Coinbase Global, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Coinbase Global, Inc. trades at $163.81 (market cap $42.55B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $416.74 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 46.1× Coinbase Global, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Coinbase Global, Inc. pays none. Which is the better fit depends on your goals.
| COIN | TSM | |
|---|---|---|
Market Cap | $42.55B | $1.96T |
Sector | Technology | Technology |
52-Week High | $419.78 | $477.57 |
52-Week Low | $141.09 | $227.33 |
Enterprise Value | $39.83B | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
COIN trades at $157.37, down 1.07% on the day, with bearish technical signals from moving averages and a neutral RSI. The company reported mixed Q1 2026 earnings, missing estimates, but maintains strong revenue growth with 2025 revenue of $7.18 billion and net income of $1.26 billion. Recent news highlights regulatory developments and a leadership transition, with the Chief Legal Officer stepping down in July 2026.
The stock presents a high-risk opportunity with Wall Street analysts maintaining a bullish consensus price target of $228.62, implying significant upside. Key risks include earnings volatility, regulatory uncertainty, and competitive pressures. Investors should weigh the company's solid cash flow generation against its elevated valuation multiples and recent earnings misses.
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
Coinbase Global, Inc. is a regulated cryptocurrency company that provides customers around the world with a platform for buying, selling, transferring, and storing digital assets. The Company offers a variety of products and services that enable individuals, businesses, and developers to participate in the cryptoeconomy.
Read more on COIN →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 →