Intuit Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Intuit Inc. trades at $295 (market cap $79.62B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $403.82 (market cap $1.86T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 23.4× Intuit Inc.'s market cap, and Intuit Inc. pays the higher dividend (1.65%). Which is the better fit depends on your goals.
| INTU | TSM | |
|---|---|---|
Market Cap | $79.62B | $1.86T |
Sector | Technology | Technology |
52-Week High | $807.39 | $477.57 |
52-Week Low | $255.07 | $227.33 |
Enterprise Value | $78.08B | $1.78T |
Dividend Yield | 1.65% | 0.95% |
Signals from Pluang's Aura AI — not financial advice
Intuit (INTU) trades at $291.09, down 1.26% on the day, with a bullish technical signal and strong fundamental performance. Recent quarters show consistent EPS beats, with Q1 2026 EPS at $12.80 versus $12.57 expected. Revenue grew to $18.83B in 2025, with a net income margin of 21.91%. However, the stock faces headwinds from multiple law firm investigations into securities fraud allegations related to TurboTax pricing, contributing to a 20% stock drop as reported by Forbes on June 2, 2026.
The outlook is mixed: strong earnings growth and a consensus price target of $422.88 suggest upside, but legal risks and investor sentiment pressure near-term performance. Analyst consensus is 71% buy, yet recent downgrades and fraud probes highlight volatility. Cash flow remains robust at $2.38B net in 2025, supporting the dividend, but competitive and regulatory risks require monitoring.
TSM trades at $406.03, up 1.92% today, with strong earnings momentum after beating Q2 2026 EPS estimates. The stock is in a bearish technical trend but shows robust fundamentals, including 44.56% net margin and 33.7% revenue growth in Q2 2026. Recent news highlights a $100 billion Arizona expansion to meet AI chip demand, though semiconductor sector volatility persists.
Outlook remains positive with a $547.50 analyst price target (35% upside), driven by AI growth and margin expansion. Risks include high capex, U.S. labor shortages, and sector-wide sell-offs. Institutional sentiment is bullish with 72% buy ratings, supporting long-term value despite near-term technical weakness.
Trailing returns across standard periods
Latest headlines on both assets
Intuit is a provider of small-business accounting software (QuickBooks), personal tax solutions (TurboTax), and professional tax offerings (Lacerte). Founded in the mid-1980s, Intuit controls the majority of U.S. market share for small-business accounting and DIY tax-filing software.
Read more on INTU →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 →