Taiwan Semiconductor Mfg. Co. Ltd. vs UnitedHealth Group Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.29 (market cap $2.07T), while UnitedHealth Group Inc trades at $379.3 (market cap $332.96B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 6.2× UnitedHealth Group Inc's market cap, and UnitedHealth Group Inc pays the higher dividend (2.5%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and UnitedHealth Group Inc for 97 Days on average.
| TSM | UNH | |
|---|---|---|
Market Cap | $2.07T | $332.96B |
Volume | 13,244,224 | 7,273,749 |
Sector | Technology | Health |
52-Week High | $485.80 | $436.35 |
52-Week Low | $275.06 | $259.02 |
Typical Hold Time | 110 Days | 97 Days |
Enterprise Value | $1.99T | $374.82B |
Dividend Yield | 0.89% | 2.5% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $453.31, down 4.0% over 24 hours, with a bullish technical signal from moving averages and strong support at $450. The company shows robust fundamentals, with Q2 2026 EPS of $4.22 beating estimates and revenue growth accelerating to $3.81T in 2025. Net income margin expanded to 49.92%, and cash flow from operations reached $2.27T, underscoring financial health.
Outlook remains positive driven by AI demand and pricing power, with a consensus price target of $578.43 implying 28% upside. Risks include geopolitical tensions and high valuation multiples, but analyst sentiment is strongly bullish with 72% buy ratings, supporting long-term growth prospects for investors.
UnitedHealth Group (UNH) trades at $375.98, showing minor daily weakness but maintaining a bullish technical signal. The company reported strong Q2 2026 earnings, beating estimates, and reaffirmed its full-year outlook. Revenue growth remains robust, though net margins have compressed from prior years. Analyst sentiment is overwhelmingly positive, with a consensus price target of $473.89 implying significant upside.
The outlook for UNH is favorable, driven by earnings momentum and strategic initiatives like AI investment. Key risks include regulatory pressures and medical cost trends. The stock presents a compelling opportunity for investors seeking exposure to a leading healthcare company with solid fundamentals and Wall Street support.
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 →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 →