Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Unity Software Inc (U) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs Unity Software Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $429.83 (market cap $1.93T), while Unity Software Inc trades at $43.74 (market cap $19.31B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 99.9× Unity Software Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Unity Software Inc pays none. Which is the better fit depends on your goals.
| TSM | U | |
|---|---|---|
Market Cap | $1.93T | $19.31B |
Sector | Technology | Technology |
52-Week High | $477.57 | $49.47 |
52-Week Low | $227.33 | $17.13 |
Enterprise Value | $1.85T | $19.19B |
Dividend Yield | 0.9% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
TSM trades at $418.47, down 0.37% on the day, with a bullish technical signal from moving averages. The stock has consistently beaten earnings estimates, with Q2 2026 EPS of $4.31 surpassing the $3.87 forecast. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year, driven by strong AI demand. Valuation ratios are elevated, with a P/E of 31.86 and P/S of 15.91, reflecting high growth expectations. Analysts maintain a strong buy consensus with a $545.67 price target.
The outlook for TSM is positive, supported by accelerating revenue growth, expanding profit margins, and strategic investments in AI and joint ventures. Key risks include high valuation multiples, competitive pressures, and geopolitical factors. The stock offers significant upside to the consensus target, but investors should monitor execution on capacity expansion and demand sustainability.
Unity Software (U) trades at $43.10, up 0.23% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $47.45. Recent Q2 2026 earnings beat expectations, with revenue growth of 24% year-over-year, driven by strong Vector advertising platform performance. The company reported positive operating cash flow of $422.96 million in 2025, though net income remains negative at -$402.77 million.
The outlook is mixed: strong revenue growth and analyst optimism support upside potential, but persistent net losses and high valuation ratios (P/S 9.33, EV/EBITDA 134.62) pose risks. Investors should weigh the company's path to GAAP profitability against competitive pressures in the software sector.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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 →About Unity Software Inc
Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC and Other Americas, of which key revenue is derived from the EMEA region. The products are used in the gaming industry, architecture and construction sector, animation industry, and designing sector.
Read more on U →
