Mercadolibre Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Mercadolibre Inc trades at $1,860.01 (market cap $94.13B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.85 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 22× Mercadolibre Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Mercadolibre Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Mercadolibre Inc for 117 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MELI | TSM | |
|---|---|---|
Market Cap | $94.13B | $2.07T |
Volume | 273,781 | 13,244,224 |
Sector | Consumer Cyclical | Technology |
52-Week High | $2.36K | $485.80 |
52-Week Low | $1.55K | $275.06 |
Typical Hold Time | 117 Days | 110 Days |
Enterprise Value | $101.77B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
MercadoLibre (MELI) trades at $1,872.78, up 0.8% on the day, with a bullish technical signal and strong analyst consensus. Revenue growth remains robust, reaching $28.89 billion in 2025, though net income margins have softened. Recent news highlights expansion in Brazil, including one-hour delivery and pharmacy services, while the fintech ecosystem strengthens with a 75% surge in credit portfolio.
The outlook is positive given dominant market position and growth initiatives, but risks include macroeconomic headwinds in Latin America and elevated valuation multiples. Analyst price targets average $2,170, suggesting potential upside, supported by institutional buying interest.
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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
MercadoLibre runs the largest e-commerce marketplace in Latin America, connecting a network of more than 140 million active users and 1 million active sellers as of the end of 2021 across an 18-country footprint. The company also operates a host of complementary businesses, with shipping solutions (Mercado Envios), a payment and financing operation (Mercado Pago), advertisements (Mercado Clics), classifieds, and a turnkey e-commerce solution (Mercado Shops) rounding out its arsenal. MercadoLibre generates revenue from final value fees, advertising royalties, payment processing, insertion fees, subscription fees, and interest income from consumer and small-business lending.
Read more on MELI →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 →