Compare Fortinet Inc (FTNT) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Fortinet Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Fortinet Inc trades at $191.88 (market cap $138.75B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $461.04 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 14.9× Fortinet Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Fortinet Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fortinet Inc for 72 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| FTNT | TSM | |
|---|---|---|
Market Cap | $138.75B | $2.07T |
Volume | 2,956,908 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $191.27 | $485.80 |
52-Week Low | $75.23 | $275.06 |
Typical Hold Time | 72 Days | 110 Days |
Enterprise Value | $135.17B | $1.99T |
Dividend Yield | — | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
FTNT trades at $189.28, down 1.04% on the day but near its 52-week high, with a bullish technical signal from moving averages. The company reported strong earnings beats in recent quarters, with Q3 2026 results pending. Revenue grew to $6.80B in 2025, supported by an 80.2% gross margin and robust cash flow from operations of $2.59B. Analyst sentiment is mixed, with 42% buy ratings but a consensus price target of $158.64 below the current price.
Outlook remains positive due to cybersecurity demand and AI-driven growth, but high valuation ratios (P/E of 66.82) pose risks. Competition and execution challenges could pressure margins. Institutional interest is strong, with recent position increases noted in SEC filings. The stock's momentum depends on continued earnings outperformance and market share gains in data center security.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Fortinet Inc
Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →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 →
