(TSM) Taiwan Semiconductor - Overview

Exchange: NYSE • Country: Taiwan • Currency: USD • Type: Common Stock • ISIN: US8740391003

Stock:

Total Rating 79
Risk 71
Buy Signal 1.00
Risk 5d forecast
Volatility 36.3%
Relative Tail Risk -5.75%
Reward TTM
Sharpe Ratio 2.04
Alpha 69.51
Character TTM
Beta 1.666
Beta Downside 1.738
Drawdowns 3y
Max DD 36.87%
CAGR/Max DD 1.74

EPS (Earnings per Share)

EPS (Earnings per Share) of TSM over the last years for every Quarter: "2020-12": 0.97, "2021-03": 0.96, "2021-06": 0.93, "2021-09": 1.08, "2021-12": 1.15, "2022-03": 1.39, "2022-06": 1.55, "2022-09": 1.79, "2022-12": 1.91, "2023-03": 1.31, "2023-06": 1.14, "2023-09": 1.29, "2023-12": 1.45, "2024-03": 1.38, "2024-06": 1.48, "2024-09": 1.94, "2024-12": 2.24, "2025-03": 2.12, "2025-06": 2.47, "2025-09": 2.92, "2025-12": 3.14,

Revenue

Revenue of TSM over the last years for every Quarter: 2020-12: 361580.556, 2021-03: 362474.441, 2021-06: 372145.122, 2021-09: 414643.431, 2021-12: 438189, 2022-03: 491075.873, 2022-06: 534140.808, 2022-09: 613142.743, 2022-12: 625530, 2023-03: 508632.973, 2023-06: 480841, 2023-09: 546733, 2023-12: 625529, 2024-03: 592644.201, 2024-06: 673510.177, 2024-09: 759692.143, 2024-12: 868461, 2025-03: 839254, 2025-06: 933792, 2025-09: 989918, 2025-12: 1055976.591,

Description: TSM Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also involved in providing customer and engineering support services; manufacturing of masks; investment in technology start-up companies; research, designing, developing, manufacturing, packaging, testing, and sale of color filters; and investment activities. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.

Piotroski VR‑10 (Strict, 0-10) 7.0

Net Income: 1722.66b TTM > 0 and > 6% of Revenue
FCF/TA: 0.13 > 0.02 and ΔFCF/TA -0.10 > 1.0
NWC/Revenue: 61.60% < 20% (prev 63.01%; Δ -1.41% < -1%)
CFO/TA 0.29 > 3% & CFO 2291.19b > Net Income 1722.66b
Net Debt (-1769.70b) to EBITDA (2896.13b): -0.61 < 3
Current Ratio: 2.62 > 1.5 & < 3
Outstanding Shares: last quarter (5.19b) vs 12m ago 0.01% < -2%
Gross Margin: 59.90% > 18% (prev 0.56%; Δ 5934 % > 0.5%)
Asset Turnover: 52.30% > 50% (prev 43.25%; Δ 9.05% > 0%)
Interest Coverage Ratio: 214.8 > 6 (EBITDA TTM 2896.13b / Interest Expense TTM 9.51b)

Altman Z'' 8.07

A: 0.30 (Total Current Assets 3806.38b - Total Current Liabilities 1453.91b) / Total Assets 7910.68b
B: 0.59 (Retained Earnings 4691.82b / Total Assets 7910.68b)
C: 0.28 (EBIT TTM 2043.09b / Avg Total Assets 7301.31b)
D: 2.20 (Book Value of Equity 5420.96b / Total Liabilities 2465.27b)
Altman-Z'' Score: 8.07 = AAA

Beneish M -2.28

DSRI: 0.78 (Receivables 281.00b/272.09b, Revenue 3818.94b/2894.31b)
GMI: 0.94 (GM 59.90% / 56.12%)
AQI: 2.40 (AQ_t 0.05 / AQ_t-1 0.02)
SGI: 1.32 (Revenue 3818.94b / 2894.31b)
TATA: -0.07 (NI 1722.66b - CFO 2291.19b) / TA 7910.68b)
Beneish M-Score: -2.28 (Cap -4..+1) = BBB

What is the price of TSM shares?

As of February 28, 2026, the stock is trading at USD 374.58 with a total of 8,377,253 shares traded.
Over the past week, the price has changed by +1.09%, over one month by +10.71%, over three months by +28.83% and over the past year by +109.21%.

Is TSM a buy, sell or hold?

Taiwan Semiconductor has received a consensus analysts rating of 4.59. Therefore, it is recommended to buy TSM.
  • StrongBuy: 11
  • Buy: 5
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the TSM price?

