Compare EPAM Systems Inc (EPAM) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
EPAM Systems Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? EPAM Systems Inc trades at $101.43 (market cap $5.17B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $429.62 (market cap $1.94T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 375.2× EPAM Systems Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.88% dividend while EPAM Systems Inc pays none. Which is the better fit depends on your goals.
| EPAM | TSM | |
|---|---|---|
Market Cap | $5.17B | $1.94T |
Sector | Technology | Technology |
52-Week High | $221.40 | $477.57 |
52-Week Low | $76.04 | $227.33 |
Enterprise Value | $4.54B | $1.87T |
Dividend Yield | — | 0.88% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
EPAM trades at $100.29, up 0.39% on the day, with a bearish technical signal from moving averages. The company reported Q2 2026 EPS of $3.38, beating estimates, but lowered full-year revenue guidance due to slower North American growth. Valuation ratios appear attractive with a P/E of 13.61 and P/S of 0.97. Cash flow from operations remains strong at $655 million in 2025.
The stock offers value with solid profitability and analyst consensus pointing to upside, but faces near-term headwinds from demand softness and technical pressure. Risks include execution on AI partnerships and macroeconomic sensitivity. The consensus price target of $117.27 suggests potential appreciation from current levels.
TSM trades at $430.49, up 2.0% in the past 24 hours, with a bullish technical signal and strong support at $427. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.31 surpassing expectations of $3.87. Revenue growth is accelerating, reaching $3.81 trillion in 2025, while net income margins expanded to 49.92%. Recent news highlights a joint venture with Sony for image sensor development and record July revenue growth of 44.7% year-over-year.
Outlook remains positive driven by AI demand and manufacturing expansion, with a consensus price target of $545.67 implying 27% upside. Risks include geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples like a P/E of 32.39. Institutional sentiment is strongly bullish, with 72% of analysts rating the stock a Buy.
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 EPAM Systems Inc
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →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 →
