Alexandria Real Estate Equities Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Alexandria Real Estate Equities Inc trades at $48.5 (market cap $8.32B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.52 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 229.6× Alexandria Real Estate Equities Inc's market cap, and Alexandria Real Estate Equities Inc pays the higher dividend (5.96%). Which is the better fit depends on your goals.
| ARE | TSM | |
|---|---|---|
Market Cap | $8.32B | $1.91T |
Sector | Real Estate | Technology |
52-Week High | $87.45 | $477.57 |
52-Week Low | $40.41 | $227.33 |
Enterprise Value | $21.02B | $1.84T |
Dividend Yield | 5.96% | 0.91% |
Signals from Pluang's Aura AI — not financial advice
Alexandria Real Estate Equities (ARE) trades at $49.74, up 2.6% on the day, yet technical indicators signal a bearish trend with support near $47. The stock shows mixed fundamentals: a high P/E of 102.99 and negative net income margin of -37.12% contrast with strong FFO beats and a dividend payout. Recent Q2 2026 earnings missed on EPS but beat on FFO, with leasing momentum improving. Analyst consensus is a 'Hold' with a $53.71 price target, indicating modest upside potential amid operational challenges.
Outlook remains cautious due to persistent net losses and high debt, though leasing recovery and institutional interest offer hope. Risks include occupancy pressures and macroeconomic headwinds, but the current discount to book value (P/B 0.55) may attract value investors if operational trends stabilize.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Alexandria Real Estate Equities Inc is an urban office real estate investment trust (REIT). It is engaged in the business of providing space for lease to life science, agtech, and technology tenants. The company has established a significant market presence in key locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. Alexandria has a longstanding and proven track record of developing Class A properties clustered in urban life science, agtech, and technology campuses that provide tenants with highly dynamic and collaborative environments. Alexandria also provides strategic capital to transformative life science, agtech, and technology companies through venture capital platform.
Read more on ARE →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 →