TSM vs YMM: Which Is the Better Dividend Stock?
As of Oct 22, 2026, TSM (Taiwan Semiconductor Manufacturing Company Limited) screens as the stronger dividend stock, winning 5 of 7 head-to-head metrics. YMM offers the higher yield at 2.96%, TSM has the higher dividend-safety score, and YMM looks like the better value (its fair-value estimate is 26% above its share price).
Key facts: TSM vs YMM
Data as of · Source: SmarterDividends data
- As of Oct 22, 2026, Full Truck Alliance Co. Ltd. (YMM) has the higher forward dividend yield at 2.96%, versus 0.87% for Taiwan Semiconductor Manufacturing Company Limited (TSM).
- As of Oct 22, 2026, SmarterDividends grades TSM's dividend safety B (68/100) and YMM's C (50/100).
- By SmarterDividends' count as of Oct 22, 2026, TSM has raised its dividend for 2 consecutive years and YMM for 0.
- As of Oct 22, 2026, TSM pays out 24% of its earnings as dividends and YMM pays out 47%.
- As of Oct 22, 2026, TSM's fair-value estimate is 7% below its share price and YMM's fair-value estimate is 26% above its share price, so YMM looks like the better value of the two on SmarterDividends' blended model.
Cite this page
SmarterDividends, "TSM vs YMM: Dividend Yield, Safety & Value Compared," updated Oct 22, 2026, https://smarterdividends.com/compare/tsm-vs-ymm
| Metric | TSM | YMM |
|---|---|---|
| Forward yield | 0.87% | 2.96% |
| Annual dividend | $3.77 | $0.25 |
| Payout ratio | 24% | 47% |
| Years of growth | 2 yr | 0 yr |
| 5-yr dividend growth | 12.8% | — |
| 5-yr total return | 252% | -30% |
| Dividend safety score | 68 (B) | 50 (C) |
| Fair value estimate | $403.11 | $10.68 |
| Upside to fair value | -7% | +26% |
| Frequency | quarterly | quarterly |
| Market cap | $2.2T | $8.9B |
| P/E ratio | 28.0 | 14.9 |
Higher yield
YMM
2.96%
Safer dividend
TSM
Grade B
Faster growth
TSM
12.8%
Better value
YMM
+26% upside
TSM vs YMM — FAQ
Is TSM or YMM a better dividend stock?
On the data, TSM wins more head-to-head categories (5 vs 2). YMM offers the higher yield (2.96%), while TSM has the stronger dividend-safety score. The right pick depends on whether you prioritise income, safety or value.
Which has a higher dividend yield, TSM or YMM?
YMM has the higher forward dividend yield at 2.96%, versus 0.87% for TSM.
Is TSM or YMM safer?
TSM has the higher dividend-safety score (68/100 vs 50/100), reflecting stronger payout coverage and dividend-growth history.
Is TSM or YMM better value right now?
As of Oct 22, 2026, YMM looks like the better value: its fair-value estimate is 26% above its share price (undervalued). For TSM, its fair-value estimate is 7% below its share price.
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See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.