Taiwan Semiconductor Mfg. Co. Ltd. vs Unilever plc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $424.81 (market cap $1.88T), while Unilever plc trades at $62.18 (market cap $131.86B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 14.3× Unilever plc's market cap, and Unilever plc pays the higher dividend (3.68%). Which is the better fit depends on your goals.
| TSM | UL | |
|---|---|---|
Market Cap | $1.88T | $131.86B |
Sector | Technology | Consumer Staples |
52-Week High | $477.57 | $74.59 |
52-Week Low | $227.33 | $55.05 |
Enterprise Value | $1.81T | $157.31B |
Dividend Yield | 0.94% | 3.68% |
Signals from Pluang's Aura AI — not financial advice
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.
Unilever (UL) trades at $60.79, down 2.56% today, with a mixed technical and fundamental backdrop. The stock shows a bullish technical signal from moving averages but has missed earnings expectations in recent quarters. Revenue in 2024 was $60.76B with a net income margin of 9.45%, while the company explores strategic moves like a potential bid for Thorne and a partnership with Accenture to scale AI in manufacturing.
The outlook is balanced; strong cash flow and a high ROE of 53.32% support the dividend, but recent earnings misses and a high P/B ratio of 7.55 pose risks. Analyst sentiment is neutral with a 51.36% hold rating, reflecting cautious optimism amid execution challenges and macroeconomic headwinds.
Trailing returns across standard periods
Latest headlines on both assets
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 →Unilever is a diversified personal product (42% of 2021 sales by value), home care (20%), and packaged food (38%) company. Its brands include Knorr soups and sauces, Hellmann's mayonnaise, Lipton teas, Axe and Dove skin products, and the TRESemme haircare brand. The firm has been acquisitive in recent years
Read more on UL →