Philip Morris International Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Philip Morris International Inc. trades at $200.36 (market cap $312.50B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $461.04 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 6.6× Philip Morris International Inc.'s market cap, and Philip Morris International Inc. pays the higher dividend (3.19%). Which is the better fit depends on your goals — on Pluang, investors hold Philip Morris International Inc. for 85 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| PM | TSM | |
|---|---|---|
Market Cap | $312.50B | $2.07T |
Volume | 5,517,172 | 13,244,224 |
Sector | Consumer Staples | Technology |
52-Week High | $200.50 | $485.80 |
52-Week Low | $144.33 | $275.06 |
Typical Hold Time | 85 Days | 110 Days |
Enterprise Value | $355.62B | $1.99T |
Dividend Yield | 3.19% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Philip Morris International (PM) trades at $192.69, up 1.2% today, with a bullish technical signal and strong analyst support. Recent Q2 2026 EPS beat expectations at $2.20 vs. $2.05, and revenue growth accelerated to $40.65B in 2025. The company's smoke-free products now drive 42% of revenue, with ZYN and IQOS expansions fueling optimism. Cash flow remains robust, with 2026 operating cash flow projected at $14.3B, supporting dividend growth.
Outlook is positive given earnings momentum and smoke-free transition, but high debt ($42.17B long-term) and regulatory risks persist. The consensus price target of $212.17 implies ~10% upside, though valuation multiples are elevated versus peers. Key risks include FX volatility and slower adoption of next-gen products.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
Read more on PM →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 →