NVDA vs TSM
as of Friday's close
- NVDAKeepin five trading days−13%
NVIDIA fell 13% over the past five trading days while other chip stocks rose 9.7%, even though its sales grew 83% over the past year.
- 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
- NVDA−12.64%
- TSM+42.79%
Nov 13, 2025 to Nov 13, 2026
Where they differ
- Company size: NVDA $4.50T, TSM $2.10T.
- Sales growth, 1 yr: NVDA +83%, TSM +36%. NVDA is ahead.
- Price for $1 of next year's profit: NVDA $15, TSM $19. NVDA is ahead.
- Profit per $1 of sales: NVDA 65¢, TSM 58¢. NVDA is ahead.
- Cash minus debt: NVDA +$23.6B, TSM +$97.3B. TSM is ahead.
- Price change, 1 yr: NVDA −13%, TSM +43%. TSM is ahead. S&P 500 +13%.
- How much the price swings: NVDA 42%, TSM 42%.
| Measure | NVDANVIDIA | TSMTaiwan Semiconductor |
|---|---|---|
| Price and returns | ||
| Price | $162.82 | $398.63 |
| Friday | −2.03% | Best in this row: −1.69% |
| 1 month | −28.74% | Best in this row: −10.42% |
| 3 months | −27.65% | Best in this row: −7.15% |
| This year | −12.48% | Best in this row: +32.24% |
| 1 year | −12.64% | Best in this row: +42.79% |
| 5 years | Best in this row: +438.23% | +263.92% |
| From 52-week high | −31.9% | −17.9% |
| How much it swings (90 days) | 42% | Best in this row: 42% |
| Valuation | ||
| Market value | $4.50T | $2.10T |
| Price vs last year's earnings | Best in this row: 23.6× | 26.1× |
| Price vs next year's expected earnings | Best in this row: 15.4× | 19.4× |
| Price vs earnings, adjusted for growth | Best in this row: 0.34× | 0.66× |
| Price to sales | 14.9× | Best in this row: 11.9× |
| Price vs cash it brings in | Best in this row: 35.5× | 40.8× |
| Company value vs operating profit | 22.3× | 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: +83.4% | +36.2% |
| Revenue growth a year, last 3 years | Best in this row: +100.0% | +18.9% |
| Earnings per share growth, last year | Best in this row: +109.6% | +54.8% |
| Earnings per share growth expected next year | Best in this row: +70.2% | +34.6% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 74.7% | 65.8% |
| Kept as operating profit | Best in this row: 65.2% | 58.0% |
| Kept as final profit | Best in this row: 63.7% | 51.1% |
| Kept as spare cash | Best in this row: 41.9% | 29.9% |
| Profit on shareholders' money | Best in this row: 117.2% | 41.9% |
| Profit on all money put in | Best in this row: 92.0% | 60.3% |
| Balance sheet | ||
| Net cash (cash minus debt) | $23.6B | Best in this row: $97.3B |
| Debt for each $1 of shareholders' money | 0.17× | Best in this row: 0.12× |
| Short-term assets per $1 of bills due | Best in this row: 4.59× | 2.50× |
| Dividend yield | 0.54% | Best in this row: 1.11% |
| Share of profit paid as dividends | Best in this row: 7% | 30% |
| Our readPro | ||
| Our call | Keep | Buy more |
| Why | NVIDIA fell 13% over the past five trading days while other chip stocks rose 9.7%, even though its sales grew 83% over the past year. | 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 | Buy range | in the full report |
| Our overall score (out of 100) | Best in this row: 83 | 79 |
| Our value score | Best in this row: 77 | 46 |
| Our growth score | Best in this row: 100 | 98 |
| Our quality score | Best in this row: 93 | 85 |
| Our price trend score | 57 | Best in this row: 73 |
| Earnings and analysts | ||
| Next earnings | Nov 17AMCin 2 days | – |
| Analyst consensus | Buy | Buy |
| To average analyst target | Best in this row: +98.1% | +41.4% |
| Average analyst target | $322.50 | $563.75 |
| Analysts rating it a buy | 95% | 95% |
| Buy ratings added, 3 months | +2 | +2 |
| Analysts covering | 33 | 9 |
Too close to call
No clear pick between these two
NVDASales growth +83.4% vs +36.2%
NVDA +83.4%, TSM +36.2%.NVDAForward P/E per point of sales growth 0.19 vs 0.54
NVDA 0.19, TSM 0.54.TSMOur call: Buy more vs Keep
NVDA Keep, TSM Buy more.TSM1-year return +42.8% vs −12.6%, S&P 500 +13.5%
NVDA −12.6%, TSM +42.8%.Cover this stock to see the full report
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Prices as of Friday, 3:59 PM ET. A view, not advice.