TransMedics Group Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? TransMedics Group Inc trades at $78.32 (market cap $2.74B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.18 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 755.5× TransMedics Group Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold TransMedics Group Inc for 24 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| TMDX | TSM | |
|---|---|---|
Market Cap | $2.74B | $2.07T |
Volume | 949,331 | 13,244,224 |
Sector | Health | Technology |
52-Week High | $150.42 | $485.80 |
52-Week Low | $61.99 | $275.06 |
Typical Hold Time | 24 Days | 110 Days |
Enterprise Value | $3.13B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
TransMedics Group (TMDX) trades at $78.17, down 3.58% on the day, with a bearish technical signal and mixed earnings history. The company reported strong 2025 results with $605.49M revenue and $190.29M net income, but 2026 projections show margin compression. Recent news highlights insider buying and leadership changes alongside legal investigations into fiduciary duties, creating a complex sentiment backdrop.
The stock offers growth potential with a consensus price target of $99.75, but faces risks from earnings misses, margin pressure, and ongoing legal scrutiny. Analyst consensus remains bullish with 69% buy ratings, yet investors must weigh robust profitability metrics against execution and regulatory uncertainties.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →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 →