TSLA vs. TSM: Tesla vs. TSMC Stock Comparison
How do Tesla (TSLA) and TSMC (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
Tesla (TSLA) is classified in the Consumer Discretionary sector (Automobiles & Components), whereas TSMC (TSM) belongs to Information Technology (Semiconductors & Semiconductor Equipment) — their GICS classifications point to very different parts of the market.
Tesla (TSLA) trades as ordinary local shares, while TSMC (TSM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | TSLA | TSM |
|---|---|---|
| Name | Tesla, Inc. | Taiwan Semiconductor Manufacturing Co. Ltd. ADR |
| Country/Region | United States | Taiwan |
| GICS Sector | Consumer Discretionary | Information Technology |
| GICS Industry Group | Automobiles & Components | Semiconductors & Semiconductor Equipment |
| GICS Industry | Automobiles | Semiconductors & Semiconductor Equipment |
| GICS Sub-Industry | Automobile Manufacturers | Semiconductors |
| Market Capitalization | 1,423.16 billion USD | 2,202.23 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 29, 2010 | October 9, 1997 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | TSLA | TSM |
|---|---|---|
| Total Return (1Y) | 15.36% | 79.74% |
| Total Return (3Y, Annualized) | 13.38% | 65.77% |
| Total Return (5Y, Annualized) | 11.65% | 31.34% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | TSLA | TSM |
|---|---|---|
| Volatility (1Y, Annualized) | 44.79% | 39.80% |
| Beta (5Y) | 1.81 | 1.38 |
| Max Drawdown (5Y) | -73.63% | -56.47% |
| Avg. Volume (3M) | 48.64M | 14.21M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | TSLA | TSM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.25 | 1.90 |
| Sortino Ratio (1Y) | 0.37 | 2.95 |
Profitability
ROE (TTM)
TSMC (TSM) at 39.97% sits in the top ROE quartile, while Tesla (TSLA) at 4.90% is closer to the peer norm — stronger capital efficiency for TSM.
TSLA
Automobiles & Components industry group
4.90%
- Max
- 41.97%
- Q3
- 11.32%
- Median
- 5.13%
- TSLA
- 4.90%
- Q1
- -14.13%
- Min
- -49.98%
TSM
Semiconductors & Semiconductor Equipment industry group
39.97%
- TSM
- 39.97%
- Max
- 39.97%
- Q3
- 17.11%
- Median
- 6.75%
- Q1
- -4.17%
- Min
- -35.15%
Net Margin (TTM)
TSMC (TSM) at 49.92% retains a top-quartile share of revenue as profit, ahead of Tesla (TSLA) at 3.95%, which keeps about the industry-typical share.
TSLA
Automobiles & Components industry group
3.95%
- Max
- 15.12%
- Q3
- 4.33%
- TSLA
- 3.95%
- Median
- 1.47%
- Q1
- -3.14%
- Min
- -13.87%
TSM
Semiconductors & Semiconductor Equipment industry group
49.92%
- Max
- 57.72%
- TSM
- 49.92%
- Q3
- 21.04%
- Median
- 7.16%
- Q1
- -3.57%
- Min
- -32.92%
Operating Margin (TTM)
TSMC (TSM) at 60.34% operates in the top operating margin quartile, ahead of Tesla (TSLA) at 4.20%, which runs around its industry’s norm.
TSLA
Automobiles & Components industry group
4.20%
- Max
- 29.48%
- Q3
- 8.69%
- TSLA
- 4.20%
- Median
- 3.45%
- Q1
- -5.57%
- Min
- -19.36%
TSM
Semiconductors & Semiconductor Equipment industry group
60.34%
- Max
- 61.85%
- TSM
- 60.34%
- Q3
- 21.10%
- Median
- 10.43%
- Q1
- -6.83%
- Min
- -46.64%
Profitability Metrics
| Metric | TSLA | TSM |
|---|---|---|
| ROE (TTM) | 4.90% | 39.97% |
| ROA (TTM) | 2.23% | 19.01% |
| Net Margin (TTM) | 3.95% | 49.92% |
| Operating Margin (TTM) | 4.20% | 60.34% |
| Gross Margin (TTM) | 19.07% | 64.23% |
Growth
Revenue Growth
TSMC (TSM) at 31.61% sits in the top revenue growth quartile, while Tesla (TSLA) at -2.93% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
TSMC (TSM) at 44.69% sits in the top EPS growth quartile, while Tesla (TSLA) at -47.06% is closer to the peer norm — faster per-share earnings growth for TSM.
