Compare Constellation Energy Corporation (CEG) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Constellation Energy Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Constellation Energy Corporation trades at $257.84 (market cap $91.57B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.02 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 21.4× Constellation Energy Corporation's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.9%). Which is the better fit depends on your goals.
| CEG | TSM | |
|---|---|---|
Market Cap | $91.57B | $1.96T |
Sector | Energy | Technology |
52-Week High | $403.95 | $477.57 |
52-Week Low | $236.50 | $227.33 |
Enterprise Value | $113.24B | $1.89T |
Dividend Yield | 0.67% | 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
Constellation Energy (CEG) trades at $257.57, up 2.46% today, showing strong momentum despite a bearish technical signal. The stock benefits from robust fundamentals with 2025 revenue of $25.53B and net income of $2.32B, supported by a 70% analyst buy rating and consensus price target of $343.50. Recent news highlights CEG's strategic positioning to capitalize on rising AI-driven electricity demand and nuclear power resurgence.
The outlook remains positive with CEG positioned as a key beneficiary of growing electricity demand from AI and data centers. Investment opportunities include strong earnings growth projections and favorable valuation metrics. Risks include execution challenges in capacity expansion and potential regulatory changes affecting utility operations.
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 Constellation Energy Corporation
Constellation is the largest producer of carbon-free energy in the U.S. and a leading nuclear power plant operator. It provides sustainable electricity to millions of residential, public, and industrial customers.
Read more on CEG →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 →
