Oatly Group AB - ADR vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Oatly Group AB - ADR trades at $12.57 (market cap $432.09M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $434.46 (market cap $2.03T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 4698.1× Oatly Group AB - ADR's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.93% dividend while Oatly Group AB - ADR pays none. Which is the better fit depends on your goals.
| OTLY | TSM | |
|---|---|---|
Market Cap | $432.09M | $2.03T |
Sector | Consumer Staples | Technology |
52-Week High | $18.09 | $477.57 |
52-Week Low | $8.03 | $258.91 |
Enterprise Value | $936.50M | $1.95T |
Dividend Yield | — | 0.93% |
Signals from Pluang's Aura AI — not financial advice
OTLY trades at $13.52, down 3.98% today, with a bullish technical signal supported by a recent golden cross and oversold RSI. Revenue growth improved to $862M in 2025, but net losses persist at -$153M, with negative cash flows. Analysts are mixed with 44% buy ratings, while the company raised its 2026 revenue outlook after Q2 results.
The outlook hinges on Oatly's path to profitability; accelerating revenue and margin improvements offer upside, but high debt and sustained losses pose significant risks. Investors should weigh operational progress against financial instability in a competitive plant-based market.
TSM trades at $439.00, up 2.35% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock is near its pivot point of $439, with support at $434 and resistance at $444. Revenue grew to $3.81T in 2025, with a net income margin of 44.56%, while analysts project a consensus price target of $541.29. Recent news highlights TSMC's leadership in AI-driven semiconductor demand and advancements in chipmaking technology.
The outlook for TSM remains positive, driven by robust AI demand and operational execution, though risks include geopolitical tensions and high capital expenditures. With 72% of analysts rating it a Buy and no Sell ratings, the stock offers growth potential, but investors should monitor competitive pressures and global semiconductor cycle volatility.
Trailing returns across standard periods
Latest headlines on both assets
Oatly Group AB is engaged in the food and drinks industry. Some of its products include Oat Drink, Chilled Oat Drink, Oatgurt, Creamy Oat, Icecreams, among others. It caters to Sweden, Germany, United Kingdom, Netherlands, North America, Finland, and other markets.
Read more on OTLY →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 →