Compare BHP Billiton Limited (BHP) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
BHP Billiton Limited vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? BHP Billiton Limited trades at $85.03 (market cap $205.61B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.5 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 9.5× BHP Billiton Limited's market cap, and BHP Billiton Limited pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| BHP | TSM | |
|---|---|---|
Market Cap | $205.61B | $1.96T |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $477.57 |
52-Week Low | $50.37 | $227.33 |
Enterprise Value | $219.82B | $1.89T |
Dividend Yield | 3.15% | 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
BHP trades at $81.37, down 0.38% with neutral technical signals. The stock shows strong profitability with 18.97% net margin and 20.13% ROE, though recent earnings missed expectations in Q4 2025. Cash flow remains positive with $75M net in 2024, while debt-to-asset ratio increased to 17.65%. Recent news highlights labor strikes and a $2.3B writedown at the Jansen potash project.
Outlook is mixed: solid fundamentals and analyst buy ratings (22.58%) support potential upside, but near-term risks from operational disruptions and cost overruns may pressure shares. Investors should weigh strong cash generation against execution challenges under new leadership.
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 BHP Billiton Limited
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →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 →
