Taiwan Semiconductor Mfg. Co. Ltd. vs VICI Properties Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.09 (market cap $2.11T), while VICI Properties Inc trades at $22.9 (market cap $24.93B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 84.6× VICI Properties Inc's market cap, and VICI Properties Inc pays the higher dividend (8.13%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and VICI Properties Inc for 42 Days on average.
| TSM | VICI | |
|---|---|---|
Market Cap | $2.11T | $24.93B |
Volume | 7,260,136 | 9,679,693 |
Sector | Technology | Real Estate |
52-Week High | $485.80 | $31.42 |
52-Week Low | $275.06 | $22.53 |
Typical Hold Time | 110 Days | 42 Days |
Enterprise Value | $2.03T | $42.48B |
Dividend Yield | 0.86% | 8.13% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $457.99, down 5.04% over 24 hours, yet maintains a bullish technical outlook with strong fundamentals. The company reported robust earnings beats in recent quarters, with Q3 2026 EPS expected at $4.42. Revenue and net income have shown consistent growth, reaching $3.81T and $1.70T in 2025, respectively, supported by a dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM remains positive, driven by strong analyst consensus with a $578.43 price target and 72% buy ratings. Key opportunities include expanding AI chip demand and technological leadership, while risks involve geopolitical tensions and high valuation multiples. Cash flow generation remains healthy, supporting dividend payments and future investments.
VICI Properties trades at $22.64, down 0.4% on the day, with a bearish technical signal driven by moving averages. The stock shows attractive valuation metrics, including a P/E of 8.78 and P/B of 0.85, alongside strong profitability with a net income margin of 67.5%. Recent earnings have been mixed, with a beat in Q1 2026 but misses in Q4 2025 and Q2 2026. The company maintains robust cash flow from operations of $2.51 billion in 2025 and recently announced a dividend of $0.46 per share payable in October 2026.
The outlook for VICI is supported by solid fundamentals and a 75% analyst buy rating, with a consensus price target of $28.90 implying significant upside. However, risks include tenant concentration concerns, as highlighted in recent news, and the bearish technical trend. The stock offers value and income potential but faces headwinds from market sentiment and interest rate sensitivity.
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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 →VICI Properties is an S&P 500 experiential real estate investment trust (REIT) that owns one of the largest portfolios of market-leading gaming, hospitality, and entertainment destinations, including Caesars Palace and MGM Grand. It utilizes a long-term, triple-net lease model to provide stable, inflation-protected income, serving as the primary landlord for the 'experience economy' while diversifying into non-gaming sectors like wellness, youth sports, and luxury resorts.
Read more on VICI →