OLED vs TSM: Which Is the Better Dividend Stock?
As of Oct 27, 2026, OLED and TSM are closely matched. OLED offers the higher yield at 2.26%, OLED has the higher dividend-safety score, and TSM looks like the better value (its fair-value estimate is 5% below its share price).
Key facts: OLED vs TSM
Data as of · Source: SmarterDividends data
- As of Oct 27, 2026, Universal Display Corporation (OLED) has the higher forward dividend yield at 2.26%, versus 0.89% for Taiwan Semiconductor Manufacturing Company Limited (TSM).
- As of Oct 27, 2026, SmarterDividends grades OLED's dividend safety B (72/100) and TSM's B (68/100).
- By SmarterDividends' count as of Oct 27, 2026, OLED has raised its dividend for 8 consecutive years and TSM for 2.
- As of Oct 27, 2026, OLED pays out 46% of its earnings as dividends and TSM pays out 24%.
- As of Oct 27, 2026, OLED's fair-value estimate is 61% below its share price and TSM's fair-value estimate is 5% below its share price, so TSM looks like the better value of the two on SmarterDividends' blended model.
Cite this page
SmarterDividends, "OLED vs TSM: Dividend Yield, Safety & Value Compared," updated Oct 27, 2026, https://smarterdividends.com/compare/oled-vs-tsm
| Metric | OLED | TSM |
|---|---|---|
| Forward yield | 2.26% | 0.89% |
| Annual dividend | $2.00 | $3.77 |
| Payout ratio | 46% | 24% |
| Years of growth | 8 yr | 2 yr |
| 5-yr dividend growth | 24.6% | 12.8% |
| 5-yr total return | -39% | 257% |
| Dividend safety score | 72 (B) | 68 (B) |
| Fair value estimate | $34.83 | $403.11 |
| Upside to fair value | -61% | -5% |
| Frequency | quarterly | quarterly |
| Market cap | $4.1B | $2.2T |
| P/E ratio | 21.4 | 27.5 |
Higher yield
OLED
2.26%
Safer dividend
OLED
Grade B
Faster growth
OLED
24.6%
Better value
TSM
-5% upside
OLED vs TSM — FAQ
Is OLED or TSM a better dividend stock?
OLED and TSM are closely matched. OLED has the higher yield; OLED scores better on safety.
Which has a higher dividend yield, OLED or TSM?
OLED has the higher forward dividend yield at 2.26%, versus 0.89% for TSM.
Is OLED or TSM safer?
OLED has the higher dividend-safety score (72/100 vs 68/100), reflecting stronger payout coverage and dividend-growth history.
Is OLED or TSM better value right now?
As of Oct 27, 2026, TSM looks like the better value: its fair-value estimate is 5% below its share price (fairly valued). For OLED, its fair-value estimate is 61% below its share price.
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See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.