J B Hunt Transport Services Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? J B Hunt Transport Services Inc trades at $267 (market cap $24.92B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $432.48 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 77.4× J B Hunt Transport Services 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.
| JBHT | TSM | |
|---|---|---|
Market Cap | $24.92B | $1.93T |
Sector | Industrials | Technology |
52-Week High | $298.41 | $477.57 |
52-Week Low | $130.65 | $227.33 |
Enterprise Value | $26.06B | $1.85T |
Dividend Yield | 0.68% | 0.9% |
Signals from Pluang's Aura AI — not financial advice
JBHT stock trades at $266.14, down 0.89% on the day, with a bearish technical signal but strong fundamental performance. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue trends show stabilization after a decline from 2022 peaks, while profitability metrics like ROE at 18.45% and net margin at 5.31% reflect efficient operations. Recent news highlights the company's 65th anniversary and partnerships to enhance freight technology.
The outlook is positive with a consensus price target of $299.82, implying 12.6% upside, supported by analyst buy ratings (57.78%). Risks include economic sensitivity impacting freight demand and competitive pressures. Earnings execution and intermodal demand recovery are key catalysts for stock appreciation.
TSM trades at $418.47, down 0.37% on the day, with a bullish technical signal from moving averages. The stock has consistently beaten earnings estimates, with Q2 2026 EPS of $4.31 surpassing the $3.87 forecast. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year, driven by strong AI demand. Valuation ratios are elevated, with a P/E of 31.86 and P/S of 15.91, reflecting high growth expectations. Analysts maintain a strong buy consensus with a $545.67 price target.
The outlook for TSM is positive, supported by accelerating revenue growth, expanding profit margins, and strategic investments in AI and joint ventures. Key risks include high valuation multiples, competitive pressures, and geopolitical factors. The stock offers significant upside to the consensus target, but investors should monitor execution on capacity expansion and demand sustainability.
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 →