Sunrun Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Sunrun Inc trades at $7.65 (market cap $1.83B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.44 (market cap $2.11T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1153× Sunrun Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.86% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Sunrun Inc for 16 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| RUN | TSM | |
|---|---|---|
Market Cap | $1.83B | $2.11T |
Volume | 13,379,830 | 7,260,136 |
Sector | Energy | Technology |
52-Week High | $21.41 | $485.80 |
52-Week Low | $7.59 | $275.06 |
Typical Hold Time | 16 Days | 110 Days |
Enterprise Value | $16.35B | $2.03T |
Dividend Yield | — | 0.86% |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with oversold RSI levels, while fundamentals reveal strong earnings beats but negative operating cash flow. Recent partnerships with Tesla and Voltus highlight growth potential in distributed energy, though high borrowing costs pressure project financing.
Wall Street maintains a bullish consensus with a $16.56 price target (62% buy ratings), but risks include persistent cash burn, interest expense burden, and solar industry headwinds. The stock trades at discounted valuations (P/E 5.18, P/B 0.53) but requires improved profitability to justify analyst optimism.
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
Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →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 →