Nvidia vs TSMC: financial comparison

Compare Nvidia 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.

NVDA

Nvidia

NVDA

224.87 USD

See the Nvidia breakdown →
TSM

TSMC

TSM

446.00 TWD

See the TSMC breakdown →

Nvidia vs TSMC: key metrics

NvidiaUSDTSMCTWD
Valuation
Market cap5.43 T USD2.31 T TWD
P/E (TTM)28.4333.23
Forward P/E14.3420.34
Price / Sales17.920.52
EV / EBITDA27.295.16
Price / Book23.7191.27
Margins & growth
Profit margin+63.66%+49.92%
Operating margin+66.24%+60.34%
Quarterly revenue (YoY)—+36.05%
Quarterly earnings (YoY)—+77.41%
Cash flow
FCF yield+0.77%+31.59%
Stock-based compensation—683.48 M TWD
Balance
Cash62.47 B USD3.52 T TWD
Debt38.86 B USD1.07 T TWD
Net position23.61 B USD2.45 T TWD
Dividend
Dividend yield+0.44%+0.9%
Payout ratio+3.54%+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

Nvidia1018TSMC386
05001,00020212026

P/E (TTM)

Nvidia28.4×TSMC32.9×
05010015020212026

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 · Nvidia

ReportedEstimate
050B100BQ4 25: 57.01 B USDQ4 25Q1 26: 68.13 B USDQ1 26Q2 26: 81.62 B USDQ2 26Q3 26: 96.22 B USDQ3 26Q4 26 · Estimate: 109.01 B USD (104.94 B USD – 116.25 B USD)Q4 26Q1 27 · Estimate: 124.37 B USD (117.29 B USD – 138.49 B USD)Q1 27USD

Consensus of 44 analysts for Q4 26 · +91.23% 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 · Nvidia

ReportedEstimate
0123Q4 25: 1.30 · expected 1.26 (+3.46%)Q4 25Q1 26: 1.62 · expected 1.54 (+5.32%)Q1 26Q2 26: 1.87 · expected 1.77 (+5.54%)Q2 26Q3 26: 2.22 · expected 2.09 (+6.16%)Q3 26Q4 26 · Estimate: 2.47 (2.34 – 2.70)Q4 26Q1 27 · Estimate: 2.74 (2.56 – 3.12)Q1 27

Consensus of 43 analysts for Q4 26 · +90.27% 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

NvidiaTSMC
025B50B75BQ4 22 · Nvidia: 5.93 B USDQ4 22Q1 23 · Nvidia: 6.05 B USDQ2 23 · Nvidia: 7.19 B USDQ3 23 · Nvidia: 13.51 B USDQ3 23Q4 23 · Nvidia: 18.12 B USDQ1 24 · Nvidia: 22.10 B USDQ2 24 · Nvidia: 26.04 B USDQ2 24Q3 24 · Nvidia: 30.04 B USDQ4 24 · Nvidia: 35.08 B USDQ1 25 · Nvidia: 39.33 B USDQ1 25Q2 25 · TSMC: 29.38 B USDQ3 25 · Nvidia: 46.74 B USDQ3 25 · TSMC: 31.14 B USDQ4 25 · Nvidia: 57.01 B USDQ4 25 · TSMC: 32.91 B USDQ4 25Q1 26 · Nvidia: 68.13 B USDQ1 26 · TSMC: 35.68 B USDQ2 26 · Nvidia: 81.62 B USDQ2 26 · TSMC: 39.97 B USDQ3 26 · Nvidia: 96.22 B USDQ3 26USD

