Compare Caterpillar Inc (CAT) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Caterpillar Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Caterpillar Inc trades at $941.2 (market cap $429.03B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $428.96 (market cap $1.98T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 4.6× Caterpillar Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.9%). Which is the better fit depends on your goals.
| CAT | TSM | |
|---|---|---|
Market Cap | $429.03B | $1.98T |
Sector | Industrials | Technology |
52-Week High | $1.06K | $477.57 |
52-Week Low | $404.64 | $227.33 |
Enterprise Value | $468.02B | $1.90T |
Dividend Yield | 0.7% | 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
Caterpillar (CAT) trades at $933.34, down 2.0% on the day but up 51% year-to-date, reflecting strong momentum from AI-driven infrastructure demand. The company has beaten earnings estimates for three consecutive quarters, with Q1 2026 EPS of $5.54 surpassing expectations by 19%. Valuation metrics remain elevated with a P/E of 46.39 and P/S of 6.18, while profitability remains robust with a 13.33% net margin and 51.35% ROE. Technical indicators show neutral signals with support at $922 and resistance at $943.
Outlook remains positive with analyst consensus pointing to $1,020 price target (9% upside) and 55% buy ratings. Key opportunities include AI data center power demand generating $10.2B in generator sales, while risks include elevated valuation and cyclical exposure to economic conditions. The company's 32nd consecutive dividend increase expected in June supports income investors.
No Aura AI signal available yet.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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About Caterpillar Inc
Caterpillar Inc. designs, manufactures, and markets construction, mining, and forestry machinery. The Company also manufactures engines and other related parts for its equipment, and offers financing and insurance. Caterpillar distributes its products through a worldwide organization of dealers.
Read more on CAT →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 →
