Lemonade Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Lemonade Inc trades at $68.95 (market cap $5.18B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.95 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 362.9× Lemonade Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while Lemonade Inc pays none. Which is the better fit depends on your goals.
| LMND | TSM | |
|---|---|---|
Market Cap | $5.18B | $1.88T |
Sector | Financials | Technology |
52-Week High | $96.57 | $477.57 |
52-Week Low | $36.28 | $227.33 |
Enterprise Value | $5.01B | $1.81T |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
Lemonade (LMND) trades at $67.47, up 0.43% on the day, with a bullish technical signal from moving averages and RSI near oversold levels. Revenue growth is accelerating, reaching $738 million in 2025, while net losses are narrowing to -$166 million. Recent news highlights expansion into new states and reinsurance program improvements, supporting optimism for future profitability.
The outlook is mixed: strong top-line growth and path to EBITDA positivity offer upside, but persistent losses and high valuation multiples pose risks. Analyst consensus targets $69.60, with 33% buy ratings, reflecting cautious optimism amid execution challenges in the competitive insurance sector.
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.
Trailing returns across standard periods
Latest headlines on both assets
Lemonade Inc operates in the insurance industry. The company offers digital and artificial intelligence based platform for various insurances and for settling claims and paying premiums. The platform ensures transparency in issuing policies and settling disputes.
Read more on LMND →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 →