Crowdstrike Holdings Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Crowdstrike Holdings Inc trades at $272.05 (market cap $269.31B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.07 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 7.7× Crowdstrike Holdings Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Crowdstrike Holdings Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Crowdstrike Holdings Inc for 97 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| CRWD | TSM | |
|---|---|---|
Market Cap | $269.31B | $2.07T |
Volume | 9,381,560 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $278.86 | $485.80 |
52-Week Low | $87.56 | $275.06 |
Typical Hold Time | 97 Days | 110 Days |
Enterprise Value | $265.11B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
CrowdStrike (CRWD) trades at $272.00, up 2.47% today and near its all-time highs, with strong technical momentum and bullish moving average signals. The company demonstrates impressive revenue growth, reaching $3.95 billion in 2025, though profitability remains volatile with a net income margin of -0.49%. Recent quarterly earnings have consistently beaten expectations, and analyst sentiment remains overwhelmingly positive with 76% buy ratings.
The outlook for CRWD remains favorable given strong cybersecurity demand and AI-driven growth opportunities, though elevated valuation multiples and competitive pressures present risks. Wall Street's consensus price target of $235.74 suggests potential downside from current levels, but continued execution on revenue growth and margin expansion could support further upside.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
CrowdStrike Holdings provides cybersecurity products and services aimed at protecting organizations from cyberthreats. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, identity protection, and log management. CrowdStrike went public in 2019 and serves customers worldwide.
Read more on CRWD →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 →