Issuer Target Up/Down from current
Wallstreet Target Price 421.5 12.5%
Analysts Target Price 421.5 12.5%

TSM Fundamental Data Overview February 28, 2026

Market Cap TWD = 61066.85b (1954.33b USD * 31.247 USD.TWD)
P/E Trailing = 35.5817
P/E Forward = 25.3165
P/S = 0.5131
P/B = 9.9396
P/EG = 1.5175
Revenue TTM = 3818.94b TWD
EBIT TTM = 2043.09b TWD
EBITDA TTM = 2896.13b TWD
Long Term Debt = 896.06b TWD (from longTermDebt, last quarter)
Short Term Debt = 136.54b TWD (from shortTermDebt, last quarter)
Debt = 990.36b TWD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1769.70b TWD (from netDebt column, last quarter)
Enterprise Value = 58997.25b TWD (61066.85b + Debt 990.36b - CCE 3059.95b)
Interest Coverage Ratio = 214.8 (Ebit TTM 2043.09b / Interest Expense TTM 9.51b)
EV/FCF = 57.85x (Enterprise Value 58997.25b / FCF TTM 1019.79b)
FCF Yield = 1.73% (FCF TTM 1019.79b / Enterprise Value 58997.25b)
FCF Margin = 26.70% (FCF TTM 1019.79b / Revenue TTM 3818.94b)
Net Margin = 45.11% (Net Income TTM 1722.66b / Revenue TTM 3818.94b)
Gross Margin = 59.90% ((Revenue TTM 3818.94b - Cost of Revenue TTM 1531.48b) / Revenue TTM)
Gross Margin QoQ = 62.33% (prev 59.45%)
Tobins Q-Ratio = 7.46 (Enterprise Value 58997.25b / Total Assets 7910.68b)
Interest Expense / Debt = 0.31% (Interest Expense 3.04b / Debt 990.36b)
Taxrate = 14.68% (87.77b / 597.96b)
NOPAT = 1743.20b (EBIT 2043.09b * (1 - 14.68%))
Current Ratio = 2.62 (Total Current Assets 3806.38b / Total Current Liabilities 1453.91b)
Debt / Equity = 0.18 (Debt 990.36b / totalStockholderEquity, last quarter 5404.33b)
Debt / EBITDA = -0.61 (Net Debt -1769.70b / EBITDA 2896.13b)
Debt / FCF = -1.74 (Net Debt -1769.70b / FCF TTM 1019.79b)
Total Stockholder Equity = 4886.97b (last 4 quarters mean from totalStockholderEquity)
RoA = 23.59% (Net Income 1722.66b / Total Assets 7910.68b)
RoE = 35.25% (Net Income TTM 1722.66b / Total Stockholder Equity 4886.97b)
RoCE = 35.33% (EBIT 2043.09b / Capital Employed (Equity 4886.97b + L.T.Debt 896.06b))
RoIC = 32.36% (NOPAT 1743.20b / Invested Capital 5387.48b)
WACC = 11.86% (E(61066.85b)/V(62057.21b) * Re(12.05%) + D(990.36b)/V(62057.21b) * Rd(0.31%) * (1-Tc(0.15)))
Discount Rate = 12.05% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.00%
[DCF] Terminal Value 68.84% ; FCFF base≈959.61b ; Y1≈1130.53b ; Y5≈1731.63b
[DCF] Fair Price = 3521 (EV 16490.61b - Net Debt -1769.70b = Equity 18260.31b / Shares 5.19b; r=11.86% [WACC]; 5y FCF grow 18.98% → 2.90% )
EPS Correlation: 62.72 | EPS CAGR: 24.27% | SUE: 3.82 | # QB: 4
Revenue Correlation: 90.01 | Revenue CAGR: 22.65% | SUE: 0.07 | # QB: 0
EPS next Quarter (2026-03-31): EPS=3.28 | Chg7d=-0.008 | Chg30d=+0.341 | Revisions Net=+4 | Analysts=5
EPS current Year (2026-12-31): EPS=14.32 | Chg7d=+0.007 | Chg30d=+1.057 | Revisions Net=+7 | Growth EPS=+34.4% | Growth Revenue=+30.7%
EPS next Year (2027-12-31): EPS=17.97 | Chg7d=-0.025 | Chg30d=+1.520 | Revisions Net=+5 | Growth EPS=+25.6% | Growth Revenue=+23.8%
[Analyst] Revisions Ratio: +1.00 (4 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 9.2% (Discount Rate 12.1% - Earnings Yield 2.8%)
[Growth] Growth Spread = +23.7% (Analyst 32.9% - Implied 9.2%)

Additional Sources for TSM Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle