NVIDIA vs Taiwan Semiconductor Manufacturing Co
NVIDIA is the larger business, with $215.94bn of revenue in fiscal 2026 against $122.43bn for Taiwan Semiconductor Manufacturing Co (1.8 times as much). NVIDIA grew faster (65.5% against 35.8%). NVIDIA kept more of each dollar of sales as profit: a net margin of 55.6% against 44.6%. NVIDIA carries less debt relative to equity (5.4% against 21.8%).
| Latest fiscal year | NVIDIANVDA, 2026 | Taiwan Semiconductor Manufacturing CoTSM, 2025 |
|---|---|---|
| Revenue | $215.94bn | $122.43bn |
| Revenue growth | 65.5% | 35.8% |
| Net income | $120.07bn | $54.56bn |
| Operating margin | 60.4% | 50.8% |
| Net margin | 55.6% | 44.6% |
| Return on equity | 101.5% | 36.4% |
| Free cash flow | $96.68bn | $32.22bn |
| Cash | $10.61bn | $88.23bn |
| Total debt | $8.47bn | $37.26bn |
| Debt to equity | 5.4% | 21.8% |
| Dividend per share | $0.04 | — |
| Dividend yield | 0.1% | 0.7% |
| Share buybacks | $40.09bn | $0 |
| Employees | 42,000 | — |
| Market value | $5.03tn | $2.10tn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 90 (Strong) | — |
| Insider trades, 12 months | 0 buys, 187 sales | 249 buys, 2 sales |