Tesla, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Tesla, Inc. trades at $379.19 (market cap $1.39T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $425 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is the larger of the two by market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while Tesla, Inc. pays none. Which is the better fit depends on your goals.
| TSLA | TSM | |
|---|---|---|
Market Cap | $1.39T | $1.88T |
Sector | Consumer Cyclical | Technology |
52-Week High | $489.88 | $477.57 |
52-Week Low | $302.63 | $227.33 |
Enterprise Value | $1.36T | $1.81T |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
Tesla (TSLA) trades at $378.88, down 0.51% with a bearish technical outlook. The stock faces valuation concerns with a P/E of 339 and declining profitability margins, though recent earnings beat expectations. Cash flow remains positive despite heavy capital investments. European regulatory approval for driver-assistance software and German sales growth provide optimism, but competition and slowing auto business present challenges.
Tesla's outlook balances innovation potential against execution risks. The stock offers growth exposure to AI and autonomy but carries premium valuation and competitive pressures. Near-term catalysts include Q2 earnings and robotaxi developments, while margin compression and market sentiment shifts represent key investor risks.
TSM trades at $424.61, up 6.59% today, with strong fundamentals including 49.92% net income margin and 40.26% ROE. The stock shows bearish technical signals but has beaten earnings estimates for three consecutive quarters. Recent news highlights TSMC's plans to raise chipmaking prices by up to 10% in 2027, positioning the company to capitalize on AI infrastructure demand.
Analysts maintain strong bullish sentiment with a $547.50 consensus price target (72% buy ratings), though technical indicators suggest near-term caution. Key risks include competitive pressures and market volatility, but TSMC's dominant market position and pricing power provide solid long-term growth prospects.
Trailing returns across standard periods
Latest headlines on both assets
Tesla Inc. designs, manufactures, and sells high-performance electric vehicles and electric vehicle powertrain components. The Company owns its sales and service network and sells electric power train components to other automobile manufacturers. Tesla serves customers worldwide.
Read more on TSLA →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 →