Chipotle Mexican Grill, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Chipotle Mexican Grill, Inc. trades at $32.31 (market cap $40.49B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.67 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 47.7× Chipotle Mexican Grill, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Chipotle Mexican Grill, Inc. pays none. Which is the better fit depends on your goals.
| CMG | TSM | |
|---|---|---|
Market Cap | $40.49B | $1.93T |
Sector | Consumer Cyclical | Technology |
52-Week High | $44.04 | $477.57 |
52-Week Low | $28.17 | $227.33 |
Enterprise Value | $45.24B | $1.85T |
Dividend Yield | — | 0.9% |
Trailing returns across standard periods
Latest headlines on both assets
Chipotle Mexican Grill is the largest fast-casual chain restaurant in the United States, with systemwide sales of $7.5 billion in 2021. The Mexican concept is entirely company-owned, with a footprint of more than 3,000 stores, heavily indexed to the United States (though the firm maintains a small presence in Canada, the U.K., France, and Germany). Chipotle sells burritos, burrito bowls, tacos, quesadillas, and beverages, with a selling proposition built around competitive prices, high-quality food sourcing, speed of service, and convenience. The company generates its revenue entirely from restaurant sales and delivery fees.
Read more on CMG →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 →