Capital One Financial Corp. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Capital One Financial Corp. trades at $219.37 (market cap $134.33B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.7 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 14.2× Capital One Financial Corp.'s market cap, and Capital One Financial Corp. pays the higher dividend (1.46%). Which is the better fit depends on your goals.
| COF | TSM | |
|---|---|---|
Market Cap | $134.33B | $1.91T |
Sector | Financials | Technology |
52-Week High | $257.94 | $477.57 |
52-Week Low | $176.10 | $227.33 |
Dividend Yield | 1.46% | 0.91% |
Enterprise Value | — | $1.84T |
Signals from Pluang's Aura AI — not financial advice
Capital One Financial (COF) trades at $217.76, down 1.02% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $251.60. Recent Q2 2026 earnings beat expectations with EPS of $5.81 versus $4.79 expected, driven by strong revenue growth and integration progress with Discover Financial. The stock shows a P/E of 12 and net income margin of 16.96%, reflecting solid valuation and profitability metrics amid ongoing business expansion.
The outlook for COF is positive, supported by earnings momentum, synergy capture from the Discover acquisition, and analyst optimism. Key risks include integration execution, credit loss provisions, and macroeconomic pressures on consumer lending. With 63% of analysts rating it a buy, the stock presents a growth opportunity tempered by sector-specific challenges.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial's credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
Read more on COF →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 →