UMC vs NVDA vs TSM vs AMD

For growth investors, NVIDIA Corporation (NVDA) is the stronger pick with 65.

5% revenue growth year-over-year, versus 2. 3% for United Microelectronics Corporation (UMC). United Microelectronics Corporation (UMC) offers the better valuation at 28. 7x trailing P/E (22. 3x forward), making it the more compelling value choice. Analysts rate NVIDIA Corporation (NVDA) a "Buy" — based on 79 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, United Microelectronics Corporation (UMC) is the cheapest at 28.

7x versus Advanced Micro Devices, Inc. at 159. 0x. On forward P/E, Taiwan Semiconductor Manufacturing Company Limited is actually cheaper at 0. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Taiwan Semiconductor Manufacturing Company Limited wins at 0. 03x versus Advanced Micro Devices, Inc. 's 11. 91x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, NVIDIA Corporation (NVDA) delivered a total return of +1331%, compared to +88.

3% for United Microelectronics Corporation (UMC). Over 10 years, the gap is even starker: NVDA returned +234. 3% versus UMC's +915. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), United Microelectronics Corporation (UMC) is the lower-risk stock at 0.

90β versus Advanced Micro Devices, Inc. 's 2. 30β — meaning AMD is approximately 156% more volatile than UMC relative to the S&P 500. On balance sheet safety, Advanced Micro Devices, Inc. (AMD) carries a lower debt/equity ratio of 7% versus 18% for Taiwan Semiconductor Manufacturing Company Limited — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), NVIDIA Corporation (NVDA) is pulling ahead at 65.

5% versus 2. 3% for United Microelectronics Corporation (UMC). On earnings-per-share growth, the picture is similar: Advanced Micro Devices, Inc. grew EPS 165. 0% year-over-year, compared to -10. 7% for United Microelectronics Corporation. Over a 3-year CAGR, NVDA leads at 100. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

NVIDIA Corporation (NVDA) is the more profitable company, earning 55.

6% net margin versus 12. 5% for Advanced Micro Devices, Inc. — meaning it keeps 55. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NVDA leads at 60. 4% versus 10. 7% for AMD. At the gross margin level — before operating expenses — NVDA leads at 71. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Taiwan Semiconductor Manufacturing Company Limited (TSM) is the more undervalued stock at a PEG of 0. 03x versus Advanced Micro Devices, Inc. 's 11. 91x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Taiwan Semiconductor Manufacturing Company Limited (TSM) trades at 0. 8x forward P/E versus 61. 6x for Advanced Micro Devices, Inc. — 60. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NVDA: 34. 3% to $278. 83.

In this comparison, UMC (3.

0% yield), TSM (0. 7% yield) pay a dividend. NVDA, AMD do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, United Microelectronics Corporation (UMC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

90), 3. 0% yield, +915. 2% 10Y return). Advanced Micro Devices, Inc. (AMD) carries a higher beta of 2. 30 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (UMC: +915. 2%, AMD: +113. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: UMC is a mid-cap income-oriented stock; NVDA is a mega-cap high-growth stock; TSM is a mega-cap high-growth stock; AMD is a large-cap high-growth stock. UMC, TSM pay a dividend while NVDA, AMD do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.