Compare Alibaba Group (BABA) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Alibaba Group vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Alibaba Group trades at $116.9 (market cap $270.95B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.35 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 7.2× Alibaba Group's market cap, and Alibaba Group pays the higher dividend (0.93%). Which is the better fit depends on your goals.
| BABA | TSM | |
|---|---|---|
Market Cap | $270.95B | $1.96T |
Volume | 18,069,938 | — |
Sector | Consumer Cyclical | Technology |
52-Week High | $189.34 | $477.57 |
52-Week Low | $94.83 | $227.33 |
Enterprise Value | $265.77B | $1.89T |
Dividend Yield | 0.93% | 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
Alibaba (BABA) trades at $112.35, up 0.02% on the day, with a bullish technical signal and strong analyst consensus. Recent earnings misses contrast with robust fundamentals: revenue grew to $996.35B in 2025, net income margin expanded to 13.05%, and valuation ratios like P/E of 17.36 appear reasonable. The stock faces headwinds from securities investigations but benefits from AI-driven optimism in cloud growth.
Outlook remains positive given Wall Street's $195 price target and 86% buy ratings, though risks include legal overhangs and earnings volatility. AI and cloud initiatives offer growth catalysts, but investors should monitor regulatory developments and quarterly execution against expectations.
TSM trades at $421.58, down 2.89% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Revenue grew to $3.81 trillion in 2025, with a net income margin of 46.5%. Analysts maintain a strong buy consensus with a $493.75 price target, citing AI-driven demand.
Outlook remains positive due to robust AI chip demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with support from institutional sentiment, though near-term volatility may persist around earnings.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Alibaba Group
Alibaba Group Holding Limited operates as a holding company. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.
Read more on BABA →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 →
