MS compared with TSM: revenue, margins and what each company keeps, and the suppliers and customers both name

MSMorgan Stanley

Mkt capRevenueRevenue

TSMTaiwan Semiconductor Manufacturing Co Ltd

Mkt capRevenueRevenue

Compare

MSMorgan Stanley

TSMTaiwan Semiconductor Manufacturing Co Ltd

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±3.4%▼−2.75%×0.82

Q2 FY26±3.8%▲+0.39%×0.11

Q1 FY26±2.9%▲+4.52%×1.55

Jan 15 '26±3.1%▲+5.78%×1.87

TSM

0 of 1at or beyond implied

Reportimpliedrealized× implied

Oct 15 '26±3.2%▼−1.80%×0.56

Jul 16 '26—▼−2.32%—

= impliedMS realized, solidTSM realized, hatchedOne scale, both sides: full bar = 6%× = |realized| ÷ impliedSource: market data

Apr 16 '26

—

▼−3.13%

—

Jan 15 '26—▲+4.44%—

MSMorgan Stanley

181.62▼−0.45%· post 181.74

Mkt cap$283.6BRevenue$20.3BQ3 FY26Revenue$70.6BFY25

TSMTaiwan Semiconductor Manufacturing Co Ltd

375.05▲+6.22%· post 378.50

ClosedNov 6 '26

Mkt cap$1.9TRevenue—Revenue—

Compare

ClosedNov 6 '26

MSMorgan Stanley

TSMTaiwan Semiconductor Manufacturing Co Ltd

181.62▼−0.45%post 181.74

Price

375.05▲+6.22%post 378.50

$283.6B

Mkt cap

$1.9T

Q3 FY26$20.3B

Revenue

—

FY25$70.6B

Revenue

—

MS181.62▼−0.45%vsTSM375.05▲+6.22%ClosedNov 6 '26