Compare A O Smith Corp (AOS) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $429.35 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 223.1× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| AOS | TSM | |
|---|---|---|
Market Cap | $8.65B | $1.93T |
Sector | Industrials | Technology |
52-Week High | $80.47 | $477.57 |
52-Week Low | $55.78 | $227.33 |
Enterprise Value | $9.15B | $1.85T |
Dividend Yield | 2.26% | 0.9% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
A. O. Smith Corporation (AOS) trades at $62.47, showing modest daily gains. The stock exhibits a bullish technical trend with strong moving average signals, though RSI levels suggest potential near-term overbought conditions. Fundamentally, the company maintains solid profitability with a net income margin of 13.15% and ROE of 27.13%, supported by consistent revenue around $3.8 billion. Recent Q2 2026 earnings beat expectations, but Q1 2026 was a miss, reflecting some volatility. A quarterly dividend of $0.36 provides income appeal.
The outlook for AOS is cautiously optimistic, with a consensus price target of $67.25 implying upside potential. Strengths include robust cash flow from operations and high return metrics. Key risks involve exposure to input cost pressures, competitive markets, and mixed quarterly earnings performance. Investor sentiment is balanced, with analyst ratings leaning Hold. The stock presents a value opportunity for those comfortable with industrial sector cyclicality.
Taiwan Semiconductor Manufacturing (TSM) trades at $432.11, up 3.26% today, with a bullish technical signal and strong earnings momentum after beating estimates for three consecutive quarters. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year (Bloomberg, 2026-08-10), driven by AI demand. The stock is supported by high profitability margins and a consensus analyst price target of $545.67, indicating significant upside potential.
The outlook remains positive given accelerating AI-driven revenue and expansion investments, but risks include geopolitical tensions in Taiwan and competitive pressures. Valuation multiples are elevated, with a P/E of 31.86, requiring sustained growth to justify current levels. Institutional sentiment is strongly bullish, with 72% of analysts rating the stock a buy.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
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About A O Smith Corp
A.O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, gas tankless, and electric water heaters. Supplementary products include water heating equipment, condensing and noncondensing boilers, and water system tanks. The company's two operating segments are by geographic region: North America (majority of total revenue) and the Rest of the World. A material portion of sales in North America derive from replacing existing products, and the company utilizes a wholesale distribution channel and multiple selling locations. The Rest of the World segment sells primarily to Asian countries and operates sales offices to expand distribution and market its product portfolio.
Read more on AOS →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 →
