NVDA vs TSM
NVIDIA Corporation Common Stock vs Taiwan Semiconductor Manufacturing Company Ltd.. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$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.