Morgan Stanley vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Morgan Stanley trades at $188.6 (market cap $294.39B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.65 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 7× Morgan Stanley's market cap, and Morgan Stanley pays the higher dividend (2.45%). Which is the better fit depends on your goals — on Pluang, investors hold Morgan Stanley for 93 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MS | TSM | |
|---|---|---|
Market Cap | $294.39B | $2.07T |
Volume | 5,836,423 | 13,244,224 |
Sector | Financials | Technology |
52-Week High | $228.42 | $485.80 |
52-Week Low | $151.86 | $275.06 |
Typical Hold Time | 93 Days | 110 Days |
Enterprise Value | $660.04B | $1.99T |
Dividend Yield | 2.45% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Morgan Stanley (MS) trades at $187.41, down 1.86% on the day, with a bearish technical signal but strong fundamentals including a P/E of 15.32 and net income margin of 27.59%. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 results pending. Revenue growth is robust, rising from $50.2B in 2022 to $66.0B in 2025, and the company highlights growth opportunities in wealth management and AI financing.
The outlook is supported by a bullish analyst consensus with a $229.25 price target, though risks include volatile cash flows and rising debt-to-asset ratios. Near-term price action is testing support near $184, with investor sentiment mixed amid fading capital markets momentum but positive long-term growth narratives.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had about $5 trillion of client assets as well as over 70,000 employees at the end of 2021. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
Read more on MS →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 →