Moody's Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Moody's Corporation trades at $464 (market cap $79.44B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.35 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 26.1× Moody's Corporation's market cap, and Moody's Corporation pays the higher dividend (0.9%). Which is the better fit depends on your goals — on Pluang, investors hold Moody's Corporation for 132 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MCO | TSM | |
|---|---|---|
Market Cap | $79.44B | $2.07T |
Volume | 526,684 | 13,244,224 |
Sector | Financials | Technology |
52-Week High | $539.61 | $485.80 |
52-Week Low | $412.23 | $275.06 |
Typical Hold Time | 132 Days | 110 Days |
Enterprise Value | $85.46B | $1.99T |
Dividend Yield | 0.9% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Moody's Corporation (MCO) trades at $462.10, up 2.77% with strong earnings momentum after beating Q2 2026 EPS estimates. The stock shows robust fundamentals with 34.25% net margins and 80.15% ROE, though technical indicators signal near-term bearish pressure. Recent strategic moves include expanding Asia-Pacific presence through a PhilRatings stake and new credit risk product launches.
Outlook remains positive given consistent earnings beats and analyst consensus target of $536.40 (16% upside). Key risks include high valuation multiples (P/E 29.1) and potential macroeconomic sensitivity affecting credit rating demand. Institutional sentiment leans bullish with 56% buy ratings supporting long-term growth thesis.
TSM trades at $453.31, down 4.0% over 24 hours, with a bullish technical signal from moving averages and strong support at $450. The company shows robust fundamentals, with Q2 2026 EPS of $4.22 beating estimates and revenue growth accelerating to $3.81T in 2025. Net income margin expanded to 49.92%, and cash flow from operations reached $2.27T, underscoring financial health.
Outlook remains positive driven by AI demand and pricing power, with a consensus price target of $578.43 implying 28% upside. Risks include geopolitical tensions and high valuation multiples, but analyst sentiment is strongly bullish with 72% buy ratings, supporting long-term growth prospects for investors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Moody's, along with S&P Ratings, is a leading provider of credit ratings on fixed income securities. Moody's ratings segment, known as Moody's Investors Service or MIS, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm's revenue and profits. Moody's other segment is Moody's Analytics and consists of Research, Data, and Analytics or RD&A and Enterprise Risk Solutions or ERS. RD&A's products include credit research, quantitative credit scores, economic research, business intelligence, know your customer (KYC) tools, commercial real estate data and analytical tools, and training services. ERS includes risk management software solutions to financial institutions.
Read more on MCO →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 →