Taiwan Semiconductor Mfg. Co. Ltd. vs UnitedHealth Group Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $425.25 (market cap $1.88T), while UnitedHealth Group Inc trades at $436.58 (market cap $382.83B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 4.9× UnitedHealth Group Inc's market cap, and UnitedHealth Group Inc pays the higher dividend (2.2%). Which is the better fit depends on your goals.
| TSM | UNH | |
|---|---|---|
Market Cap | $1.88T | $382.83B |
Sector | Technology | Health |
52-Week High | $477.57 | $431.68 |
52-Week Low | $227.33 | $237.77 |
Enterprise Value | $1.81T | $429.52B |
Dividend Yield | 0.94% | 2.2% |
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UnitedHealth Group (UNH) trades at $426.09, up 0.64% on the day, with a bullish technical signal and strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $6.38 surpassing expectations of $4.94. Revenue growth remains robust, reaching $447.57 billion in 2025, though net margins have compressed to 2.68%. Recent corporate actions include a $2.32 dividend and ongoing share repurchases, while news highlights operational streamlining like reduced pediatric prior authorizations.
UNH's outlook is positive, driven by aging demographics and tech innovation in healthcare, offering upside to the $467.12 consensus target. Risks include regulatory scrutiny, as seen in Massachusetts' Medicaid lawsuit, and margin pressure from rising costs. Institutional sentiment is strongly bullish, with 82.69% of analysts rating it a buy, supporting long-term growth prospects amid sector tailwinds.
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 →UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Read more on UNH →