Expeditors International of Wshngtn Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Expeditors International of Wshngtn Inc trades at $193.74 (market cap $24.81B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.5 (market cap $2.11T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 85× Expeditors International of Wshngtn Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.86%). Which is the better fit depends on your goals — on Pluang, investors hold Expeditors International of Wshngtn Inc for 43 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| EXPD | TSM | |
|---|---|---|
Market Cap | $24.81B | $2.11T |
Volume | 832,787 | 7,260,136 |
Sector | Industrials | Technology |
52-Week High | $194.12 | $485.80 |
52-Week Low | $113.13 | $275.06 |
Typical Hold Time | 43 Days | 110 Days |
Enterprise Value | $24.34B | $2.03T |
Dividend Yield | 0.85% | 0.86% |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $190.85, down 0.5% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $2.03 surpassing the $1.69 estimate. Revenue for 2025 reached $11.07 billion, with a net income margin of 7.63% and robust ROE of 42.6%. Recent news highlights efficiency initiatives and resilient airfreight demand as positive catalysts.
The outlook is mixed; solid profitability and earnings momentum support upside, but the stock trades above the consensus price target of $179.43, with analysts predominantly neutral (63.64% Hold). Key risks include freight market volatility and execution challenges. Institutional activity shows mixed signals, with some firms increasing stakes while others reduce positions.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →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 →