TSM vs. XOM: Taiwan Semiconductor Mfg vs. ExxonMobil Stock Comparison

November 11, 2026

How do Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM) 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

Taiwan Semiconductor Mfg (TSM) is classified in the Information Technology sector (Semiconductors & Semiconductor Equipment), whereas ExxonMobil (XOM) belongs to Energy (Energy) — their GICS classifications point to very different parts of the market.

ExxonMobil (XOM) 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 Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Profile Item	TSM	XOM
Name	Taiwan Semiconductor Manufacturing Company Ltd. ADR	ExxonMobil Holdings Corporation
Country/Region	Taiwan	United States
GICS Sector	Information Technology	Energy
GICS Industry Group	Semiconductors & Semiconductor Equipment	Energy
GICS Industry	Semiconductors & Semiconductor Equipment	Oil, Gas & Consumable Fuels
GICS Sub-Industry	Semiconductors	Integrated Oil & Gas
Market Capitalization	1,947.21 billion USD	676.62 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	October 9, 1997	January 2, 1962
Security Type	ADR	Common Stock

Price Performance

Cumulative Growth

TSM

XOM

GSPC

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM), 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

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Trailing total returns for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
Total Return (1Y)	37.26%	44.48%
Total Return (3Y, Annualized)	64.12%	20.83%
Total Return (5Y, Annualized)	28.19%	24.20%

Risk Profile

Drawdown History

TSM

XOM

GSPC

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM), 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

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

Risk Metrics

Taiwan Semiconductor Mfg (TSM) has an aggressive beta of 1.45, indicating higher sensitivity to broad-market moves, while ExxonMobil (XOM) is defensive at 0.19 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk profile metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
Volatility (1Y, Annualized)	41.69%	27.17%
Beta (5Y)	1.45	0.19
Max Drawdown (5Y)	-56.47%	-20.51%
Avg. Volume (3M)	11.20M	13.57M

Risk-Adjusted Performance

Risk-Return Positioning

TSM and XOM 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 Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
Sharpe Ratio (1Y)	0.79	1.48
Sortino Ratio (1Y)	1.15	2.17

Profitability

ROE (TTM)

Taiwan Semiconductor Mfg (TSM) at 41.86% sits in the top ROE quartile, while ExxonMobil (XOM) at 15.53% is closer to the peer norm — stronger capital efficiency for TSM.

TSM

Semiconductors & Semiconductor Equipment industry group

41.86%

Max: 52.82%
TSM: 41.86%
Q3: 22.26%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

XOM

Energy industry group

15.53%

Max: 53.85%
Q3: 24.79%
XOM: 15.53%
Median: 12.85%
Q1: 2.03%
Min: -29.09%

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their ROE against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Net Margin (TTM)

Taiwan Semiconductor Mfg (TSM) at 51.12% retains a top-quartile share of revenue as profit, ahead of ExxonMobil (XOM) at 10.46%, which keeps about the industry-typical share.

TSM

Semiconductors & Semiconductor Equipment industry group

51.12%

Max: 63.80%
TSM: 51.12%
Q3: 28.36%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

XOM

Energy industry group

10.46%

Max: 56.92%
Q3: 22.92%
XOM: 10.46%
Median: 10.10%
Q1: 0.07%
Min: -27.38%

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their net margin against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Operating Margin (TTM)

Taiwan Semiconductor Mfg (TSM) at 58.66% operates in the top operating margin quartile, ahead of ExxonMobil (XOM) at 16.98%, which runs around its industry’s norm.

TSM

Semiconductors & Semiconductor Equipment industry group

58.66%

TSM: 58.66%
Max: 58.66%
Q3: 30.23%
Median: 15.91%
Q1: 7.54%
Min: -25.74%

XOM

Energy industry group

16.98%

Max: 71.31%
Q3: 33.75%
Median: 18.73%
XOM: 16.98%
Q1: 6.94%
Min: -24.52%

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their operating margin against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Profitability Metrics

Profitability metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
ROE (TTM)	41.86%	15.53%
ROA (TTM)	20.58%	6.75%
Net Margin (TTM)	51.12%	10.46%
Operating Margin (TTM)	58.66%	16.98%
Gross Margin (TTM)	65.85%	29.81%

Growth

Revenue Growth

Taiwan Semiconductor Mfg (TSM) at 31.61% sits in the top revenue growth quartile, while ExxonMobil (XOM) at -4.52% is closer to the peer norm — faster top-line expansion for TSM.

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their Revenue Growth across different time periods.

EPS Growth

Taiwan Semiconductor Mfg (TSM) at 46.41% sits in the top EPS growth quartile, while ExxonMobil (XOM) at -14.54% is closer to the peer norm — faster per-share earnings growth for TSM.

