Booking Holdings Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Booking Holdings Inc trades at $182.73 (market cap $135.49B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $421.43 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 14.5× Booking Holdings Inc's market cap, and Booking Holdings Inc pays the higher dividend (0.92%). Which is the better fit depends on your goals.
| BKNG | TSM | |
|---|---|---|
Market Cap | $135.49B | $1.96T |
Sector | Consumer Cyclical | Technology |
52-Week High | $231.02 | $477.57 |
52-Week Low | $154.13 | $227.33 |
Enterprise Value | $138.41B | $1.89T |
Dividend Yield | 0.92% | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Booking Holdings (BKNG) trades at $175.80, down 1.45% on the day, with a bearish technical signal but strong fundamentals including a 22.23% net income margin and consistent revenue growth. Recent earnings show mixed results with a Q1 2026 beat but a Q4 2025 miss, while analyst consensus remains strongly bullish with a $220.88 price target. The company maintains robust cash flow from operations at $9.41B for 2025 and continues to innovate in travel services, as highlighted by recent OpenTable initiatives.
The outlook for BKNG is positive based on solid profitability and growth prospects, though risks include high debt levels with a 64.02% debt-to-asset ratio and competitive pressures. Investment opportunity lies in its dominant market position and earnings potential, but investors should monitor execution risks and macroeconomic factors affecting travel demand.
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.
Trailing returns across standard periods
Latest headlines on both assets
Booking is the world's largest online travel agency by revenue, offering booking and payment services for hotel and alternative accommodation rooms, airline tickets, rental cars, restaurant reservations, cruises, experiences, and other vacation packages. The company operates a number of branded travel booking sites, including Booking.com, Agoda, OpenTable, and Rentalcars.com, and has expanded into travel media with the acquisitions of Kayak and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
Read more on BKNG →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 →