Matson Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Matson Inc trades at $204.7 (market cap $6.24B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.93 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 306.1× Matson 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.
| MATX | TSM | |
|---|---|---|
Market Cap | $6.24B | $1.91T |
Sector | Technology | Technology |
52-Week High | $223.55 | $477.57 |
52-Week Low | $88.05 | $227.33 |
Enterprise Value | $6.84B | $1.84T |
Dividend Yield | 0.73% | 0.91% |
Signals from Pluang's Aura AI — not financial advice
Matson (MATX) trades at $206.77, up 0.25% today, with strong technical momentum showing bullish moving averages and support at $205. The company demonstrates robust fundamentals with Q2 2026 EPS beating estimates at $4.27 versus $3.79 expected, and has raised full-year guidance. Valuation remains attractive with a P/E of 14.08 and EV/EBITDA of 7.93, while profitability metrics show a net income margin of 13.41% and ROE of 17.21%.
Outlook remains positive with analyst consensus pointing to 27% upside to $265 price target, supported by continued momentum in China services and resilient consumer demand. Key risks include exposure to Trans-Pacific trade volatility and competitive pressures in shipping markets. The combination of earnings momentum, reasonable valuation, and institutional support suggests favorable risk-reward for investors.
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Latest headlines on both assets
Matson, Inc. is an American shipping and logistics company primarily operating in the Pacific. The company provides ocean transportation services, including container, automobile, and general cargo, particularly between the U.S. West Coast, Hawaii, Alaska, and Guam. Matson also offers logistics services, including warehousing, less-than-container load (LCL) consolidation, and supply chain management, making it a critical service provider for businesses operating across the Pacific region.
Read more on MATX →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 →