ITRN vs TSM: Which Is the Better Dividend Stock?
As of Oct 27, 2026, ITRN and TSM are closely matched. ITRN offers the higher yield at 3.89%, TSM has the higher dividend-safety score, and ITRN looks like the better value (its fair-value estimate is 62% above its share price).
Key facts: ITRN vs TSM
Data as of · Source: SmarterDividends data
- As of Oct 27, 2026, Ituran Location and Control Ltd. (ITRN) has the higher forward dividend yield at 3.89%, versus 0.89% for Taiwan Semiconductor Manufacturing Company Limited (TSM).
- As of Oct 27, 2026, SmarterDividends grades ITRN's dividend safety C (57/100) and TSM's B (68/100).
- By SmarterDividends' count as of Oct 27, 2026, ITRN has raised its dividend for 3 consecutive years and TSM for 2.
- As of Oct 27, 2026, ITRN pays out 93% of its earnings as dividends and TSM pays out 24%.
- As of Oct 27, 2026, ITRN's fair-value estimate is 62% above its share price and TSM's fair-value estimate is 5% below its share price, so ITRN looks like the better value of the two on SmarterDividends' blended model.
Cite this page
SmarterDividends, "ITRN vs TSM: Dividend Yield, Safety & Value Compared," updated Oct 27, 2026, https://smarterdividends.com/compare/itrn-vs-tsm
| Metric | ITRN | TSM |
|---|---|---|
| Forward yield | 3.89% | 0.89% |
| Annual dividend | $2.00 | $3.77 |
| Payout ratio | 93% | 24% |
| Years of growth | 3 yr | 2 yr |
| 5-yr dividend growth | 15.8% | 12.8% |
| 5-yr total return | 92% | 257% |
| Dividend safety score | 57 (C) | 68 (B) |
| Fair value estimate | $83.49 | $403.11 |
| Upside to fair value | +62% | -5% |
| Frequency | quarterly | quarterly |
| Market cap | $1.0B | $2.2T |
| P/E ratio | 15.7 | 27.5 |
Higher yield
ITRN
3.89%
Safer dividend
TSM
Grade B
Faster growth
ITRN
15.8%
Better value
ITRN
+62% upside
ITRN vs TSM — FAQ
Is ITRN or TSM a better dividend stock?
ITRN and TSM are closely matched. ITRN has the higher yield; TSM scores better on safety.
Which has a higher dividend yield, ITRN or TSM?
ITRN has the higher forward dividend yield at 3.89%, versus 0.89% for TSM.
Is ITRN or TSM safer?
TSM has the higher dividend-safety score (68/100 vs 57/100), reflecting stronger payout coverage and dividend-growth history.
Is ITRN or TSM better value right now?
As of Oct 27, 2026, ITRN looks like the better value: its fair-value estimate is 62% above its share price (undervalued). For TSM, its fair-value estimate is 5% below its share price.
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See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.