Intuitive Surgical, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Intuitive Surgical, Inc. trades at $425.67 (market cap $146.76B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 14.1× Intuitive Surgical, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Intuitive Surgical, Inc. for 84 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| ISRG | TSM | |
|---|---|---|
Market Cap | $146.76B | $2.07T |
Volume | 2,529,814 | 13,244,224 |
Sector | Health | Technology |
52-Week High | $592.85 | $485.80 |
52-Week Low | $332.02 | $275.06 |
Typical Hold Time | 84 Days | 110 Days |
Enterprise Value | $141.54B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Intuitive Surgical (ISRG) trades at $424.58, up 2.43% with strong bullish momentum. The stock shows robust fundamentals with revenue growing from $6.2B in 2022 to $10.1B in 2025 and net profit margins exceeding 28%. Recent earnings consistently beat expectations, with Q2 2026 EPS of $2.80 surpassing the $2.48 forecast. Technical indicators show bullish moving averages with support at $410 and resistance at $419. Analyst consensus remains strongly positive with 70% buy ratings and a $480.78 price target.
ISRG maintains a dominant position in robotic surgery with expanding international growth offsetting China headwinds. The primary investment opportunity lies in continued procedure growth and da Vinci 5 adoption, though risks include competitive pressures and affordability concerns. With strong cash flow generation and institutional support, the stock presents upside potential despite premium valuations.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
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Latest headlines on both assets
Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed nearly 7,000 da Vinci systems in hospitals worldwide, with more than 4,000 installations in the United States and a growing number in emerging markets.
Read more on ISRG →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 →