Head-to-head · free
Microsoft vs Taiwan Semiconductor Manufacturing
MSFT vs TSM — return on capital, cash generation, margins and balance sheet side by side.
MSFT
2 / 10
measures where MSFT leads
TSM
8 / 10
measures where TSM leads
A simple count of which company scores better on each measure — not a recommendation to buy or sell.
| Measure | MSFT · FY2026 | TSM · FY2025 |
|---|---|---|
| Revenue | $331.8B | $3.85T |
| Net income | $133.7B | $1.74T |
| Revenue growth (yearly, multi-year) | 13.7% | 24.8% |
| Free cash flow | $67.0B | $992.4B |
| Free cash flow margin | 20.2% | 25.8% |
| Net cash / (debt) | (107.9B) | $1.70T |
| ROIC | 27.5% | 26.3% |
| Return on equity | 34.0% | 35.4% |
| Gross margin | 67.9% | 59.9% |
| Operating margin | 46.8% | 50.8% |
| Net debt / EBITDA | 0.10x | — |
Figures are as reported by each company; latest fiscal year shown.
Where Microsoft's cash went (FY2026)
- Capital spending
- $115.9B
- Buybacks
- $22.3B
- Dividends
- $26.4B
- Acquisitions
- $1.7B
- Net debt issued / (repaid)
- (3.0B)
Where Taiwan Semiconductor Manufacturing's cash went (FY2025)
- Capital spending
- $1.28T
- Buybacks
- $0
- Dividends
- $466.8B
- Acquisitions
- $0
- Net debt issued / (repaid)
- $40.9B
Ask which business is stronger
"Which one reinvests at higher returns?" "Who carries more risk in its filings?" Get answers drawn straight from both companies' filings.
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