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
Revenue Growth (YoY)	31.61%	-4.52%
Revenue Growth (3Y CAGR)	18.94%	-6.69%
EPS Growth (YoY)	46.41%	-14.54%
EPS Growth (3Y CAGR)	19.12%	-20.35%

Financial Strength

Current Ratio (MRQ)

Both Taiwan Semiconductor Mfg (TSM) at 2.51 and ExxonMobil (XOM) at 1.19 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

TSM

Semiconductors & Semiconductor Equipment industry group

2.51

Max: 10.33
Q3: 5.62
Median: 3.33
TSM: 2.51
Q1: 2.35
Min: 1.03

XOM

Energy industry group

1.19

Max: 3.64
Q3: 2.21
Median: 1.41
XOM: 1.19
Q1: 0.88
Min: 0.24

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their current ratio against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Debt / Equity (MRQ)

ExxonMobil (XOM) at 0.13 keeps leverage in the lower industry quartile, while Taiwan Semiconductor Mfg (TSM) at 0.12 runs a more typical debt-to-equity mix.

TSM

Semiconductors & Semiconductor Equipment industry group

0.12

Max: 1.46
Q3: 0.65
Median: 0.27
TSM: 0.12
Q1: 0.04
Min: 0.00

XOM

Energy industry group

0.13

Max: 1.75
Q3: 0.93
Median: 0.54
Q1: 0.30
XOM: 0.13
Min: 0.00

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their debt-to-equity ratio against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Financial Strength Metrics

Financial strength metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
Current Ratio (MRQ)	2.51	1.19
Debt / Equity (MRQ)	0.12	0.13
Net Debt / EBITDA	-0.89	0.28

Dividends

Dividend Yield (TTM)

ExxonMobil (XOM) at 2.49% pays an industry-typical yield; Taiwan Semiconductor Mfg (TSM) at 1.70% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

TSM

Semiconductors & Semiconductor Equipment industry group

1.70%

TSM: 1.70%
Max: 1.37%
Q3: 0.65%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

XOM

Energy industry group

2.49%

Max: 8.57%
Q3: 3.58%
XOM: 2.49%
Median: 1.71%
Q1: 0.00%
Min: 0.00%

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their dividend yield against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Dividend Payout Ratio (TTM)

ExxonMobil (XOM) at 42.39% pays out a band-typical share of earnings, while Taiwan Semiconductor Mfg (TSM) at 24.46% distributes more than its industry norm — less retained, thinner cover.

TSM

Semiconductors & Semiconductor Equipment industry group

24.46%

Max: 49.64%
TSM: 24.46%
Q3: 21.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

XOM

Energy industry group

42.39%

Max: 133.24%
Q3: 53.31%
XOM: 42.39%
Median: 25.24%
Q1: 0.00%
Min: 0.00%

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their payout ratio against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Dividend Metrics

Dividend metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
Dividend Yield (TTM)	1.70%	2.49%
Dividend Payout Ratio (TTM)	24.46%	42.39%

Valuation

P/E Ratio (TTM)

Both Taiwan Semiconductor Mfg (TSM) at 24.33 and ExxonMobil (XOM) at 17.06 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

TSM

Semiconductors & Semiconductor Equipment industry group

24.33

Max: 110.34
Q3: 66.81
Median: 37.02
TSM: 24.33
Q1: 23.96
Min: 8.12

XOM

Energy industry group

17.06

Max: 39.54
Q3: 21.72
XOM: 17.06
Median: 12.19
Q1: 7.71
Min: 2.99

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their P/E ratio against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

P/S Ratio (TTM)

Taiwan Semiconductor Mfg (TSM) at 0.39 sits in the cheaper P/S ratio quartile while ExxonMobil (XOM) at 1.74 prices around its industry’s middle — TSM costs less per dollar of sales, though read it alongside growth and margins.

TSM

Semiconductors & Semiconductor Equipment industry group

0.39

Max: 21.42
Q3: 12.27
Median: 5.76
Q1: 2.73
TSM: 0.39
Min: 0.00

XOM

Energy industry group

1.74

Max: 5.40
Q3: 2.85
XOM: 1.74
Median: 1.69
Q1: 0.88
Min: 0.00

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their P/S ratio against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

P/B Ratio (MRQ)

Both look rich against book: ExxonMobil (XOM) at 2.55 sits in the upper P/B ratio quartile, and Taiwan Semiconductor Mfg (TSM) at 71.65 prices even higher, above its industry range.

TSM

Semiconductors & Semiconductor Equipment industry group

71.65

TSM: 71.65
Max: 14.06
Q3: 7.44
Median: 4.29
Q1: 2.30
Min: 0.20

XOM

Energy industry group

2.55

Max: 4.21
XOM: 2.55
Q3: 2.38
Median: 1.51
Q1: 1.08
Min: 0.01

Taiwan Semiconductor Mfg (TSM) vs. ExxonMobil (XOM): A comparison of their P/B ratio against their respective Semiconductors & Semiconductor Equipment and Energy industry group benchmarks.

Valuation Metrics

Valuation metrics for Taiwan Semiconductor Mfg (TSM) and ExxonMobil (XOM)
Metric	TSM	XOM
P/E Ratio (TTM)	24.33	17.06
P/S Ratio (TTM)	0.39	1.74
P/B Ratio (MRQ)	71.65	2.55
Free Cash Flow Yield (TTM)	61.78%	4.19%