Compare Dell Technologies Inc (DELL) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Dell Technologies Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Dell Technologies Inc trades at $462.49 (market cap $295.64B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $424.98 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 6.6× Dell Technologies Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.9%). Which is the better fit depends on your goals.
| DELL | TSM | |
|---|---|---|
Market Cap | $295.64B | $1.96T |
Sector | Technology | Technology |
52-Week High | $466.02 | $477.57 |
52-Week Low | $111.10 | $227.33 |
Enterprise Value | $315.22B | $1.89T |
Dividend Yield | 0.55% | 0.9% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $426.9, down 1.87% on the day, but remains in a bullish technical trend with strong fundamental momentum. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $4.86 significantly exceeding the $2.96 forecast. Revenue for 2025 reached $95.57 billion, with a net income margin improving to 4.8%. Analyst sentiment is overwhelmingly positive, with a consensus price target of $487.06, suggesting substantial upside from current levels.
The outlook for DELL is favorable, driven by its position in AI infrastructure and partnerships with leaders like Nvidia. Key opportunities include projected revenue growth to $134 billion in 2026 and expanding profitability. Risks involve competitive pressures in the PC market, memory chip supply constraints, and macroeconomic sensitivity. The stock presents a compelling growth story, but investors should weigh execution risks against the strong analyst conviction.
TSM trades at $421.58, down 2.89% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Revenue grew to $3.81 trillion in 2025, with a net income margin of 46.5%. Analysts maintain a strong buy consensus with a $493.75 price target, citing AI-driven demand.
Outlook remains positive due to robust AI chip demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with support from institutional sentiment, though near-term volatility may persist around earnings.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Dell Technologies Inc
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →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 →
