AMZN vs. TSM: Amazon.com vs. Taiwan Semiconductor Mfg Stock Comparison

October 26, 2026

How do Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Amazon.com (AMZN) is classified in the Consumer Discretionary sector (Consumer Discretionary Distribution & Retail), whereas Taiwan Semiconductor Mfg (TSM) belongs to Information Technology (Semiconductors & Semiconductor Equipment) — their GICS classifications point to very different parts of the market.

Amazon.com (AMZN) 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.

Company profile comparison for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Profile Item	AMZN	TSM
Name	Amazon.com Inc.	Taiwan Semiconductor Manufacturing Company Ltd. ADR
Country/Region	United States	Taiwan
GICS Sector	Consumer Discretionary	Information Technology
GICS Industry Group	Consumer Discretionary Distribution & Retail	Semiconductors & Semiconductor Equipment
GICS Industry	Broadline Retail	Semiconductors & Semiconductor Equipment
GICS Sub-Industry	Broadline Retail	Semiconductors
Market Capitalization	2,675.01 billion USD	2,170.59 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 15, 1997	October 9, 1997
Security Type	Common Stock	ADR

Price Performance

Cumulative Growth

AMZN

TSM

GSPC

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…

Trailing total returns for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

Calendar-year total returns for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
Total Return (1Y)	12.17%	45.48%
Total Return (3Y, Annualized)	25.14%	68.46%
Total Return (5Y, Annualized)	8.26%	31.75%

Risk Profile

Drawdown History

AMZN

TSM

GSPC

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…

Distribution of monthly total returns for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
Volatility (1Y, Annualized)	34.77%	39.14%
Beta (5Y)	1.49	1.43
Max Drawdown (5Y)	-55.73%	-56.47%
Avg. Volume (3M)	39.04M	11.02M

Risk-Adjusted Performance

Risk-Return Positioning

AMZN and TSM are plotted by 1-year volatility (risk) and 1-year return. Each dashed Capital Allocation Line uses that stock's own industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
Sharpe Ratio (1Y)	0.22	1.05
Sortino Ratio (1Y)	0.37	1.58

Profitability

ROE (TTM)

Both Amazon.com (AMZN) at 30.56% and Taiwan Semiconductor Mfg (TSM) at 41.86% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

AMZN

Consumer Discretionary Distribution & Retail industry group

30.56%

Max: 62.17%
AMZN: 30.56%
Q3: 30.47%
Median: 14.86%
Q1: 6.52%
Min: -20.00%

TSM

Semiconductors & Semiconductor Equipment industry group

41.86%

Max: 44.25%
TSM: 41.86%
Q3: 21.16%
Median: 9.12%
Q1: -2.07%
Min: -16.89%

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their ROE against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Net Margin (TTM)

For every dollar of sales, both Amazon.com (AMZN) at 17.44% 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.

AMZN

Consumer Discretionary Distribution & Retail industry group

17.44%

Max: 18.57%
AMZN: 17.44%
Q3: 8.30%
Median: 3.37%
Q1: 1.06%
Min: -9.41%

TSM

Semiconductors & Semiconductor Equipment industry group

51.12%

Max: 58.15%
TSM: 51.12%
Q3: 24.02%
Median: 10.09%
Q1: 0.00%
Min: -34.50%

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their net margin against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Operating Margin (TTM)

Taiwan Semiconductor Mfg (TSM) at 58.66% shows unusually strong operating efficiency — above its industry’s operating margin range — and Amazon.com (AMZN) at 13.69% also operates in the top quartile.

AMZN

Consumer Discretionary Distribution & Retail industry group

13.69%

Max: 21.57%
AMZN: 13.69%
Q3: 11.49%
Median: 6.15%
Q1: 2.69%
Min: -6.28%

TSM

Semiconductors & Semiconductor Equipment industry group

58.66%

TSM: 58.66%
Max: 54.31%
Q3: 23.80%
Median: 15.10%
Q1: 3.21%
Min: -27.51%

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their operating margin against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Profitability Metrics

Profitability metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
ROE (TTM)	30.56%	41.86%
ROA (TTM)	6.59%	20.58%
Net Margin (TTM)	17.44%	51.12%
Operating Margin (TTM)	13.69%	58.66%
Gross Margin (TTM)	50.77%	65.85%

Growth

Revenue Growth

Both Amazon.com (AMZN) at 12.38% and Taiwan Semiconductor Mfg (TSM) at 31.61% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Amazon.com (AMZN) at 29.66% and Taiwan Semiconductor Mfg (TSM) at 44.69% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
Revenue Growth (YoY)	12.38%	31.61%
Revenue Growth (3Y CAGR)	11.73%	18.94%
EPS Growth (YoY)	29.66%	44.69%
EPS Growth (3Y CAGR)	--	18.65%

Financial Strength

Current Ratio (MRQ)

Both Amazon.com (AMZN) at 1.03 and Taiwan Semiconductor Mfg (TSM) at 2.51 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

AMZN

Consumer Discretionary Distribution & Retail industry group

1.03

Max: 2.62
Q3: 1.79
Median: 1.36
AMZN: 1.03
Q1: 1.02
Min: 0.49

TSM

Semiconductors & Semiconductor Equipment industry group

2.51

Max: 9.75
Q3: 5.37
Median: 3.30
TSM: 2.51
Q1: 2.25
Min: 1.03

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their current ratio against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Debt / Equity (MRQ)

Amazon.com (AMZN) at 0.46 keeps leverage in the lower industry quartile, while Taiwan Semiconductor Mfg (TSM) at 0.12 runs a more typical debt-to-equity mix.

