ADI vs. TSM: Analog Devices vs. Taiwan Semiconductor Mfg Stock Comparison

Company Profile

Analog Devices (ADI) and Taiwan Semiconductor Mfg (TSM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.

Analog Devices (ADI) trades as ordinary local shares, while Taiwan Semiconductor Mfg (TSM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Taiwan Semiconductor Mfg (TSM) at 41.86% sits in the top ROE quartile, while Analog Devices (ADI) at 12.23% is closer to the peer norm — stronger capital efficiency for TSM.

For every dollar of sales, both Analog Devices (ADI) at 29.79% and Taiwan Semiconductor Mfg (TSM) at 51.12% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

Both Analog Devices (ADI) at 39.50% and Taiwan Semiconductor Mfg (TSM) at 58.66% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

Taiwan Semiconductor Mfg (TSM) at 31.61% sits in the top revenue growth quartile, while Analog Devices (ADI) at 16.89% is closer to the peer norm — faster top-line expansion for TSM.

Both Analog Devices (ADI) at 39.02% and Taiwan Semiconductor Mfg (TSM) at 46.41% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

Taiwan Semiconductor Mfg (TSM) at 2.51 keeps current ratio within its industry’s typical mid-range, while Analog Devices (ADI) at 1.25 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ADI.

Both Analog Devices (ADI) at 0.27 and Taiwan Semiconductor Mfg (TSM) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

Analog Devices (ADI) at 1.19% earns its spot in the top quartile of its industry’s yields; Taiwan Semiconductor Mfg (TSM) at 1.70% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

Both Analog Devices (ADI) at 49.64% and Taiwan Semiconductor Mfg (TSM) at 24.46% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

Dividend Metrics

Valuation

Both Analog Devices (ADI) at 43.18 and Taiwan Semiconductor Mfg (TSM) at 24.33 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Taiwan Semiconductor Mfg (TSM) at 0.39 looks cheap on sales in the lower P/S ratio quartile, while Analog Devices (ADI) at 12.69 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Analog Devices (ADI) at 5.25 sits near its industry’s typical P/B ratio, while Taiwan Semiconductor Mfg (TSM) at 71.65 prices above its benchmark range — TSM looks rich relative to book.

Valuation Metrics