J B Hunt Transport Services Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.36 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 76.5× J B Hunt Transport Services Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.91%). Which is the better fit depends on your goals.
| JBHT | TSM | |
|---|---|---|
Market Cap | $24.98B | $1.91T |
Sector | Industrials | Technology |
52-Week High | $298.41 | $477.57 |
52-Week Low | $130.65 | $227.33 |
Enterprise Value | $26.12B | $1.84T |
Dividend Yield | 0.68% | 0.91% |
Signals from Pluang's Aura AI — not financial advice
JBHT trades at $268.52, up 0.48% today, with a bearish technical signal but strong fundamentals. The stock shows consistent earnings beats, with Q2 2026 EPS of $1.91 exceeding the $1.74 estimate. Revenue trends have stabilized around $12B annually, while net income margin improved to 5.31% in 2025. Analyst consensus is bullish with a $299.82 price target, supported by institutional buying and positive news on intermodal demand growth.
Outlook is positive due to earnings momentum and sector tailwinds, but risks include economic sensitivity and high P/E of 38.18. The stock offers growth potential with manageable volatility, appealing for investors seeking transportation exposure.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (45% of sales in 2021).
Read more on JBHT →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 →