ORCL vs TSM: Which Is the Better Dividend Stock?
As of Nov 5, 2026, ORCL (Oracle Corporation) screens as the stronger dividend stock, winning 5 of 8 head-to-head metrics. ORCL offers the higher yield at 1.62%, ORCL has the higher dividend-safety score, and ORCL looks like the better value (its fair-value estimate is 46% above its share price).
Key facts: ORCL vs TSM
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, Oracle Corporation (ORCL) has the higher forward dividend yield at 1.62%, versus 0.95% for Taiwan Semiconductor Manufacturing Company Limited (TSM).
- As of Nov 5, 2026, SmarterDividends grades ORCL's dividend safety A (84/100) and TSM's B (68/100).
- By SmarterDividends' count as of Nov 5, 2026, ORCL has raised its dividend for 11 consecutive years and TSM for 2.
- As of Nov 5, 2026, ORCL pays out 31% of its earnings as dividends and TSM pays out 24%.
- As of Nov 5, 2026, ORCL's fair-value estimate is 46% above its share price and TSM's fair-value estimate is 10% above its share price, so ORCL looks like the better value of the two on SmarterDividends' blended model.
Cite this page
SmarterDividends, "ORCL vs TSM: Dividend Yield, Safety & Value Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/orcl-vs-tsm
| Metric | ORCL | TSM |
|---|---|---|
| Forward yield | 1.62% | 0.95% |
| Annual dividend | $2.00 | $3.77 |
| Payout ratio | 31% | 24% |
| Years of growth | 11 yr | 2 yr |
| 5-yr dividend growth | 14.6% | 12.8% |
| 5-yr total return | 44% | 247% |
| Dividend safety score | 84 (A) | 68 (B) |
| Fair value estimate | $166.68 | $403.11 |
| Upside to fair value | +46% | +10% |
| Frequency | quarterly | quarterly |
| Market cap | $356.8B | $1.9T |
| P/E ratio | 17.9 | 23.7 |
Higher yield
ORCL
1.62%
Safer dividend
ORCL
Grade A
Faster growth
ORCL
14.6%
Better value
ORCL
+46% upside
ORCL vs TSM — FAQ
Is ORCL or TSM a better dividend stock?
On the data, ORCL wins more head-to-head categories (5 vs 3). ORCL offers the higher yield (1.62%), while ORCL has the stronger dividend-safety score. The right pick depends on whether you prioritise income, safety or value.
Which has a higher dividend yield, ORCL or TSM?
ORCL has the higher forward dividend yield at 1.62%, versus 0.95% for TSM.
Is ORCL or TSM safer?
ORCL has the higher dividend-safety score (84/100 vs 68/100), reflecting stronger payout coverage and dividend-growth history.
Is ORCL or TSM better value right now?
As of Nov 5, 2026, ORCL looks like the better value: its fair-value estimate is 46% above its share price (undervalued). For TSM, its fair-value estimate is 10% above its share price.
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See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.