CSCO vs. TSM: Cisco Systems vs. Taiwan Semiconductor Mfg Stock Comparison

Company Profile

Cisco Systems (CSCO) and Taiwan Semiconductor Mfg (TSM) share the Information Technology sector but sit in different industry groups — CSCO in Technology Hardware & Equipment and TSM in Semiconductors & Semiconductor Equipment.

Cisco Systems (CSCO) 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

Both Cisco Systems (CSCO) at 27.32% 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.

For every dollar of sales, both Cisco Systems (CSCO) at 20.95% 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 Cisco Systems (CSCO) at 27.72% 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 Cisco Systems (CSCO) at 11.78% is closer to the peer norm — faster top-line expansion for TSM.

Only one side can be read here: Taiwan Semiconductor Mfg (TSM) reports EPS growth of 46.41%, ranked against its industry; Cisco Systems (CSCO) has no EPS growth figure this period.

Growth Metrics

Financial Strength

Taiwan Semiconductor Mfg (TSM) at 2.51 keeps current ratio within its industry’s typical mid-range, while Cisco Systems (CSCO) at 0.93 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CSCO.

Both Cisco Systems (CSCO) at 0.62 and Taiwan Semiconductor Mfg (TSM) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

Both Cisco Systems (CSCO) at 1.73% and Taiwan Semiconductor Mfg (TSM) at 1.70% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.

Both pay out more than their industries’ typical bands, and CSCO more so: Taiwan Semiconductor Mfg (TSM) at 24.46% sits above the band, while Cisco Systems (CSCO) at 49.85% exceeds every peer in its group.

Dividend Metrics

Valuation

Both Cisco Systems (CSCO) at 28.18 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 Cisco Systems (CSCO) at 5.84 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Both look rich against book: Cisco Systems (CSCO) at 7.36 sits in the upper P/B ratio quartile, and Taiwan Semiconductor Mfg (TSM) at 71.65 prices even higher, above its industry range.

Valuation Metrics