Compare Hewlett Packard Enterprise Co (HPE) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Hewlett Packard Enterprise Co vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Hewlett Packard Enterprise Co trades at $45.59 (market cap $59.01B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $417.2 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 31.9× Hewlett Packard Enterprise Co's market cap, and Hewlett Packard Enterprise Co pays the higher dividend (1.28%). Which is the better fit depends on your goals.
| HPE | TSM | |
|---|---|---|
Market Cap | $59.01B | $1.88T |
Sector | Technology | Technology |
52-Week High | $56.14 | $477.57 |
52-Week Low | $19.81 | $227.33 |
Enterprise Value | $74.96B | $1.81T |
Dividend Yield | 1.28% | 0.94% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
HPE trades at $44.95, down 1.9% today, with a bearish technical signal despite recent earnings beats. The stock shows strong AI infrastructure momentum with a record $6.3 billion backlog, though 2025 net income declined sharply to $57 million. Valuation metrics include a P/E of 42.8 and P/S of 1.6, while analyst consensus favors a Buy rating with a $69.69 price target representing 55% upside potential.
HPE's transformation into an AI infrastructure leader presents significant growth opportunity, supported by strong enterprise demand and improving cash flow projections. Key risks include competitive pressure in AI hardware, execution challenges with Juniper integration, and volatile cash flow patterns. The current valuation appears reasonable given AI growth prospects despite near-term profitability concerns.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
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About Hewlett Packard Enterprise Co
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →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 →
