CSX Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? CSX Corporation trades at $47.3 (market cap $87.70B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.19 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 23.6× CSX Corporation's market cap, and CSX Corporation pays the higher dividend (1.18%). Which is the better fit depends on your goals — on Pluang, investors hold CSX Corporation for 55 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| CSX | TSM | |
|---|---|---|
Market Cap | $87.70B | $2.07T |
Volume | 6,980,781 | 13,244,224 |
Sector | Industrials | Technology |
52-Week High | $53.21 | $485.80 |
52-Week Low | $33.68 | $275.06 |
Typical Hold Time | 55 Days | 110 Days |
Enterprise Value | $105.66B | $1.99T |
Dividend Yield | 1.18% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
CSX trades at $47.26, up 0.96% with a bullish technical signal. The stock shows strong profitability with 22.21% net margin and 24.37% ROE, though revenue declined to $14.09B in 2025. Recent Q2 2026 earnings beat expectations at $0.54 vs $0.518. Analyst consensus is bullish with 58.69% buy ratings and $51.00 price target. The company maintains stable cash flow operations and recently announced a $0.14 dividend payable September 2026.
CSX presents a favorable investment case with strong fundamentals and analyst support, though valuation metrics appear elevated. Key risks include revenue pressure and competitive threats. The upcoming Q3 2026 earnings on October 21 will be critical for confirming the positive trend. Current levels offer potential upside to consensus targets but require monitoring of operational execution.
TSM trades at $453.31, down 4.0% over 24 hours, with a bullish technical signal from moving averages and strong support at $450. The company shows robust fundamentals, with Q2 2026 EPS of $4.22 beating estimates and revenue growth accelerating to $3.81T in 2025. Net income margin expanded to 49.92%, and cash flow from operations reached $2.27T, underscoring financial health.
Outlook remains positive driven by AI demand and pricing power, with a consensus price target of $578.43 implying 28% upside. Risks include geopolitical tensions and high valuation multiples, but analyst sentiment is strongly bullish with 72% buy ratings, supporting long-term growth prospects for investors.
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Latest headlines on both assets
Operating in the Eastern United States, Class I railroad CSX generated revenue near $12.5 billion in 2021. On its more than 21,000 miles of track, CSX hauls shipments of coal (13% of consolidated revenue), chemicals (22%), intermodal containers (16%), automotive cargo (9%), and a diverse mix of other bulk and industrial merchandise.
Read more on CSX →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 →