Check Point Software Technologies Ltd vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Check Point Software Technologies Ltd trades at $132.94 (market cap $13.97B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.34 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 140.3× Check Point Software Technologies Ltd's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Check Point Software Technologies Ltd pays none. Which is the better fit depends on your goals.
| CHKP | TSM | |
|---|---|---|
Market Cap | $13.97B | $1.96T |
Sector | Technology | Technology |
52-Week High | $223.00 | $477.57 |
52-Week Low | $112.47 | $227.33 |
Enterprise Value | $13.17B | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
CHKP trades at $134.32, up 1.99% today, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 38.37% net income margin and trades at a P/E of 13.82. Recent news highlights AI security partnerships and upcoming Q2 2026 earnings on July 30, 2026.
Outlook is mixed: analyst consensus targets $148.43 (10.5% upside) with 46% buy ratings, but technicals and insider sales pose risks. Key catalysts include AI integration progress and earnings results, while competition and sector volatility remain headwinds.
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
Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →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 →