Commvault Systems Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Commvault Systems Inc trades at $153.06 (market cap $6.25B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $459.58 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 331.2× Commvault Systems Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Commvault Systems Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Commvault Systems Inc for 17 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| CVLT | TSM | |
|---|---|---|
Market Cap | $6.25B | $2.07T |
Volume | 632,727 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $176.52 | $485.80 |
52-Week Low | $75.18 | $275.06 |
Typical Hold Time | 17 Days | 110 Days |
Enterprise Value | $6.24B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Commvault Systems (CVLT) trades at $150.28, down 3.03% on the day, but maintains a bullish technical outlook with strong institutional support. The company shows robust earnings momentum with three consecutive quarterly beats and impressive profitability metrics including 81.09% gross margins and 32.77% ROE. Recent business developments include achieving AWS Data Competency and expanding FedRAMP High authorized services, positioning the company for continued growth in the cybersecurity resilience market.
CVLT presents a compelling growth story with strong fundamentals and positive analyst sentiment, though elevated valuation ratios (P/E 96.73, P/B 120.15) suggest premium pricing. The primary investment opportunity lies in the company's leadership in AI-era resilience solutions, while risks include valuation sensitivity and competitive pressures in the enterprise software space. Wall Street maintains a bullish stance with 54.55% buy ratings and a $156.55 consensus price target.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
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Commvault provides enterprise-grade data protection and information management software. Its platform helps businesses manage, back up, and recover data across on-premises, cloud, and hybrid environments.
Read more on CVLT →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 →