Walt Disney Co vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Walt Disney Co trades at $103.4 (market cap $178.16B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $424.31 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 10.7× Walt Disney Co's market cap, and Walt Disney Co pays the higher dividend (1.45%). Which is the better fit depends on your goals.
| DIS | TSM | |
|---|---|---|
Market Cap | $178.16B | $1.91T |
Volume | 7,546,013 | — |
Sector | Media | Technology |
52-Week High | $118.86 | $477.57 |
52-Week Low | $92.40 | $227.33 |
Enterprise Value | $219.02B | $1.84T |
Dividend Yield | 1.45% | 0.91% |
Signals from Pluang's Aura AI — not financial advice
Disney (DIS) trades at $103.51, down 1.32% on the day, with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with four consecutive quarterly earnings beats, revenue growth to $94.43B in 2025, and improving profit margins. Recent news highlights advertising opportunities from major events and ongoing FCC regulatory challenges.
Outlook remains positive with analyst consensus target of $126 representing 22% upside potential. Key opportunities include streaming growth and theme park investments, while risks involve regulatory disputes and box office performance variability. Wall Street maintains strong buy sentiment with 62.5% of analysts recommending purchase.
TSM stock trades at $420.04, up 0.44% today, with a bullish technical signal from moving averages and strong fundamentals including 44.56% net income margin in 2025. Recent July 2026 revenue surged 45% year-over-year to $14.5 billion (CNBC, 2026-08-10), reflecting robust AI demand. The company is expanding with a $64 billion investment (Benzinga, 2026-08-10) and a joint $6.3 billion image sensor venture with Sony (Reuters, 2026-08-09).
Outlook remains positive due to AI-driven growth and analyst consensus of $544 price target, but risks include high valuation (P/E 36.86) and geopolitical tensions. Earnings beat expectations in Q2 2026 with EPS of $4.31 versus $3.87 forecast, supporting upside potential.
Trailing returns across standard periods
Latest headlines on both assets
The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →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 →