TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

Technology • CIK: 0001046179

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Market Cap
P/E (TTM)
Rev Growth (TTM)
Net Margin (TTM)
FCF Yield (TTM)
FCF Margin (TTM)

Filing Intelligence

5.0/10
6-K filed Feb 26, 2026FY

Executive Summary

TSMC operates as a dedicated foundry, focusing on manufacturing, sales, packaging, testing, and design of integrated circuits.. The financial statements detail significant assets and liabilities,...

Key Concerns

  • Financial Strength and Liquidity (low)
  • Property, Plant, and Equipment Depreciation (medium)

Key Strengths

  • The company reported strong operating cash flow generation, exceeding net income.
  • Capital expenditure was significant, but its allocation between maintenance and growth is not clearly delineated in the provided text.

LATEST EARNINGS

No earnings in last 90 days

Check back after next 8-K filing

Cash Flow Health

Free Cash Flow0/8 positive
TTM$
FCF Margin
TTM
Sector: 9.1%
OCF Margin
OCF/NI
CapEx Coverage
FCF Yield
FCF Growth (2Y)
Cash Conversion Cycle

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder Yield
TTM8.1%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
P25MedianP75
(med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
Asset Turnover
Leverage (1+D/E)
1.02x
D/E: 0.02x
Asset & CapEx Efficiency
Asset-based ROIC formula

QUARTERLY TRENDS

No data available

Valuation Analysis

Price-to-EarningsTTM
Valuation Lenses
Earnings
vs sector
Cash Flow
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: –
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
/100
Unknown

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)
8Q:
Return on Invested Capital (ROIC)
8Q:
vs Sector:0.1%

Earnings Quality

Cash Conversion

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin

Capital Efficiency

Invested Capital Turnover

Working Capital

Cash Conversion Cycle

Growth Quality & Momentum

Growth Rates

Revenue Growth YoY
N/A
OpInc Growth YoY
N/A
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
Operating
Net
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
FCF: | Net:

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $2.03T
Interest Coverage
+Net cash position: $2.03T
Balance sheet risk & solvency analysis