ASML vs TSMC: financial comparison

Compare ASML and TSMC side by side: valuation, margins, growth, cash and dividends, with the quarterly history of both. Yahoo Finance data, free and no sign-up.

ASML

ASML

ASML

1.73 K EUR

See the ASML breakdown →
TSM

TSMC

TSM

446.00 TWD

See the TSMC breakdown →

ASML vs TSMC: key metrics

ASMLEURTSMCTWD
Valuation
Market cap663.38 B EUR2.31 T TWD
P/E (TTM)59.1733.23
Forward P/E29.1320.34
Price / Sales18.770.52
EV / EBITDA2764.795.16
Price / Book1472.9691.27
Margins & growth
Profit margin+30.11%+49.92%
Operating margin+37.06%+60.34%
Quarterly revenue (YoY)+21.25%+36.05%
Quarterly earnings (YoY)+27.39%+77.41%
Cash flow
FCF yield+1.27%+31.59%
Stock-based compensation—683.48 M TWD
Balance
Cash7.58 B EUR3.52 T TWD
Debt1.98 B EUR1.07 T TWD
Net position5.60 B EUR2.45 T TWD
Dividend
Dividend yield+0.52%+0.9%
Payout ratio+29.72%+25.74%

Each column shows figures in that company's reporting currency (shown in the header); they are not converted. Ratios and percentages are currency-independent.

Price, rebased to 100

ASML199TSMC386
20040020212026

P/E (TTM)

ASML55.0×TSMC32.9×
25507520212026

Both curves start at 100 on the same day, so this compares returns rather than prices. Each week's P/E is the price divided by the earnings per share already reported by that date; loss-making weeks are not drawn.

What analysts expect

Consensus revenue and earnings per share for the periods not yet reported.

Revenue forecast · ASML

ReportedEstimate
05B10B15BQ3 25: 7.52 B EURQ3 25Q4 25: 9.72 B EURQ4 25Q1 26: 8.77 B EURQ1 26Q2 26: 9.33 B EURQ2 26Q3 26 · Estimate: 11.66 B EUR (10.52 B EUR – 12.10 B EUR)Q3 26Q4 26 · Estimate: 14.00 B EUR (11.87 B EUR – 15.09 B EUR)Q4 26EUR

Consensus of 17 analysts for Q3 26 · +55.13% year on year

Revenue forecast · TSMC

ReportedEstimate
0500B1T2TQ3 25: 989.92 B TWDQ3 25Q4 25: 1.05 T TWDQ4 25Q1 26: 1.13 T TWDQ1 26Q2 26: 1.27 T TWDQ2 26Q3 26 · Estimate: 1.45 T TWD (1.42 T TWD – 1.48 T TWD)Q3 26Q4 26 · Estimate: 1.61 T TWD (1.55 T TWD – 1.69 T TWD)Q4 26TWD

Consensus of 26 analysts for Q3 26 · +46.98% year on year

EPS forecast · ASML

ReportedEstimate
051015Q3 25: 5.49 · expected 5.37 (+2.14%)Q3 25Q4 25: 7.34 · expected 7.55 (-2.72%)Q4 25Q1 26: 7.15 · expected 6.62 (+7.99%)Q1 26Q2 26: 7.58 · expected 6.95 (+9.09%)Q2 26Q3 26 · Estimate: 12.13 (9.92 – 13.18)Q3 26Q4 26 · Estimate: 15.07 (11.05 – 16.89)Q4 26

Consensus of 14 analysts for Q3 26 · +92.76% year on year · adjusted earnings

EPS forecast · TSMC

ReportedEstimate
024Q3 25: 2.92 · expected 2.63 (+11.23%)Q3 25Q4 25: 3.14 · expected 2.98 (+5.53%)Q4 25Q1 26: 3.49 · expected 3.33 (+4.68%)Q1 26Q2 26: 4.31 · expected 3.89 (+10.89%)Q2 26Q3 26 · Estimate: 4.46 (4.26 – 4.72)Q3 26Q4 26 · Estimate: 4.97 (4.76 – 5.29)Q4 26

Consensus of 9 analysts for Q3 26 · +52.79% year on year · adjusted earnings

Analyst consensus from Yahoo Finance. The dashed bar is the average and the whisker runs from the lowest analyst to the highest. On periods already reported, the green or red line marks what had been expected: below the bar means the company beat it. EPS is measured on an adjusted basis, which is what analysts forecast against and is not the accounting profit in the statements.

Compared over time

Revenue

ASMLTSMC
010B20B30BQ2 25 · ASML: 7.69 B EURQ2 25 · TSMC: 25.74 B EURQ2 25Q3 25 · ASML: 7.52 B EURQ3 25 · TSMC: 27.28 B EURQ3 25Q4 25 · ASML: 9.72 B EURQ4 25 · TSMC: 28.83 B EURQ4 25Q1 26 · ASML: 8.77 B EURQ1 26 · TSMC: 31.26 B EURQ1 26Q2 26 · ASML: 9.33 B EURQ2 26 · TSMC: 35.01 B EURQ2 26EUR

Net income

ASMLTSMC
05B10B15BQ2 25 · ASML: 2.29 B EURQ2 25 · TSMC: 10.98 B EURQ2 25Q3 25 · ASML: 2.12 B EURQ3 25 · TSMC: 12.47 B EURQ3 25Q4 25 · ASML: 2.84 B EURQ4 25 · TSMC: 13.38 B EURQ4 25Q1 26 · ASML: 2.76 B EURQ1 26 · TSMC: 15.78 B EURQ1 26Q2 26 · ASML: 2.92 B EURQ2 26 · TSMC: 19.47 B EURQ2 26EUR

Free cash flow

ASMLTSMC
05B10BQ1 25 · ASML: -475.10 M EURQ1 25Q2 25 · ASML: 318.80 M EURQ2 25 · TSMC: 5.51 B EURQ2 25Q3 25 · ASML: 243.70 M EURQ3 25 · TSMC: 3.81 B EURQ3 25Q4 25 · ASML: 10.94 B EURQ4 25 · TSMC: 10.03 B EURQ4 25Q1 26 · ASML: -2.61 B EURQ1 26 · TSMC: 9.57 B EURQ1 26Q2 26 · TSMC: 7.58 B EURQ2 26EUR

EPS

ASMLTSMC
0246Q2 25 · ASML: 5.90Q2 25 · TSMC: 2.12Q2 25Q3 25 · ASML: 5.48Q3 25 · TSMC: 2.40Q3 25Q4 25 · ASML: 7.34Q4 25 · TSMC: 2.69Q4 25Q1 26 · ASML: 7.15Q1 26 · TSMC: 3.04Q1 26Q2 26 · ASML: 7.58Q2 26 · TSMC: 3.76Q2 26

EBITDA

ASMLTSMC
010B20BQ2 25 · ASML: 2.92 B EURQ2 25 · TSMC: 18.87 B EURQ2 25Q3 25 · ASML: 2.74 B EURQ3 25 · TSMC: 19.05 B EURQ3 25Q4 25 · ASML: 3.69 B EURQ4 25 · TSMC: 20.88 B EURQ4 25Q1 26 · ASML: 3.16 B EURQ1 26 · TSMC: 23.59 B EURQ1 26Q2 26 · ASML: 3.46 B EURQ2 26 · TSMC: 29.33 B EURQ2 26EUR

TSMC's figures were converted from TWD to EUR at the current rate (0.02756) so both fit one axis.

Source: Yahoo Finance. Quarterly history grows automatically over time as new quarters are published.

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