American States Water Company vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? American States Water Company trades at $87.54 (market cap $3.47B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $431.22 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 556.2× American States Water Company's market cap, and American States Water Company pays the higher dividend (2.49%). Which is the better fit depends on your goals.
| AWR | TSM | |
|---|---|---|
Market Cap | $3.47B | $1.93T |
Sector | Utilities | Technology |
52-Week High | $89.28 | $477.57 |
52-Week Low | $70.10 | $227.33 |
Enterprise Value | $4.37B | $1.85T |
Dividend Yield | 2.49% | 0.9% |
Signals from Pluang's Aura AI — not financial advice
American States Water (AWR) trades at $87.45, up 1.02% with a bullish technical outlook. The company reported strong Q2 2026 earnings of $1.09 per share, beating estimates, driven by water rate increases and revenue growth of 11.2%. Profitability remains robust with a 20.52% net income margin and ROE of 13.62%. Recent news highlights AWR's 71-year dividend growth streak and inclusion in TIME's America's Best Companies 2026 list.
AWR offers stable income with consistent dividend growth but faces valuation concerns at 23.92 P/E. Analyst consensus is cautious with 50% hold ratings. Key risks include regulatory dependence and competitive pressures. The stock presents a defensive play with reliable dividends but limited near-term upside given current multiples.
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.
Trailing returns across standard periods
Latest headlines on both assets
American States Water provides water and electric services to over one million people in the U.S. It also manages water and wastewater systems for various military bases under long-term privatization contracts.
Read more on AWR →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 →