Compare GXO Logistics Inc (GXO) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
GXO Logistics Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $431.76 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 359.4× GXO Logistics Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | TSM | |
|---|---|---|
Market Cap | $5.37B | $1.93T |
Sector | Industrials | Technology |
52-Week High | $65.59 | $477.57 |
52-Week Low | $45.52 | $227.33 |
Enterprise Value | $10.72B | $1.85T |
Dividend Yield | — | 0.9% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
Taiwan Semiconductor Manufacturing (TSM) trades at $432.11, up 3.26% today, with a bullish technical signal and strong earnings momentum after beating estimates for three consecutive quarters. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year (Bloomberg, 2026-08-10), driven by AI demand. The stock is supported by high profitability margins and a consensus analyst price target of $545.67, indicating significant upside potential.
The outlook remains positive given accelerating AI-driven revenue and expansion investments, but risks include geopolitical tensions in Taiwan and competitive pressures. Valuation multiples are elevated, with a P/E of 31.86, requiring sustained growth to justify current levels. 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
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About GXO Logistics Inc
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →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 →
