COMPARE · Data as of August 21, 2026
NVDA vs TSM
Verdict: Side-by-side breakdown using the Bull Rankings model. NVDA scored 85.9, TSM scored 69.7 — NVDA leads.
Compare another set
NVDA
NVIDIA Corporation
85.9
$214.72 · $5.2T
fundamentals as of
Score gap
16.2
NVDA leads
TSM
Taiwan Semiconductor Manufacturing Company Limited
69.7
$418.95 · $2.2T
At a glance · who leads each dimension, on the model's own rules
- CheapestTSM31.2x
- Fastest growthNVDA+70.7%
- Strongest balance sheetNVDA0.07
- Highest qualityTSM90 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
NVDA
stronger →← stronger
TSM
88
Qualityreturns · margins · balance sheet
90
99
Growthrevenue & earnings expansion
94
73
Valuevaluation vs sector peers
55
NVDA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NVDA
TSM
$119.1bA
FCF
$35.7bA
+70.7%A
Rev
+33.9%A
0.07B+
D/E
0.17B+
32.9xB
P/E
31.2xB
0.60A-
PEG
0.98B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
NVDA
TSM
224% above
Price vs fair valuelower is cheaper
213% above
~50%/yr
Growth the price implies10-yr FCF · lower = less priced in
~46%/yr
-76%
1-yr DCF upside
-76%
-69%
5-yr DCF upside
-68%
-56%
10-yr DCF upside
-53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NVDA
Why this score
- Raising its dividend
- Durable high returns
TSM
Why this score
- Raising its dividend
- Durable high returns
- Foreign reporter (TWD)
The companies
NVDANVIDIA Corporation
Why now
Semiconductors · market cap $5.2T. 9% off the 52-week high of $236.54. Revenue growing +71% — in hypergrowth territory. PEG 0.60 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $304.12 (implying +42% upside).
Moat
Net margin 63% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $5.2T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 20.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
TSMTaiwan Semiconductor Manufacturing Company Limited
Why now
Semiconductors · market cap $2.2T. 13% off the 52-week high of $479.00. Revenue growing +34% — in hypergrowth territory. PEG 0.98 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $554.45 (implying +32% upside).
Moat
Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $2.2T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 15.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where NVDA and TSM diverge
On the headline score the gap is 16.2 points in favor of NVDA. The widest single difference is Value, where NVDA leads by 17.9 points.
- ValueNVDA 72.6 · TSM 54.7NVDA +17.9
- GrowthNVDA 99.5 · TSM 93.9NVDA +5.6
- QualityNVDA 87.8 · TSM 90.3level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.