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NVDA vs TSM

NVIDIA Corporation Common Stock vs Taiwan Semiconductor Manufacturing Company Ltd.. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

Puntuaciones ACCE
NVDA
TSM
Puntuación compuesta
Sobre 100
82
91
Crecimiento
100
100
Valor
36
66
Calidad
100
100
Momentum
90
97
Valoración
NVDA
TSM
Precio
222,27
434,67
Capitalización
5,37 B
2,25 B
PER actual
28,10
32,46
PER estimado
24,51
20,70
VE / EBITDA
22,84
18,19
Rentabilidad por dividendo
0,1 %
0,9 %
Rentabilidad
NVDA
TSM
ROE
1,2 %
40,0 %
Margen neto
63,7 %
49,9 %
Deuda / patrimonio
0,05
0,19
Flujo de caja libre
96.676 M
1,10 B
Crecimiento
NVDA
TSM
Crecimiento de ingresos (interanual)
1,1 %
36,0 %
Crecimiento de beneficios (interanual)
1,3 %
77,4 %
Precio objetivo de analistas
327,70
552,26
Veredicto ACCE

$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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