Compare Novartis AG (NVS) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Novartis AG vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Novartis AG trades at $143.55 (market cap $268.57B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $459.58 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 7.7× Novartis AG's market cap, and Novartis AG pays the higher dividend (3.31%). Which is the better fit depends on your goals — on Pluang, investors hold Novartis AG for 82 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| NVS | TSM | |
|---|---|---|
Market Cap | $268.57B | $2.07T |
Volume | 1,532,573 | 13,244,224 |
Sector | Health | Technology |
52-Week High | $168.62 | $485.80 |
52-Week Low | $121.80 | $275.06 |
Typical Hold Time | 82 Days | 110 Days |
Enterprise Value | $309.89B | $1.99T |
Dividend Yield | 3.31% | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Novartis (NVS) trades at $143.28, up 1.77% on the day, with a neutral technical signal and mixed earnings history. The company reported strong 2025 revenue of $56.67B and a net income margin of 22.5%, supported by a recent $7.8B licensing deal with China's Abogen. However, recent clinical trial setbacks and an ongoing law firm investigation introduce uncertainty.
The outlook is balanced; solid profitability and a consensus price target of $146.00 suggest modest upside, but risks from pipeline failures and heightened M&A scrutiny warrant caution. Investor sentiment is mixed, with analysts predominantly holding a neutral stance amid evolving business developments.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Novartis AG
Novartis develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz. It generates the vast majority of its revenue from Innovative Medicines segment consisting global business franchises in oncology, ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States representing close to one third of total revenue.
Read more on NVS →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 →
