SmarterDividends

ORCL-PD vs TSM: Which Is the Better Dividend Stock?

As of Oct 27, 2026, ORCL-PD and TSM are closely matched. ORCL-PD offers the higher yield at 8.20%, TSM has the higher dividend-safety score, and ORCL-PD looks like the better value (its fair-value estimate is 4% below its share price).

Key facts: ORCL-PD vs TSM

Data as of · Source: SmarterDividends data

  • As of Oct 27, 2026, Oracle Corporation (ORCL-PD) has the higher forward dividend yield at 8.20%, versus 0.89% for Taiwan Semiconductor Manufacturing Company Limited (TSM).
  • By SmarterDividends' count as of Oct 27, 2026, ORCL-PD has raised its dividend for 0 consecutive years and TSM for 2.
  • As of Oct 27, 2026, ORCL-PD's fair-value estimate is 4% below its share price and TSM's fair-value estimate is 5% below its share price, so ORCL-PD looks like the better value of the two on SmarterDividends' blended model.
Cite this page

SmarterDividends, "ORCL-PD vs TSM: Dividend Yield, Safety & Value Compared," updated Oct 27, 2026, https://smarterdividends.com/compare/orcl-pd-vs-tsm

MetricORCL-PDTSM
Forward yield8.20%0.89%
Annual dividend$3.25$3.77
Payout ratio—24%
Years of growth0 yr2 yr
5-yr dividend growth—12.8%
5-yr total return—257%
Dividend safety score—68 (B)
Fair value estimate$37.95$403.11
Upside to fair value-4%-5%
Frequencyquarterlyquarterly
Market cap—$2.2T
P/E ratio—27.5

Higher yield

ORCL-PD

8.20%

Safer dividend

TSM

Grade B

Faster growth

TSM

12.8%

Better value

ORCL-PD

-4% upside

ORCL-PD vs TSM — FAQ

Is ORCL-PD or TSM a better dividend stock?

ORCL-PD and TSM are closely matched. ORCL-PD has the higher yield; TSM scores better on safety.

Which has a higher dividend yield, ORCL-PD or TSM?

ORCL-PD has the higher forward dividend yield at 8.20%, versus 0.89% for TSM.

Is ORCL-PD or TSM safer?

Compare each stock's payout ratio, growth streak and cut history on its detail page to judge safety.

Is ORCL-PD or TSM better value right now?

As of Oct 27, 2026, ORCL-PD looks like the better value: its fair-value estimate is 4% below its share price (fairly valued). For TSM, its fair-value estimate is 5% below its share price.

See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.