Barclays PLC vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Barclays PLC trades at $27.87 (market cap $94.10B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $422.76 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 20.3× Barclays PLC's market cap, and Barclays PLC pays the higher dividend (2.18%). Which is the better fit depends on your goals.
| BCS | TSM | |
|---|---|---|
Market Cap | $94.10B | $1.91T |
Sector | Financials | Technology |
52-Week High | $28.56 | $477.57 |
52-Week Low | $19.36 | $227.33 |
Dividend Yield | 2.18% | 0.91% |
Enterprise Value | — | $1.84T |
Signals from Pluang's Aura AI — not financial advice
Barclays PLC (BCS) trades at $27.93, down 0.89% on the day, with a bullish technical signal from moving averages but neutral oscillators. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.90 exceeding the $0.89 estimate. Revenue grew to $29.14 billion in 2025, with a net income margin of 25.51%. Analyst consensus is 68% buy, though recent news highlights a securities class action investigation.
The outlook for BCS is positive given earnings momentum and a low P/E of 10.73, but risks include the legal investigation and rising costs noted in Q2 2026. Investment opportunity lies in valuation discount and dividend yield, while sentiment is mixed due to near-term headwinds.
TSM stock trades at $420.04, up 0.44% today, with a bullish technical signal from moving averages and strong fundamentals including 44.56% net income margin in 2025. Recent July 2026 revenue surged 45% year-over-year to $14.5 billion (CNBC, 2026-08-10), reflecting robust AI demand. The company is expanding with a $64 billion investment (Benzinga, 2026-08-10) and a joint $6.3 billion image sensor venture with Sony (Reuters, 2026-08-09).
Outlook remains positive due to AI-driven growth and analyst consensus of $544 price target, but risks include high valuation (P/E 36.86) and geopolitical tensions. Earnings beat expectations in Q2 2026 with EPS of $4.31 versus $3.87 forecast, supporting upside potential.
Trailing returns across standard periods
Latest headlines on both assets
Barclays is a universal bank headquartered in the United Kingdom. It operates via two principal segments
Read more on BCS →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 →