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 NVIDIATSM Taiwan Semiconductor Manufacturing
Price$186.64$375.44
Market caplarger company$4.9T✓$2.1T
P/E ratiocheaper per $1 of earnings23.6✓35.7
ATLAS odds it rises (next month)model's probability of closing higher in ~21 sessions48%48%
Vs ATLAS fair valuebigger discount to fair value19% above fair value✓89% above fair value
Dividend yieldpays more income0.28%0.91%✓
Revenue growth (YoY)growing faster+65.5%+4,057.0%✓
Net marginmore profitable55.6%✓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.

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ATLAS is educational information, not investment advice. Figures update roughly every few hours.