Compare Datadog Inc (DDOG) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Datadog Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Datadog Inc trades at $279 (market cap $98.31B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $461.18 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 21.1× Datadog Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Datadog Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Datadog Inc for 76 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| DDOG | TSM | |
|---|---|---|
Market Cap | $98.31B | $2.07T |
Volume | 2,936,660 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $288.15 | $485.80 |
52-Week Low | $102.62 | $275.06 |
Typical Hold Time | 76 Days | 110 Days |
Enterprise Value | $94.61B | $1.99T |
Dividend Yield | — | 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
Datadog (DDOG) trades at $271.34, down 2.48% on the day, but maintains a bullish technical outlook with strong support near $269. The company continues to deliver robust revenue growth, reaching $3.43B in 2025, and has beaten earnings estimates for three consecutive quarters. Analyst sentiment remains overwhelmingly positive with a consensus price target of $276.10, though high valuation multiples like a P/E of 547.6 signal premium pricing. Recent news highlights accelerating AI and enterprise customer expansion as key growth drivers.
The outlook for DDOG is favorable given its consistent earnings beats and strategic positioning in cloud observability and AI infrastructure. However, investors face risks from elevated valuations, negative net cash flow, and competitive pressures in the cloud software sector. The stock's proximity to its consensus target suggests limited near-term upside, making execution on growth initiatives critical for further appreciation.
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 Datadog Inc
Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered as software-as-a-service, allows a client to monitor and analyze its entire IT infrastructure. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of different applications throughout their businesses.
Read more on DDOG →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 →