Growth Metrics
| Metric | TSLA | TSM |
|---|---|---|
| Revenue Growth (YoY) | -2.93% | 31.61% |
| Revenue Growth (3Y CAGR) | 5.19% | 18.94% |
| EPS Growth (YoY) | -47.06% | 44.69% |
| EPS Growth (3Y CAGR) | -33.18% | 18.65% |
Financial Strength
Current Ratio (MRQ)
Both Tesla (TSLA) at 2.04 and TSMC (TSM) at 2.46 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
TSLA
Automobiles & Components industry group
2.04
- Max
- 4.97
- Q3
- 2.67
- TSLA
- 2.04
- Median
- 1.83
- Q1
- 1.12
- Min
- 0.06
TSM
Semiconductors & Semiconductor Equipment industry group
2.46
- Max
- 11.30
- Q3
- 6.01
- Median
- 3.31
- TSM
- 2.46
- Q1
- 2.40
- Min
- 0.51
Debt / Equity (MRQ)
Tesla (TSLA) at 0.19 keeps leverage in the lower industry quartile, while TSMC (TSM) at 0.15 runs a more typical debt-to-equity mix.
TSLA
Automobiles & Components industry group
0.19
- Max
- 2.53
- Q3
- 1.19
- Median
- 0.72
- Q1
- 0.26
- TSLA
- 0.19
- Min
- 0.00
TSM
Semiconductors & Semiconductor Equipment industry group
0.15
- Max
- 1.44
- Q3
- 0.63
- Median
- 0.23
- TSM
- 0.15
- Q1
- 0.05
- Min
- 0.00
Financial Strength Metrics
| Metric | TSLA | TSM |
|---|---|---|
| Current Ratio (MRQ) | 2.04 | 2.46 |
| Debt / Equity (MRQ) | 0.19 | 0.15 |
| Net Debt / EBITDA | -2.60 | -0.80 |
Dividends
Dividend Yield (TTM)
Tesla (TSLA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile TSMC (TSM) reports a yield of 2.98%, ranking against industry peers normally.
TSLA
Automobiles & Components industry group
0.00%
- Max
- 4.30%
- Q3
- 1.80%
- TSLA
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TSM
Semiconductors & Semiconductor Equipment industry group
2.98%
- TSM
- 2.98%
- Max
- 0.58%
- Q3
- 0.26%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Tesla (TSLA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile TSMC (TSM) reports a payout of 27.93%, ranking against industry peers normally.
TSLA
Automobiles & Components industry group
0.00%
- Max
- 82.28%
- Q3
- 33.54%
- TSLA
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TSM
Semiconductors & Semiconductor Equipment industry group
27.93%
- Max
- 47.82%
- TSM
- 27.93%
- Q3
- 20.31%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | TSLA | TSM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 2.98% |
| Dividend Payout Ratio (TTM) | 0.00% | 27.93% |
Valuation
P/E Ratio (TTM)
TSMC (TSM) at 34.98 sits in the cheaper P/E ratio quartile, while Tesla (TSLA) at 344.48 trades above its peer range — a wide earnings-valuation gap relative to industry peers.
TSLA
Automobiles & Components industry group
344.48
- TSLA
- 344.48
- Max
- 48.85
- Q3
- 30.60
- Median
- 21.90
- Q1
- 13.74
- Min
- 5.99
TSM
Semiconductors & Semiconductor Equipment industry group
34.98
- Max
- 239.97
- Q3
- 120.44
- Median
- 60.23
- Q1
- 38.22
- TSM
- 34.98
- Min
- 10.70
P/S Ratio (TTM)
TSMC (TSM) at 0.50 sits in the cheaper P/S ratio quartile while Tesla (TSLA) at 14.54 prices above its industry range — a wide gap in sales valuation between them.
TSLA
Automobiles & Components industry group
14.54
- TSLA
- 14.54
- Max
- 4.13
- Q3
- 1.94
- Median
- 0.61
- Q1
- 0.30
- Min
- 0.00
TSM
Semiconductors & Semiconductor Equipment industry group
0.50
- Max
- 38.55
- Q3
- 19.36
- Median
- 9.29
- Q1
- 3.87
- TSM
- 0.50
- Min
- 0.01
P/B Ratio (MRQ)
Measured against book value, both Tesla (TSLA) at 16.92 and TSMC (TSM) at 88.45 look expensive — each P/B ratio sits above its industry’s benchmark range.
TSLA
Automobiles & Components industry group
16.92
- TSLA
- 16.92
- Max
- 4.22
- Q3
- 2.21
- Median
- 1.33
- Q1
- 0.69
- Min
- -1.46
TSM
Semiconductors & Semiconductor Equipment industry group
88.45
- TSM
- 88.45
- Max
- 22.39
- Q3
- 11.52
- Median
- 7.03
- Q1
- 3.43
- Min
- 0.18
Valuation Metrics
| Metric | TSLA | TSM |
|---|---|---|
| P/E Ratio (TTM) | 344.48 | 34.98 |
| P/S Ratio (TTM) | 14.54 | 0.50 |
| P/B Ratio (MRQ) | 16.92 | 88.45 |
| Free Cash Flow Yield (TTM) | 0.37% | 33.56% |