NVIDIA vs Taiwan Semiconductor Manufacturing (NVDA vs TSM)
NVIDIA (NVDA) trades at $186.64 and Taiwan Semiconductor Manufacturing (TSM) at $375.44. NVIDIA is the larger company ($4.9T vs $2.1T). ATLAS gives both a 48% chance of closing higher over the next month. Against ATLAS fair value, NVIDIA is 19% above fair value and Taiwan Semiconductor Manufacturing is 89% above fair value.
Updated Nov 6, 2026. Educational information, not investment advice.
A side-by-side comparison of NVIDIA (NVDA) and Taiwan Semiconductor Manufacturing (TSM) — valuation, dividend, growth and the ATLAS model's odds for each. Figures are the same ATLAS shows on each stock's page.
| NVDA NVIDIA | TSM Taiwan Semiconductor Manufacturing | |
|---|---|---|
| Price | $186.64 | $375.44 |
| Market caplarger company | $4.9T✓ | $2.1T |
| P/E ratiocheaper per $1 of earnings | 23.6✓ | 35.7 |
| ATLAS odds it rises (next month)model's probability of closing higher in ~21 sessions | 48% | 48% |
| Vs ATLAS fair valuebigger discount to fair value | 19% above fair value✓ | 89% above fair value |
| Dividend yieldpays more income | 0.28% | 0.91%✓ |
| Revenue growth (YoY)growing faster | +65.5% | +4,057.0%✓ |
| Net marginmore profitable | 55.6%✓ | 44.5% |
| 1-year returnstronger past year | -0.8% | +31.0%✓ |
A ✓ marks the stronger value on that single metric — it is not a recommendation. Prices are in each company’s listing currency; market cap is in USD.
NVDA vs TSM — common questions
Is NVIDIA or Taiwan Semiconductor Manufacturing cheaper?
On earnings, NVIDIA is cheaper: a P/E of 23.6 versus 35.7. Against ATLAS fair value, NVIDIA is 19% above fair value and Taiwan Semiconductor Manufacturing is 89% above fair value.
Does NVIDIA or Taiwan Semiconductor Manufacturing have higher upside according to ATLAS?
ATLAS gives both about a 48% chance of closing higher over the next month — effectively a coin flip between them.
Which pays a bigger dividend, NVIDIA or Taiwan Semiconductor Manufacturing?
Taiwan Semiconductor Manufacturing has the higher dividend yield: 0.91% versus 0.28%.
Is NVIDIA bigger than Taiwan Semiconductor Manufacturing?
Yes — NVIDIA is the larger company by market value: $4.9T versus $2.1T.
Which is growing faster, NVIDIA or Taiwan Semiconductor Manufacturing?
Taiwan Semiconductor Manufacturing grew revenue faster over the last year: +4,057.0% versus +65.5% year over year.
Follow both on ATLAS — probability, fair value and earnings for NVDA, TSM and 50,000+ more.
Open ATLAS free →ATLAS is educational information, not investment advice. Figures update roughly every few hours.