Nvidia vs TSMC (NVDA vs TSM)
Nvidia (NVDA) vs TSMC (TSM) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
Nvidia (NVDA) and TSMC (TSM) compete in semiconductors. Here are Nvidia and TSMC side by side with their real figures as of November 4, 2026: what sets them apart, which fits each kind of investor and the most common questions, without telling you whether to buy Nvidia or TSMC.
Nvidia vs TSMC: the figures
| Figure | Nvidia | TSMC |
|---|---|---|
| Share price | $200.13 (November 4, 2026) | $395.75 (November 4, 2026) |
| Market cap | $4.83 trillion | $2.05 trillion |
| P/E (TTM) | 25.3x | 25.6x |
| Forward P/E | 12.6x | 16.9x |
| Revenue growth (quarter) | +105.9% | +50.9% |
| Net margin (TTM) | 63.7% | 51.1% |
| Net debt / EBITDA | Net cash | Net cash |
| Dividend yield | 0.48% | 0.93% |
| Beta | 2.25 | 1.23 |
Nvidia and TSMC figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that Nvidia or TSMC figure is not available, and we never estimate it.
3 key differences between Nvidia and TSMC
- Growth: Nvidia grew sales +105.9% year on year in its latest quarter, against +50.9% for TSMC.
- Profitability: for every 100 of sales, Nvidia keeps 63.7 as net profit and TSMC keeps 51.1.
- Volatility: Nvidia stock moves more (beta 2.25) than TSMC (beta 1.23); the higher the beta, the more it amplifies market swings.
Nvidia or TSMC: which fits your profile
- If you want growth: Nvidia is growing faster today, so it fits better with investors who put business growth first, usually accepting a higher P/E and a bumpier ride.
- If you want income (dividends): TSMC pays the higher dividend relative to its price.
- If you prefer caution: TSMC has less debt relative to its profit, which usually gives more room in a bad year.
- If price is what matters most to you: Nvidia trades on the lower P/E; check first whether that is an opportunity or a sign of a business that grows less.
Neither Nvidia nor TSMC wins on everything, and owning both is also an option: spreading money across several companies or an index fund reduces what rides on each one.
How Nvidia and TSMC make money
Nvidia (NVDA)
Nvidia designs chips and relies on partners like TSMC to manufacture them. Data Center is by far its largest revenue source, selling AI accelerators such as Blackwell and networking gear to cloud providers and enterprises. The rest comes from Gaming with GeForce graphics cards, Professional Visualization and Automotive. Full Nvidia analysis.
TSMC (TSM)
Taiwan Semiconductor Manufacturing makes chips designed by other companies, including Apple, Nvidia, AMD, Qualcomm and Broadcom, rather than selling its own branded chips. It reports sales by platform: high-performance computing, the largest, covering AI and data center chips, followed by smartphones, the internet of things and automotive. Its ADRs trade in New York. Full TSMC analysis.
Frequently asked questions: Nvidia vs TSMC
Is Nvidia or TSMC the better stock?
Choosing between Nvidia and TSMC depends on what you are looking for. Nvidia is growing faster right now, and Nvidia trades on the lower P/E. Fintols does not tell you whether to buy Nvidia or TSMC: it shows you the differences so you can decide.
Which pays a higher dividend, Nvidia or TSMC?
As of November 4, 2026, TSMC yields 0.93% and Nvidia yields 0.48%. Also check how much of their profit Nvidia and TSMC pay out: if it is more than they earn, it cannot last.
Which is more expensive, Nvidia or TSMC?
On P/E, TSMC (25.6x) is more expensive than Nvidia (25.3x) as of November 4, 2026. A higher P/E can be justified if earnings grow faster, so compare it with each company's growth in the table.
Can I own both Nvidia and TSMC?
Yes. Many people spread their money across several companies, such as Nvidia and TSMC, or use index funds so they do not depend on just one. If you are starting out, decide how much you want to invest and for how long before buying Nvidia or TSMC.
More comparisons with Nvidia or TSMC
More companies like Nvidia and TSMC: semiconductors stocks. Educational content about Nvidia and TSMC, not investment advice.