QCOM vs. TSM: QUALCOMM vs. Taiwan Semiconductor Mfg Stock Comparison

Company Profile

QUALCOMM (QCOM) 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.

QUALCOMM (QCOM) 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 QUALCOMM (QCOM) at 52.82% 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 QUALCOMM (QCOM) at 31.61% 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.

Taiwan Semiconductor Mfg (TSM) at 58.66% operates in the top operating margin quartile, ahead of QUALCOMM (QCOM) at 15.41%, which runs around its industry’s norm.

Profitability Metrics

Growth

Taiwan Semiconductor Mfg (TSM) at 31.61% sits in the top revenue growth quartile, while QUALCOMM (QCOM) at -2.63% is in the bottom quartile, showing a clear gap in revenue momentum.

Both companies show strong earnings momentum, but QUALCOMM (QCOM) at 153.49% is the standout with EPS growth above its industry range; Taiwan Semiconductor Mfg (TSM) at 46.41% also sits in the top quartile.

Growth Metrics

Financial Strength

Taiwan Semiconductor Mfg (TSM) at 2.51 keeps current ratio within its industry’s typical mid-range, while QUALCOMM (QCOM) at 1.86 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for QCOM.

Both QUALCOMM (QCOM) at 0.53 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 QUALCOMM (QCOM) at 2.31% 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 QUALCOMM (QCOM) at 28.50% 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

QUALCOMM (QCOM) at 13.02 sits in the cheaper P/E ratio quartile, while Taiwan Semiconductor Mfg (TSM) at 24.33 is closer to its industry’s usual earnings multiple — a discount for QCOM, though growth and earnings durability still matter.

Taiwan Semiconductor Mfg (TSM) at 0.39 sits in the cheaper P/S ratio quartile while QUALCOMM (QCOM) at 4.10 prices around its industry’s middle — TSM costs less per dollar of sales, though read it alongside growth and margins.

QUALCOMM (QCOM) at 5.83 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