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NVDA vs TSM

NVIDIA Corporation Common Stock vs Taiwan Semiconductor Manufacturing Company Ltd.. Side-by-side ACCE scores, valuation, profitability, and growth.

NVDA
NVIDIA Corporation Common Stock
Technology
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Technology
Price
198.45
397.67
Market cap
4.82T
2.06T
ACCE scores
Composite score
Out of 100
72
93
Growth
100
100
Value
35
74
Quality
82
100
Momentum
70
97
Valuation
Trailing P/E
40.50
34.13
Forward P/E
17.66
20.61
EV / EBITDA
35.81
2.80
Dividend yield
2.0%
88.0%
Profitability
ROE
1.0%
36.2%
Net margin
55.6%
46.5%
Debt / equity
7.25
17.13
Free cash flow
58.13B
721.56B
Growth
Revenue growth (YoY)
73.2%
35.1%
Earnings growth (YoY)
95.6%
58.4%
Analyst target
269.17
463.45
ACCE verdict

$TSM Takes the Crown

$TSM emerges as the clear winner with a superior ACCE composite score of 93 versus $NVDA's 72. The Taiwanese chipmaker dominates across multiple dimensions, earning perfect 100s in growth, quality, and a stellar 97 in momentum.

Valuation tells the story: $TSM trades at a reasonable 34.13 PE with an extraordinarily low 2.78 EV/EBITDA, making $NVDA's 36.02 EV/EBITDA look expensive despite its lower 40.50 PE. $TSM sweetens the deal with a 4.3% dividend yield while $NVDA pays nothing.

Profitability reveals fundamental strength: $TSM's 36.2% ROE crushes $NVDA's anemic 1.0%, though $NVDA counters with a superior 55.6% net margin versus 46.5%. However, $TSM's higher debt-to-equity ratio of 17.13 versus 7.25 raises some concern.

Growth favors $NVDA with explosive 73.2% revenue growth and 95.6% earnings growth, outpacing $TSM's solid but slower 35.1% and 58.4% respectively.

Despite $NVDA's growth edge, $TSM's combination of reasonable valuation, exceptional profitability, and dividend income makes it the smarter pick.

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