Etsy Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Etsy Inc trades at $75.27 (market cap $6.90B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.39 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 300× Etsy Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Etsy Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| ETSY | TSM | |
|---|---|---|
Market Cap | $6.90B | $2.07T |
Volume | 2,923,867 | 13,244,224 |
Sector | Consumer Cyclical | Technology |
52-Week High | $87.03 | $485.80 |
52-Week Low | $44.05 | $275.06 |
Typical Hold Time | 67 Days | 110 Days |
Enterprise Value | $8.85B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $71.49, up 0.14% with a bearish technical signal despite recent earnings beats. The company maintains strong gross margins at 71.4% but faces declining net income margins from 10.79% in 2024 to 5.65% in 2025. Recent positive developments include AI integration initiatives and payment partnership renewals, while technical indicators show resistance near $72-$74 levels.
Wall Street maintains a bullish consensus with 53% buy ratings and $85.94 price target, representing 20% upside potential. However, negative shareholder equity and high debt levels pose significant balance sheet risks. The stock's valuation appears reasonable at 23.78 P/E, but execution on AI initiatives and margin stabilization will be critical for sustained growth.
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.
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Etsy operates a top-10 e-commerce marketplace operator in the U.S. and the U.K., with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $13.5 billion in 2021 consolidated gross merchandise volume, the firm has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. As of the end of 2021, the firm connected more than 96 million buyers and more than 7.5 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), Elo7 (crafts in Brazil), and Depop (clothing resale).
Read more on ETSY →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 →