Marqeta Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Marqeta Inc trades at $17.78 (market cap $1.82B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.15 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1137.4× Marqeta Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Marqeta Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Marqeta Inc for 44 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MQ | TSM | |
|---|---|---|
Market Cap | $1.82B | $2.07T |
Volume | 1,126,466 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $20.32 | $485.80 |
52-Week Low | $15.04 | $275.06 |
Typical Hold Time | 44 Days | 110 Days |
Enterprise Value | $1.13B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
MQ trades at $17.06, up 3.08% today, with a bullish technical signal from moving averages. The company has beaten EPS estimates for three consecutive quarters, with Q3 2026 results expected soon. Revenue is projected to grow to $677 million in 2026, and net income turned positive in 2024 before a slight loss in 2025. Recent partnerships with BVNK for stablecoin-card infrastructure and Google for wallet expansion highlight strategic growth initiatives.
MQ shows improving fundamentals with revenue growth and recent profitability, but high valuation ratios (P/E of 193.83) pose a risk. The consensus price target of $11.38 suggests potential downside, though some analysts see upside to $18.00. Key risks include contract renewals in Q3 2026 and competitive pressures in the fintech sector. The stock's outlook hinges on execution of growth initiatives and sustained earnings improvements.
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
No sentiment data available yet.
Latest headlines on both assets
Headquartered in Oakland, California, and founded in 2010, Marqeta provides its clients with a card-issuing platform that offers the infrastructure and tools necessary to offer digital, physical, and tokenized payment options without the need for a traditional bank. The company's open APIs are designed to allow third parties like DoorDash, Klarna, and Block to rapidly develop and deploy innovative card-based products and payment services without the need to develop the underlying technology. The company generates revenue primarily through processing and ATM fees for cards issued on its platform.
Read more on MQ →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 →