Manhattan Associates Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Manhattan Associates Inc trades at $206.18 (market cap $12.06B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.84 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 171.6× Manhattan Associates Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Manhattan Associates Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Manhattan Associates Inc for 12 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MANH | TSM | |
|---|---|---|
Market Cap | $12.06B | $2.07T |
Volume | 376,150 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $223.76 | $485.80 |
52-Week Low | $120.88 | $275.06 |
Typical Hold Time | 12 Days | 110 Days |
Enterprise Value | $11.93B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Manhattan Associates (MANH) trades at $202.11, down 0.36% with bearish technical signals but strong fundamentals. The stock shows robust profitability with 18.67% net margins and consistent earnings beats, though valuation multiples appear elevated. Recent news includes a law firm investigation into fiduciary duties and a downgrade to neutral by DA Davidson, while the company launched new solution editions to expand market reach.
The outlook balances strong operational performance against high valuation and legal scrutiny. Upside potential exists from continued earnings momentum and product innovation, but risks include the ongoing investigation and competitive pressures. Analyst consensus remains bullish with a $210.50 price target, suggesting modest upside from current levels.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
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Manhattan Associates, Inc. is a global leader in supply chain and omnichannel commerce software. The company provides a comprehensive suite of cloud-based and on-premise solutions for warehouse management (WMS), transportation management (TMS), and order management (OMS). MANH's technology helps retailers, wholesalers, and manufacturers manage inventory, optimize logistics, and unify the shopping experience across physical and digital channels.
Read more on MANH →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 →