this row: +123.9% | +54.8% |
| Earnings per share growth expected next year | Best in this row: +119.2% | +34.6% |
| Profitability | ||
| Kept from sales after making the product | 56.0% | Best in this row: 65.8% |
| Kept as operating profit | 17.8% | Best in this row: 58.0% |
| Kept as final profit | 16.8% | Best in this row: 51.1% |
| Kept as spare cash | 15.5% | Best in this row: 29.9% |
| Profit on shareholders' money | 12.0% | Best in this row: 41.9% |
| Profit on all money put in | 12.8% | Best in this row: 60.3% |
| Balance sheet | ||
| Net cash (cash minus debt) | $6.57B | Best in this row: $97.3B |
| Debt for each $1 of shareholders' money | 0.13× | Best in this row: 0.12× |
| Short-term assets per $1 of bills due | Best in this row: 2.72× | 2.50× |
| Dividend yield | – | 1.11% |
| Share of profit paid as dividends | – | 30% |
| Our readPro | ||
| Our call | Buy more | Buy more |
| Why | Advanced Micro Devices' sales grew 42% over the past year, and its report on Nov 3 beat profit forecasts by 9.5%. | Taiwan Semiconductor Manufacturing's sales grew 36% over the past year, and its report on Oct 15 beat profit forecasts by 3.4%. |
| Where the price sits | In betweenbuy more under $509 | in the full report |
| Our overall score (out of 100) | 68 | Best in this row: 79 |
| Our value score | 29 | Best in this row: 46 |
| Our growth score | Best in this row: 99 | 98 |
| Our quality score | 62 | Best in this row: 85 |
| Our price trend score | 61 | Best in this row: 73 |
| Earnings and analysts | ||
| Analyst consensus | Buy | Buy |
| To average analyst target | +22.4% | Best in this row: +41.4% |
| Average analyst target | $653.50 | $563.75 |
| Analysts rating it a buy | 85% | Best in this row: 95% |
| Buy ratings added, 3 months | +1 | Best in this row: +2 |
| Analysts covering | 29 | 9 |
TSM: a lower P/E per point of growth
Our pick of these: Taiwan Semiconductor
Forward P/E per point of sales growth 0.54 vs 0.71
AMD 0.71, TSM 0.54.Keeps 58.0% of sales as operating profit, vs 17.8%
AMD 17.8%, TSM 58.0%.+41.4% to the average analyst target, vs +22.4%
AMD +22.4%, TSM +41.4%.Where it loses: AMD has faster sales growth, +41.9% vs +36.2%
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Prices as of Friday, 3:59 PM ET. A view, not advice.