Planet Labs vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Planet Labs trades at $17.18 (market cap $6.48B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $434.06 (market cap $2.03T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 313.3× Planet Labs's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.93% dividend while Planet Labs pays none. Which is the better fit depends on your goals.
| PL | TSM | |
|---|---|---|
Market Cap | $6.48B | $2.03T |
Sector | Technology | Technology |
52-Week High | $51.40 | $477.57 |
52-Week Low | $8.97 | $258.91 |
Enterprise Value | $6.11B | $1.95T |
Dividend Yield | — | 0.93% |
Signals from Pluang's Aura AI — not financial advice
Planet Labs (PL) trades at $17.81, down 1.71% today, with a neutral technical signal. The company reported a strong Q2 2027 earnings beat, with revenue up 58% year-over-year to $116 million, and raised its full-year guidance. However, it remains unprofitable, with a net income margin of -95.13% in 2025. Analyst sentiment is positive, with a consensus price target of $38.33 and 56.52% of analysts rating it a Buy.
The outlook is mixed; strong revenue growth and a large satellite-services pipeline offer upside, but persistent losses and high valuation multiples pose significant risks. Investors should weigh the growth potential against the company's current lack of profitability and the capital-intensive nature of the space industry.
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
Planet Labs operates Earth-imaging satellites and provides geospatial data products. Its imagery and analytics help governments and businesses monitor changes across the planet.
Read more on PL →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 →