Oatly Group AB - ADR vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Oatly Group AB - ADR trades at $11.93 (market cap $330.93M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.2 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 6255.1× Oatly Group AB - ADR's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Oatly Group AB - ADR pays none. Which is the better fit depends on your goals — on Pluang, investors hold Oatly Group AB - ADR for 18 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| OTLY | TSM | |
|---|---|---|
Market Cap | $330.93M | $2.07T |
Volume | 68,708 | 13,244,224 |
Sector | Consumer Staples | Technology |
52-Week High | $15.91 | $485.80 |
52-Week Low | $8.03 | $275.06 |
Typical Hold Time | 18 Days | 110 Days |
Enterprise Value | $835.34M | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
OTLY trades at $10.37, down 1.33% today, with mixed technical signals showing bearish moving averages but bullish oscillators. The company reported Q2 2026 revenue growth and raised full-year guidance, though it continues to post significant net losses. Analyst sentiment is divided with a $12.28 consensus price target representing 18% upside potential. Cash flow remains negative but improving, with operating losses narrowing from -$269M in 2022 to -$24M in 2025.
The investment case hinges on OTLY's revenue growth acceleration and path to profitability, but high debt levels and persistent losses present substantial risk. While the stock offers potential upside to analyst targets, investors must weigh the company's improving operational trends against its negative equity and cash burn. The upcoming Q3 2026 earnings report on October 28 will be critical for validating management's turnaround narrative.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
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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 →