PulteGroup, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? PulteGroup, Inc. trades at $113.37 (market cap $21.40B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $463.7 (market cap $2.11T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 98.6× PulteGroup, Inc.'s market cap, and PulteGroup, Inc. pays the higher dividend (0.93%). Which is the better fit depends on your goals — on Pluang, investors hold PulteGroup, Inc. for 91 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| PHM | TSM | |
|---|---|---|
Market Cap | $21.40B | $2.11T |
Volume | 2,220,826 | 7,260,136 |
Sector | Consumer Cyclical | Technology |
52-Week High | $142.56 | $485.80 |
52-Week Low | $110.11 | $275.06 |
Typical Hold Time | 91 Days | 110 Days |
Enterprise Value | $21.81B | $2.03T |
Dividend Yield | 0.93% | 0.86% |
Signals from Pluang's Aura AI — not financial advice
PulteGroup (PHM) trades at $113.53, down 2.22% amid broader market weakness. The stock shows bearish technical signals with RSI at oversold levels near 19.42, while fundamentals remain solid with a P/E of 11.47 and strong profitability metrics including 14.9% ROE. Recent earnings show mixed results with Q2 2026 beating expectations but Q4 2025 and Q1 2026 missing estimates. The company maintains positive cash flow generation with $355.10M net cash flow in 2025.
PHM presents a value opportunity with attractive valuation multiples, though facing headwinds from rising mortgage rates impacting the housing sector. Analyst consensus targets $139.80 (23% upside) with 45% buy ratings, but technical indicators suggest near-term pressure. Key risks include housing market sensitivity to interest rates and margin compression from recent earnings misses.
TSM trades at $457.99, down 5.04% over 24 hours, yet maintains a bullish technical outlook with strong fundamentals. The company reported robust earnings beats in recent quarters, with Q3 2026 EPS expected at $4.42. Revenue and net income have shown consistent growth, reaching $3.81T and $1.70T in 2025, respectively, supported by a dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM remains positive, driven by strong analyst consensus with a $578.43 price target and 72% buy ratings. Key opportunities include expanding AI chip demand and technological leadership, while risks involve geopolitical tensions and high valuation multiples. Cash flow generation remains healthy, supporting dividend payments and future investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →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 →