Compare Rockwell Automation (ROK) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Rockwell Automation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Rockwell Automation trades at $435.4 (market cap $48.21B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $458.55 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 42.9× Rockwell Automation's market cap, and Rockwell Automation pays the higher dividend (1.27%). Which is the better fit depends on your goals — on Pluang, investors hold Rockwell Automation for 74 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| ROK | TSM | |
|---|---|---|
Market Cap | $48.21B | $2.07T |
Volume | 953,342 | 13,244,224 |
Sector | Industrials | Technology |
52-Week High | $495.08 | $485.80 |
52-Week Low | $333.75 | $275.06 |
Typical Hold Time | 74 Days | 110 Days |
Enterprise Value | $51.34B | $1.99T |
Dividend Yield | 1.27% | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Rockwell Automation (ROK) trades at $439.01, down 0.65% on the day, with a bullish technical signal and strong earnings beats in recent quarters. The company maintains solid profitability with a 13.38% net income margin and 34.47% ROE, though valuation ratios like a P/E of 40.65 appear elevated. Recent news highlights leadership in industrial automation, including partnerships in AI cybersecurity and new robotic platforms, supporting positive sector momentum.
The outlook is cautiously optimistic, with a consensus price target of $489.89 implying ~12% upside, but high valuation and macroeconomic pressures pose risks. Earnings growth and automation demand are key catalysts, yet investors face volatility from competitive and economic headwinds.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Rockwell Automation
Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
