Lemonade Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Lemonade Inc trades at $51.36 (market cap $4.09B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $428.49 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 471.9× Lemonade Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Lemonade Inc pays none. Which is the better fit depends on your goals.
| LMND | TSM | |
|---|---|---|
Market Cap | $4.09B | $1.93T |
Sector | Financials | Technology |
52-Week High | $96.57 | $477.57 |
52-Week Low | $47.38 | $227.33 |
Enterprise Value | $3.95B | $1.85T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Lemonade (LMND) trades at $52.68, down 0.49% on the day, with technical indicators showing a bearish bias. The company reported Q2 2026 revenue growth of 79% year-over-year and has beaten EPS estimates for three consecutive quarters, yet remains unprofitable with a net income margin of -22.43% in 2025. Recent news highlights management's presentation at an Oppenheimer conference and ongoing expansion of renters insurance products.
The outlook is mixed; accelerating premium growth and a path to positive adjusted EBITDA by Q4 2026 offer upside potential, but high valuation multiples, persistent losses, and bearish technical signals present significant risks. Analyst consensus is evenly split, reflecting uncertainty around the profitability timeline.
TSM trades at $429.30, up 2.59% with a bullish technical signal, supported by strong earnings beats and robust revenue growth driven by AI demand. The stock is near its 52-week high, with a consensus price target of $545.67 indicating significant upside potential. Recent news highlights record July revenue growth of 44.7% year-over-year and a $1.8 billion joint venture with Sony for image sensors.
Outlook remains positive due to sustained AI-driven demand and expansion plans, but risks include geopolitical tensions and high valuation multiples. The company's solid cash flow and profitability support further growth, though investors should monitor competitive pressures and macroeconomic volatility.
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 →