Robinhood Markets, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Robinhood Markets, Inc. trades at $107.17 (market cap $89.13B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $418.01 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 21.1× Robinhood Markets, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while Robinhood Markets, Inc. pays none. Which is the better fit depends on your goals.
| HOOD | TSM | |
|---|---|---|
Market Cap | $89.13B | $1.88T |
Sector | Technology | Technology |
52-Week High | $152.46 | $477.57 |
52-Week Low | $65.16 | $227.33 |
Enterprise Value | $90.33B | $1.81T |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
Robinhood Markets (HOOD) trades at $99.41, down 0.55% on the day, with technical indicators showing a bearish short-term trend. The stock has strong fundamentals, including 2025 revenue of $4.47 billion and net income of $1.88 billion, with a net margin of 42.09%. Recent news highlights institutional selling and CFO share disposals, but analyst consensus remains bullish with a $113.21 price target. Cash flow improved significantly in 2025 to $1.20 billion net.
The outlook for HOOD is mixed: strong profitability and growth support upside potential, but near-term technical weakness and insider selling pose risks. Investors should weigh robust financials against market sentiment and competitive pressures in the fintech sector.
TSM is trading at $401.43, up 0.77% today, amid a bearish technical signal but strong fundamental performance. The company reported robust Q2 2026 earnings, beating estimates with 33.7% revenue growth, and announced a $100 billion expansion in Arizona to capitalize on AI chip demand. Valuation ratios like a P/E of 29.81 and P/S of 14.88 reflect premium pricing, while profitability remains high with a net margin of 49.92%.
The outlook is positive due to sustained AI-driven demand and strategic investments, but risks include sector volatility and execution challenges in expansion. Analyst consensus is strongly bullish with a $547.50 price target, suggesting significant upside potential from current levels.
Trailing returns across standard periods
Latest headlines on both assets
Robinhood Markets, Inc. operates a financial services platform. The Company offers brokerage and cash management applications such as stocks, exchange-traded funds, options, and cryptocurrency. Robinhood Markets serves clients in the United States.
Read more on HOOD →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 →