OLED vs TSM: Which Is the Better Dividend Stock?
As of July 2026, OLED and TSM are closely matched. OLED offers the higher yield at 2.49%, OLED has the higher dividend-safety score, and TSM trades at the larger discount to fair value (+18%).
| Metric | OLED | TSM |
|---|---|---|
| Forward yield | 2.49% | 0.95% |
| Annual dividend | $2.00 | $3.79 |
| Payout ratio | 41% | 26% |
| Years of growth | 8 yr | 2 yr |
| 5-yr dividend growth | 24.6% | 12.8% |
| 5-yr total return | -62% | 235% |
| Dividend safety score | 72 (B) | 68 (B) |
| Fair value estimate | $33.50 | $471.14 |
| Upside to fair value | -58% | +18% |
| Frequency | quarterly | quarterly |
| Market cap | $3.8B | $2.1T |
| P/E ratio | 17.8 | 29.8 |
Higher yield
OLED
2.49%
Safer dividend
OLED
Grade B
Faster growth
OLED
24.6%
Better value
TSM
+18% upside
OLED vs TSM — FAQ
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