Net income

NvidiaTSMC
020B40BQ4 22 · Nvidia: 680.00 M USDQ4 22Q1 23 · Nvidia: 1.41 B USDQ2 23 · Nvidia: 2.04 B USDQ3 23 · Nvidia: 6.19 B USDQ3 23Q4 23 · Nvidia: 9.24 B USDQ1 24 · Nvidia: 12.29 B USDQ2 24 · Nvidia: 14.88 B USDQ2 24Q3 24 · Nvidia: 16.60 B USDQ4 24 · Nvidia: 19.31 B USDQ1 25 · Nvidia: 22.09 B USDQ1 25Q2 25 · TSMC: 12.53 B USDQ3 25 · Nvidia: 26.42 B USDQ3 25 · TSMC: 14.23 B USDQ4 25 · Nvidia: 31.91 B USDQ4 25 · TSMC: 15.27 B USDQ4 25Q1 26 · Nvidia: 42.96 B USDQ1 26 · TSMC: 18.01 B USDQ2 26 · Nvidia: 58.32 B USDQ2 26 · TSMC: 22.23 B USDQ3 26 · Nvidia: 59.69 B USDQ3 26USD

Free cash flow

NvidiaTSMC
020B40BQ3 18 · Nvidia: 784.00 M USDQ3 18Q4 18 · Nvidia: 337.00 M USDQ2 19 · Nvidia: 592.00 M USDQ3 19 · Nvidia: 823.00 M USDQ3 19Q4 19 · Nvidia: 1.54 B USDQ2 20 · Nvidia: 754.00 M USDQ3 20 · Nvidia: 1.35 B USDQ3 20Q2 21 · Nvidia: 1.58 B USDQ2 23 · Nvidia: 2.66 B USDQ2 24 · Nvidia: 14.98 B USDQ2 24Q2 25 · TSMC: 6.29 B USDQ3 25 · Nvidia: 13.47 B USDQ3 25 · TSMC: 4.35 B USDQ4 25 · Nvidia: 22.12 B USDQ4 25 · TSMC: 11.45 B USDQ4 25Q1 26 · Nvidia: 34.90 B USDQ1 26 · TSMC: 10.93 B USDQ2 26 · Nvidia: 48.59 B USDQ2 26 · TSMC: 8.65 B USDQ3 26 · Nvidia: 21.40 B USDQ3 26USD

EPS

NvidiaTSMC
024Q4 22 · Nvidia: 0.27Q4 22Q1 23 · Nvidia: -1.00Q2 23 · Nvidia: 0.82Q3 23 · Nvidia: 0.25Q3 23Q4 23 · Nvidia: 0.37Q1 24 · Nvidia: -0.25Q2 24 · Nvidia: 0.60Q2 24Q3 24 · Nvidia: 0.67Q4 24 · Nvidia: 0.78Q1 25 · Nvidia: 0.89Q1 25Q2 25 · TSMC: 2.42Q3 25 · Nvidia: 1.08Q3 25 · TSMC: 2.74Q4 25 · Nvidia: 1.30Q4 25 · TSMC: 3.07Q4 25Q1 26 · Nvidia: 1.76Q1 26 · TSMC: 3.47Q2 26 · Nvidia: 2.39Q2 26 · TSMC: 4.29Q3 26 · Nvidia: 2.46Q3 26

EBITDA

NvidiaTSMC
020B40B60BQ4 22 · Nvidia: 1.01 B USDQ4 22Q1 23 · Nvidia: 1.68 B USDQ2 23 · Nvidia: 2.52 B USDQ3 23 · Nvidia: 7.17 B USDQ3 23Q4 23 · Nvidia: 10.79 B USDQ1 24 · Nvidia: 14.00 B USDQ2 24 · Nvidia: 17.32 B USDQ2 24Q3 24 · Nvidia: 19.08 B USDQ4 24 · Nvidia: 22.35 B USDQ1 25 · Nvidia: 24.58 B USDQ1 25Q2 25 · TSMC: 21.54 B USDQ3 25 · Nvidia: 31.94 B USDQ3 25 · TSMC: 21.74 B USDQ4 25 · Nvidia: 38.75 B USDQ4 25 · TSMC: 23.83 B USDQ4 25Q1 26 · Nvidia: 51.28 B USDQ1 26 · TSMC: 26.93 B USDQ2 26 · Nvidia: 71.00 B USDQ2 26 · TSMC: 33.48 B USDQ3 26 · Nvidia: 72.86 B USDQ3 26USD

TSMC's figures were converted from TWD to USD at the current rate (0.03146) so both fit one axis.

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

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