Compare Airbnb, Inc. (ABNB) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Airbnb, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Airbnb, Inc. trades at $142.58 (market cap $88.31B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $436.08 (market cap $1.98T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 22.4× Airbnb, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.88% dividend while Airbnb, Inc. pays none. Which is the better fit depends on your goals.
| ABNB | TSM | |
|---|---|---|
Market Cap | $88.31B | $1.98T |
Sector | Consumer Cyclical | Technology |
52-Week High | $148.93 | $477.57 |
52-Week Low | $111.54 | $227.33 |
Enterprise Value | $78.84B | $1.90T |
Dividend Yield | — | 0.88% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Airbnb (ABNB) trades at $148.80, showing minimal daily movement with a slight decline of 0.09%. The stock maintains a bullish technical outlook with strong moving average signals and trades near pivot point resistance at $149. Fundamentally, the company demonstrates robust profitability with 82.9% gross margins and 19.9% net income margin, though recent quarters have seen earnings misses against expectations. Revenue growth continues with 2025 reaching $12.24 billion, supported by the company's asset-light model and global travel recovery.
The investment case balances strong fundamentals against valuation concerns, with a P/E of 36.5 suggesting premium pricing. Analyst consensus remains positive with a $161.80 price target, though recent earnings misses and CEO stock sales warrant monitoring. Key risks include travel demand sensitivity, competitive pressures, and execution of new initiatives like hotel expansion and AI development. The stock offers growth exposure to travel recovery but requires careful valuation assessment.
TSM trades at $432.57, down 0.37% on the day, with a bullish technical signal from moving averages and strong fundamental performance. The company reported Q1 2026 EPS of $3.49, beating expectations, and maintains robust profitability with a 46.5% net income margin. Revenue growth accelerated to $3.81 trillion in 2025, up from $2.89 trillion in 2024, driven by AI chip demand. Analyst consensus is strongly bullish with a $493.75 price target, and the stock is near its 52-week high.
Outlook remains positive given TSM's critical role in AI semiconductor manufacturing and consistent earnings beats, but risks include geopolitical tensions in Taiwan, valuation premiums, and competitive pressures from hyperscalers developing in-house chips. The stock's premium P/E of 39.27 requires sustained high growth to justify further upside.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
Top news
Latest headlines on both assets
About Airbnb, Inc.
Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.
Read more on ABNB →About Taiwan Semiconductor Mfg. Co. Ltd.
Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →
