Research Portal

U.S.-listed market research with live data and structured thesis notes.

Side-by-side research view

Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

1 stocks in current compare
4 max names side by side
24 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Compute Stack AI Platforms Power Buildout Robotics
TSM Compute / Networking ADR

TSMC ADR

Advanced semiconductor manufacturing

Detail page

Most leading AI chips still depend on TSMC's manufacturing and advanced packaging.

Price $329.24
1D change -2.82%
Market cap $1.71T
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric TSM
Price $329.24
1D Change -2.82%
Market Cap $1.71T
Enterprise Value $6.58T
Trailing P/E 31.8
Forward P/E 18.3
Price / Sales 0.4
EV / Revenue 1.7
Revenue Growth 20.5%
Earnings Growth 35.0%
Gross Margin 59.9%
Operating Margin 53.9%
Net Margin 45.1%
ROE 35.1%
Free Cash Flow $643.45B
FCF Margin 16.9%
Debt / Equity 0.20x
Current Ratio 2.62x
Dividend Yield 107.00%
Next Earnings Apr 16, 2026
Quarterly Revenue $1.05T
Revenue QoQ +5.7%
Quarterly Net Income $505.74B
Net Income QoQ +11.8%

TSM thesis lens

Advanced semiconductor manufacturing

Why it could benefit

  • Most leading AI chips still depend on TSMC's manufacturing and advanced packaging.
  • As AI complexity rises, foundry leadership in yield, scale, and packaging matters more.
  • TSMC is a cleaner way to own the ecosystem rather than one end-market winner.

Moat / edge

  • Leading-edge process technology.
  • Manufacturing scale and execution track record.
  • Hard-to-replicate ecosystem trust with top chip designers.

What to watch

  • Capacity additions in advanced nodes and CoWoS-type packaging.
  • Geographic expansion and margin preservation.
  • Mix between smartphone, HPC, and AI demand.

Key risks

  • Geopolitical risk is always part of the TSMC thesis.
  • Large customer concentration can amplify cycle swings.