MasTec Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? MasTec Inc trades at $211.41 (market cap $17.40B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.99 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 119× MasTec Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while MasTec Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold MasTec Inc for 23 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MTZ | TSM | |
|---|---|---|
Market Cap | $17.40B | $2.07T |
Volume | 1,415,821 | 13,244,224 |
Sector | Industrials | Technology |
52-Week High | $437.51 | $485.80 |
52-Week Low | $190.08 | $275.06 |
Typical Hold Time | 23 Days | 110 Days |
Enterprise Value | $20.32B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
MasTec (MTZ) trades at $214.84, down 3.82% on the day, with a bearish technical signal despite strong analyst support. The stock shows mixed earnings performance with recent beats but a Q2 2026 miss, while fundamentals reveal solid revenue growth and profitability metrics. The company benefits from record backlog and infrastructure demand, particularly in power delivery and data center markets.
MTZ presents a compelling long-term opportunity with 89% analyst buy ratings and a $408.58 consensus target, though premium valuation and weak cash flow pose risks. Infrastructure spending tailwinds and AI-driven demand support growth, but execution challenges and communications segment softness require monitoring.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
MasTec, Inc. is a leading infrastructure construction company operating mainly in North America. The company's services cover a diverse range of end-markets, including communications (building fiber and wireless infrastructure), oil & gas, electric power (transmission, distribution, and clean energy), and industrial projects. MTZ provides critical engineering, procurement, and construction (EPC) services that support the expansion and maintenance of essential infrastructure across the continent.
Read more on MTZ →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 →