NVIDIA vs TSMC
NVIDIA is worth $5.80T and TSMC $2.51T: NVIDIA is 2.3 times larger. In their latest reported periods, NVIDIA's revenue grew 106% year over year and TSMC's grew 36%. NVIDIA keeps 66% of its revenue as operating profit, TSMC 60%. The market pays 19.1 times sales for NVIDIA and 17.6 for TSMC. Since January 1, NVIDIA's stock has gained 29% and TSMC's has gained 59%.
NVIDIA and TSMC side by side
Prices as of Oct 6, 2026; revenue and margins from each company's latest SEC filings (growth and margins of the latest reported quarter, or fiscal year); ownership as declared to the SEC; short interest from FINRA.
| NVIDIA (NVDA) | TSMC (TSM) | |
|---|---|---|
| Stock price | $240.69 | $484.37 |
| Year to date | +29.1% | +59.4% |
| Past 12 months | +28.3% | +65.8% |
| From its 52-week high | -1.1% | -0.6% |
| Market cap | $5.8T | $2.5T |
| Revenue | $303.0B (last 12 months) | TWD 4.4T (unaudited 6-K releases) |
| Revenue growth, year over year | +105.9% | +36.0% |
| Gross margin | 75.0% | 67.7% |
| Operating margin | 66.2% | 60.3% |
| Price / sales | 19.1× | 17.6× |
| Relative strength rating (1-99) | 54 | 63 |
| Trend | Uptrend: above its 50- and 200-day averages | Uptrend: above its 50- and 200-day averages |
| Declared ownership (13F, 13D/G, Forms 4) | 48.1% to 64.1% of shares | 5.9% to 9.6% of shares |
| Largest holder | Vanguard (9.5%) | Fidelity (FMR) (1.1%) |
| Short interest (FINRA) | 1.2% of shares, 2.5 days to cover | 0.5% of shares, 2.8 days to cover |
Go further
- NVIDIA (NVDA): who owns NVIDIA · NVIDIA financials · NVIDIA technicals and short interest
- TSMC (TSM): who owns TSMC · TSMC financials · TSMC technicals and short interest
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Facts side by side, not a recommendation: not investment advice.