Taiwan Semiconductor Mfg. Co. Ltd. vs Unilever plc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $460.96 (market cap $2.07T), while Unilever plc trades at $61.88 (market cap $131.63B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 15.7× Unilever plc's market cap, and Unilever plc pays the higher dividend (3.43%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Unilever plc for 112 Days on average.
| TSM | UL | |
|---|---|---|
Market Cap | $2.07T | $131.63B |
Volume | 13,244,224 | 2,978,741 |
Sector | Technology | Consumer Staples |
52-Week High | $485.80 | $74.59 |
52-Week Low | $275.06 | $55.05 |
Typical Hold Time | 110 Days | 112 Days |
Enterprise Value | $1.99T | $156.65B |
Dividend Yield | 0.89% | 3.43% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
Unilever (UL) trades at $60.98, up 0.3% on the day, amid a bearish technical outlook and mixed financial performance. Revenue declined to $50.50 billion in 2025, though net income improved to $9.47 billion, with a high net margin of 18.74%. Recent earnings have consistently missed expectations, while the company is streamlining its portfolio through a planned food business merger with McCormick, facing regulatory scrutiny.
The stock presents a cautious outlook with strong profitability metrics like a 54.56% ROE offset by valuation concerns (P/E of 21.59) and earnings misses. Risks include integration challenges from the McCormick deal and competitive pressures, but its focus on beauty and personal care offers growth potential in emerging markets.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →