Oracle Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Oracle Corporation trades at $127.14 (market cap $365.96B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.2 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 5.3× Oracle Corporation's market cap, and Oracle Corporation pays the higher dividend (1.57%). Which is the better fit depends on your goals.
| ORCL | TSM | |
|---|---|---|
Market Cap | $365.96B | $1.93T |
Sector | Technology | Technology |
52-Week High | $328.33 | $477.57 |
52-Week Low | $121.37 | $227.33 |
Enterprise Value | $495.21B | $1.86T |
Dividend Yield | 1.57% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Oracle Corporation (ORCL) trades at $125.86, up 3.7% with strong recent earnings beats. The stock shows bearish technical signals but maintains robust fundamentals with 21.67% net margins and consistent revenue growth. Recent AI partnerships and infrastructure investments position Oracle as a key player in the enterprise cloud and AI markets, though high valuation multiples and significant debt levels warrant caution.
Oracle presents a compelling growth story driven by AI infrastructure demand, with analyst consensus strongly bullish (65% buy ratings) and a $253.30 price target representing significant upside. Key risks include high leverage, competitive pressures, and execution challenges in capital-intensive AI expansion. The upcoming Q2 2026 earnings report on June 10 will be critical for validating the AI growth narrative.
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Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
Read more on ORCL →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 →