Howmet Aerospace Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Howmet Aerospace Inc trades at $282.1 (market cap $112.20B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $430.72 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 17.2× Howmet Aerospace Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.9%). Which is the better fit depends on your goals.
| HWM | TSM | |
|---|---|---|
Market Cap | $112.20B | $1.93T |
Sector | Industrials | Technology |
52-Week High | $291.28 | $477.57 |
52-Week Low | $171.00 | $227.33 |
Enterprise Value | $116.30B | $1.85T |
Dividend Yield | 0.2% | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Howmet Aerospace (HWM) trades at $281.63, down 0.73% on the day, with strong technical support at $279 and resistance at $285. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $1.33 exceeding expectations by 7.3%, driven by robust aerospace and defense demand. Analyst consensus remains strongly bullish with 84% buy ratings and a $334.63 price target, representing 19% upside potential.
Outlook remains positive with raised 2026 guidance and strong cash flow generation, though elevated valuation multiples (P/E 60.63) and significant capital expenditures present risks. The stock offers growth exposure to aerospace recovery but faces execution risks amid capacity expansion plans and supply chain challenges.
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.
Trailing returns across standard periods
Latest headlines on both assets
Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →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 →