Compare NetFlix Inc (NFLX) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
NetFlix Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? NetFlix Inc trades at $79.08 (market cap $309.01B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $429.73 (market cap $1.94T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 6.3× NetFlix Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.88% dividend while NetFlix Inc pays none. Which is the better fit depends on your goals.
| NFLX | TSM | |
|---|---|---|
Market Cap | $309.01B | $1.94T |
Sector | Consumer Cyclical | Technology |
52-Week High | $126.33 | $477.57 |
52-Week Low | $67.60 | $227.33 |
Enterprise Value | $314.19B | $1.87T |
Dividend Yield | — | 0.88% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Netflix (NFLX) trades at $78.24, up 4.61% today, with a neutral technical signal and strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $1.23 surpassing expectations. Revenue growth remains robust, reaching $45.18B in 2025, while profitability metrics like a 28.22% net income margin and 49.54% ROE highlight operational efficiency. Analyst consensus is bullish with a $90.45 price target, though recent news notes stock volatility amid advertising business expansion.
The outlook for NFLX is positive, driven by earnings momentum and ad-tier scaling, but risks include competitive pressures and market sentiment shifts. Upside potential exists if ad revenue targets are met, yet volatility may persist near-term. Investors should weigh strong fundamentals against sector headwinds.
TSM trades at $430.49, up 2.0% in the past 24 hours, with a bullish technical signal and strong support at $427. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.31 surpassing expectations of $3.87. Revenue growth is accelerating, reaching $3.81 trillion in 2025, while net income margins expanded to 49.92%. Recent news highlights a joint venture with Sony for image sensor development and record July revenue growth of 44.7% year-over-year.
Outlook remains positive driven by AI demand and manufacturing expansion, with a consensus price target of $545.67 implying 27% upside. Risks include geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples like a P/E of 32.39. Institutional sentiment is strongly bullish, with 72% of analysts rating the stock a Buy.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About NetFlix Inc
Netflix Inc. is an Internet subscription service for watching television shows and movies. Subscribers can instantly watch unlimited television shows and movies streamed over the Internet to their televisions, computers, and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.
Read more on NFLX →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
