Shopify Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Shopify Inc. trades at $151.57 (market cap $196.35B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.8 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 9.8× Shopify Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| SHOP | TSM | |
|---|---|---|
Market Cap | $196.35B | $1.93T |
Sector | Technology | Technology |
52-Week High | $179.01 | $477.57 |
52-Week Low | $95.40 | $227.33 |
Enterprise Value | $191.59B | $1.85T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Shopify (SHOP) trades at $155.18, up 2.38% today, following strong Q2 2026 earnings beats. The stock exhibits a bullish technical trend with support at $151 and resistance at $158. Revenue growth remains robust, with 2025 revenue reaching $11.56B, though valuation multiples like a P/E of 103.11 are elevated. Positive analyst sentiment is driven by AI commerce integration and expanding gross merchandise volume.
Outlook is positive given earnings momentum and AI-driven growth, but high valuation and competitive e-commerce pressures pose risks. The consensus price target of $166.39 suggests modest upside, supported by 65.62% of analysts rating it Buy. Investors should weigh growth prospects against premium pricing.
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Trailing returns across standard periods
Latest headlines on both assets
Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →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 →