Compare International Business Machines Corp (IBM) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
International Business Machines Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? International Business Machines Corp trades at $211.23 (market cap $200.20B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $422.37 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 9.4× International Business Machines Corp's market cap, and International Business Machines Corp pays the higher dividend (3.17%). Which is the better fit depends on your goals.
| IBM | TSM | |
|---|---|---|
Market Cap | $200.20B | $1.88T |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $477.57 |
52-Week Low | $211.20 | $227.33 |
Enterprise Value | $258.21B | $1.81T |
Dividend Yield | 3.17% | 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
IBM stock trades at $213.81, down 25% following disappointing Q2 2026 preliminary results that missed revenue and EPS estimates. The company maintains strong profitability with 58.4% gross margins and 15.6% net income margin, but faces execution challenges as customers shift spending toward AI infrastructure. Technical indicators show bearish momentum with support at $210 and resistance at $216, while analyst consensus remains positive with a $287.85 price target despite recent downgrades.
IBM's long-term fundamentals remain solid with consistent earnings beats and strong cash flow generation, but near-term headwinds from AI spending shifts create uncertainty. The stock offers value at current levels with attractive valuation multiples, though investors face execution risk and competitive pressure in the evolving AI landscape.
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 International Business Machines Corp
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →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 →
