Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Upstart Holdings Inc (UPST) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs Upstart Holdings Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $450.14 (market cap $2.07T), while Upstart Holdings Inc trades at $24.19 (market cap $2.35B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 880.9× Upstart Holdings Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Upstart Holdings Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Upstart Holdings Inc for 39 Days on average.
| TSM | UPST | |
|---|---|---|
Market Cap | $2.07T | $2.35B |
Volume | 13,244,224 | 4,203,337 |
Sector | Technology | Financials |
52-Week High | $485.80 | $52.74 |
52-Week Low | $275.06 | $22.81 |
Typical Hold Time | 110 Days | 39 Days |
Enterprise Value | $1.99T | $3.88B |
Dividend Yield | 0.89% | — |
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 $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Upstart Holdings trades at $24.24, up 0.9% with a bearish technical signal despite recent earnings misses. The company achieved profitability in 2025 with $1.02B revenue and $53.6M net income, though cash flow from operations remains negative at -$147.7M. Recent news highlights partnership expansions into HELOC and auto lending while the stock faces pressure from broader consumer lending sector weakness.
Upstart's AI lending platform shows revenue growth potential but faces execution risks amid volatile credit markets. Analyst consensus targets $39.50 (63% upside) with mixed ratings, while high P/E of 46.5 suggests premium valuation. The key risk remains the company's loan syndication model during economic downturns.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
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 Upstart Holdings Inc
Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →
