GFS vs TSM: Which Is the Better Dividend Stock?
As of Oct 18, 2026, TSM (Taiwan Semiconductor Manufacturing Company Limited) screens as the stronger dividend stock, winning 4 of 6 head-to-head metrics. GFS offers the higher yield at 1.03%, TSM has the higher dividend-safety score, and TSM looks like the better value (its fair-value estimate is 2% below its share price).
Key facts: GFS vs TSM
Data as of · Source: SmarterDividends data
- As of Oct 18, 2026, GLOBALFOUNDRIES Inc. (GFS) has the higher forward dividend yield at 1.03%, versus 0.91% for Taiwan Semiconductor Manufacturing Company Limited (TSM).
- By SmarterDividends' count as of Oct 18, 2026, GFS has raised its dividend for 0 consecutive years and TSM for 2.
- As of Oct 18, 2026, GFS pays out 9% of its earnings as dividends and TSM pays out 24%.
- As of Oct 18, 2026, GFS's fair-value estimate is 37% below its share price and TSM's fair-value estimate is 2% below its share price, so TSM looks like the better value of the two on SmarterDividends' blended model.
Cite this page
SmarterDividends, "GFS vs TSM: Dividend Yield, Safety & Value Compared," updated Oct 18, 2026, https://smarterdividends.com/compare/gfs-vs-tsm
| Metric | GFS | TSM |
|---|---|---|
| Forward yield | 1.03% | 0.91% |
| Annual dividend | $0.48 | $3.77 |
| Payout ratio | 9% | 24% |
| Years of growth | 0 yr | 2 yr |
| 5-yr dividend growth | — | 12.8% |
| 5-yr total return | -33% | 252% |
| Dividend safety score | — | 68 (B) |
| Fair value estimate | $29.28 | $403.11 |
| Upside to fair value | -37% | -2% |
| Frequency | quarterly | quarterly |
| Market cap | $26.0B | $2.1T |
| P/E ratio | 36.5 | 26.7 |
Higher yield
GFS
1.03%
Safer dividend
TSM
Grade B
Faster growth
TSM
12.8%
Better value
TSM
-2% upside
GFS vs TSM — FAQ
Is GFS or TSM a better dividend stock?
On the data, TSM wins more head-to-head categories (4 vs 2). GFS offers the higher yield (1.03%), while TSM has the stronger dividend-safety score. The right pick depends on whether you prioritise income, safety or value.
Which has a higher dividend yield, GFS or TSM?
GFS has the higher forward dividend yield at 1.03%, versus 0.91% for TSM.
Is GFS or TSM safer?
Compare each stock's payout ratio, growth streak and cut history on its detail page to judge safety.
Is GFS or TSM better value right now?
As of Oct 18, 2026, TSM looks like the better value: its fair-value estimate is 2% below its share price (fairly valued). For GFS, its fair-value estimate is 37% below its share price.
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See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.