Modine Manufacturing Company vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Modine Manufacturing Company trades at $185.17 (market cap $9.66B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.69 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 214.3× Modine Manufacturing Company's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Modine Manufacturing Company pays none. Which is the better fit depends on your goals — on Pluang, investors hold Modine Manufacturing Company for 33 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MOD | TSM | |
|---|---|---|
Market Cap | $9.66B | $2.07T |
Volume | 1,331,946 | 13,244,224 |
Sector | Industrials | Technology |
52-Week High | $283.95 | $485.80 |
52-Week Low | $110.73 | $275.06 |
Typical Hold Time | 33 Days | 110 Days |
Enterprise Value | $10.09B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Modine Manufacturing (MOD) trades at $189.44, down 0.25% on the day, with a neutral technical signal and key support at $184. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $1.53 exceeding the $1.30 forecast. Recent corporate actions include the completion of a $946.4 million spin-off of its Performance Technologies unit with Gentherm, potentially reshaping its business focus toward thermal management solutions.
The outlook remains supported by strong analyst sentiment with a $331.25 consensus price target and 77% buy ratings, but risks include a high P/E ratio of 67.87 and a projected decline in net profit margin to 4.27% for 2026. The stock offers growth potential from its data center cooling expansion but faces execution risks post-spin-off and competitive pressures in the auto parts sector.
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
Modine Manufacturing Company is a global leader in thermal management technology and solutions. The company engineers, manufactures, and markets heat transfer products for a wide range of applications across the automotive, commercial, industrial, and HVAC (heating, ventilation, and air conditioning) markets. Modine's products include engine cooling systems, heat exchangers, and ventilation systems, providing critical thermal solutions for vehicles, data centers, and various equipment worldwide.
Read more on MOD →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 →