AMZN

Consumer Discretionary Distribution & Retail industry group

0.46

Max: 3.93
Q3: 2.05
Median: 1.25
Q1: 0.71
AMZN: 0.46
Min: 0.01

TSM

Semiconductors & Semiconductor Equipment industry group

0.12

Max: 1.44
Q3: 0.65
Median: 0.18
TSM: 0.12
Q1: 0.04
Min: 0.00

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their debt-to-equity ratio against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Financial Strength Metrics

Financial strength metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
Current Ratio (MRQ)	1.03	2.51
Debt / Equity (MRQ)	0.46	0.12
Net Debt / EBITDA	0.76	-0.89

Dividends

Dividend Yield (TTM)

Amazon.com (AMZN) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Taiwan Semiconductor Mfg (TSM) reports a yield of 1.46%, ranking against industry peers normally.

AMZN

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 5.34%
Q3: 2.62%
AMZN: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

TSM

Semiconductors & Semiconductor Equipment industry group

1.46%

TSM: 1.46%
Max: 1.12%
Q3: 0.48%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their dividend yield against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Dividend Payout Ratio (TTM)

Amazon.com (AMZN) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Taiwan Semiconductor Mfg (TSM) reports a payout of 24.46%, ranking against industry peers normally.

AMZN

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 31.36%
AMZN: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

TSM

Semiconductors & Semiconductor Equipment industry group

24.46%

Max: 45.89%
TSM: 24.46%
Q3: 19.14%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their payout ratio against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Dividend Metrics

Dividend metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
Dividend Yield (TTM)	0.00%	1.46%
Dividend Payout Ratio (TTM)	0.00%	24.46%

Valuation

P/E Ratio (TTM)

Both Amazon.com (AMZN) at 19.95 and Taiwan Semiconductor Mfg (TSM) at 27.12 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

AMZN

Consumer Discretionary Distribution & Retail industry group

19.95

Max: 39.05
Q3: 25.20
AMZN: 19.95
Median: 18.67
Q1: 12.65
Min: 4.22

TSM

Semiconductors & Semiconductor Equipment industry group

27.12

Max: 131.83
Q3: 75.24
Median: 42.42
TSM: 27.12
Q1: 26.67
Min: 8.74

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their P/E ratio against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

P/S Ratio (TTM)

Taiwan Semiconductor Mfg (TSM) at 0.44 looks cheap on sales in the lower P/S ratio quartile, while Amazon.com (AMZN) at 3.45 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

AMZN

Consumer Discretionary Distribution & Retail industry group

3.45

Max: 3.92
AMZN: 3.45
Q3: 1.79
Median: 0.69
Q1: 0.27
Min: 0.03

TSM

Semiconductors & Semiconductor Equipment industry group

0.44

Max: 29.47
Q3: 13.72
Median: 6.92
Q1: 3.08
TSM: 0.44
Min: 0.01

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their P/S ratio against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

P/B Ratio (MRQ)

Amazon.com (AMZN) at 4.85 sits near its industry’s typical P/B ratio, while Taiwan Semiconductor Mfg (TSM) at 79.87 prices above its benchmark range — TSM looks rich relative to book.

AMZN

Consumer Discretionary Distribution & Retail industry group

4.85

Max: 10.32
Q3: 4.92
AMZN: 4.85
Median: 1.89
Q1: 1.03
Min: -4.01

TSM

Semiconductors & Semiconductor Equipment industry group

79.87

TSM: 79.87
Max: 16.75
Q3: 8.96
Median: 4.96
Q1: 2.62
Min: 0.16

Amazon.com (AMZN) vs. Taiwan Semiconductor Mfg (TSM): A comparison of their P/B ratio against their respective Consumer Discretionary Distribution & Retail and Semiconductors & Semiconductor Equipment industry group benchmarks.

Valuation Metrics

Valuation metrics for Amazon.com (AMZN) and Taiwan Semiconductor Mfg (TSM)
Metric	AMZN	TSM
P/E Ratio (TTM)	19.95	27.12
P/S Ratio (TTM)	3.45	0.44
P/B Ratio (MRQ)	4.85	79.87
Free Cash Flow Yield (TTM)	0.12%	55.43%