Compare Delta Air Lines, Inc. (DAL) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Delta Air Lines, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Delta Air Lines, Inc. trades at $80.61 (market cap $54.02B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.86 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 38.3× Delta Air Lines, Inc.'s market cap, and Delta Air Lines, Inc. pays the higher dividend (1.05%). Which is the better fit depends on your goals — on Pluang, investors hold Delta Air Lines, Inc. for 97 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| DAL | TSM | |
|---|---|---|
Market Cap | $54.02B | $2.07T |
Volume | 9,632,845 | 13,244,224 |
Sector | Industrials | Technology |
52-Week High | $93.66 | $485.80 |
52-Week Low | $55.65 | $275.06 |
Typical Hold Time | 97 Days | 110 Days |
Enterprise Value | $69.34B | $1.99T |
Dividend Yield | 1.05% | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Delta Air Lines (DAL) trades at $82.97, down 0.82% on the day, with a bearish technical signal despite strong fundamentals. The company has beaten earnings estimates for three consecutive quarters and maintains solid profitability with 5.78% net margin and 20.12% ROE. Recent news highlights competitive pressures from United and American Airlines' customer poaching efforts and Elon Musk's criticism over Delta's Wi-Fi provider choice.
DAL presents a compelling value opportunity with a P/E of 13.62 below industry averages and strong analyst consensus (82% buy ratings) targeting $103.36. However, rising fuel costs, competitive threats to premium customers, and bearish technical indicators create near-term headwinds. The upcoming Q3 earnings report on October 9 will be crucial for validating the company's margin resilience.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Delta Air Lines, Inc.
Atlanta-based Delta Air Lines is one of the world's largest airlines, with a network of over 300 destinations in more than 50 countries. Delta operates a hub-and-spoke system network, where it gathers and distributes passengers across the globe through key locations such as Atlanta, New York, Salt Lake City, Detroit, Seattle, and Minneapolis-St. Paul. Delta's sale of frequent flier miles, particularly to American Express, is a major driver of the firm's profits.
Read more on DAL →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
