Old Dominion Freight Line Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Old Dominion Freight Line Inc trades at $181.59 (market cap $37.68B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.18 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 54.9× Old Dominion Freight Line Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Old Dominion Freight Line Inc for 76 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| ODFL | TSM | |
|---|---|---|
Market Cap | $37.68B | $2.07T |
Volume | 1,550,104 | 13,244,224 |
Sector | Industrials | Technology |
52-Week High | $248.73 | $485.80 |
52-Week Low | $126.29 | $275.06 |
Typical Hold Time | 76 Days | 110 Days |
Enterprise Value | $37.42B | $1.99T |
Dividend Yield | 0.64% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
ODFL trades at $181.39, up 3.29% today, with a bearish technical signal despite recent earnings beats. The company maintains strong profitability with a 19.44% net income margin and 24.82% ROE, though revenue has trended down from $6.3B in 2022 to $5.5B in 2025. A recent 4.9% general rate increase effective October 5, 2026, aims to support margins amid cost pressures.
Valuation remains elevated with a P/E of 34.95, posing a risk if growth slows. Analyst consensus is mixed with a $230.93 price target implying 27% upside, but competitive and macroeconomic headwinds in the trucking industry require careful monitoring for sustained shareholder value.
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
Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →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 →