Broadcom (AVGO) vs. TSMC (TSM)

Company Profile

Broadcom (AVGO) and TSMC (TSM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.

Broadcom (AVGO) trades as a standard ordinary-equity line, while TSMC (TSM) is an ADR tied to a foreign-share or depositary-receipt structure — compare with FX exposure, program fees, and dividend-withholding-tax differences in mind.

Historical Performance

Historical Performance at a Glance

Profitability

Both Broadcom (AVGO) at 32.85% and TSMC (TSM) at 36.93% rank in the top quartile for Return on Equity (TTM) among industry peers, indicating strong returns on shareholders’ equity.

Both Broadcom (AVGO) at 36.57% and TSMC (TSM) at 47.00% rank in the top quartile for Net Profit Margin (TTM) among industry peers, indicating both companies convert revenue into net income more strongly than typical competitors.

Both Broadcom (AVGO) at 40.77% and TSMC (TSM) at 53.31% rank in the top quartile for Operating Profit Margin (TTM) among industry peers, indicating both companies convert revenue into operating income more strongly than typical competitors.

Profitability at a Glance

Financial Strength

TSMC (TSM) at 2.49 keeps Current Ratio (MRQ) within its industry mid-range, while Broadcom (AVGO) at 1.90 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for AVGO.

TSMC (TSM) at 0.17 carries Debt-to-Equity Ratio (MRQ) around its industry mid-range, while Broadcom (AVGO) at 0.83 sits in the higher-leverage quartile.

Both Broadcom (AVGO) at 8.89 and TSMC (TSM) at 8.32 post Interest Coverage Ratio (TTM) near their industry mid-ranges, so neither company stands out strongly from peers on interest-coverage headroom.

Financial Strength at a Glance

Growth

Revenue Growth

Revenue Growth at a Glance

EPS Growth

EPS Growth at a Glance

Dividend

Both Broadcom (AVGO) at 0.59% and TSMC (TSM) at 0.87% report Dividend Yield (TTM) in the top quartile of industry peers, indicating higher cash yield relative to share price than typical competitors.

Both Broadcom (AVGO) at 45.87% and TSMC (TSM) at 25.55% post Dividend Payout Ratio (TTM) outside their industries’ typical mid-range — either leaning toward more retention or more distribution than the industry median.

Dividend at a Glance

Valuation

TSMC (TSM) at 29.38 trades in the lower-multiple quartile for Price-to-Earnings Ratio (TTM), while Broadcom (AVGO) at 78.11 sits around the industry midpoint — TSM has a lower trailing earnings multiple relative to peers, though the gap should be read alongside growth and earnings quality.

TSMC (TSM) at 13.81 carries typical industry Price-to-Sales Ratio (TTM), while Broadcom (AVGO) at 28.57 sits in the higher-multiple quartile — AVGO carries a higher trailing revenue multiple relative to peers.

TSMC (TSM) at 7.75 hovers around the typical industry Price-to-Book Ratio (MRQ), while Broadcom (AVGO) at 19.66 sits above its industry benchmark range — an elevated book-value multiple for AVGO relative to peers.

Valuation at a Glance