Taiwan Semiconductor Mfg. Co. Ltd. vs Vistra Corp — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.56 (market cap $2.11T), while Vistra Corp trades at $159.2 (market cap $55.96B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 37.7× Vistra Corp's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.86%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Vistra Corp for 32 Days on average.
| TSM | VST | |
|---|---|---|
Market Cap | $2.11T | $55.96B |
Volume | 7,260,136 | 11,969,036 |
Sector | Technology | Utilities |
52-Week High | $485.80 | $210.85 |
52-Week Low | $275.06 | $134.71 |
Typical Hold Time | 110 Days | 32 Days |
Enterprise Value | $2.03T | $77.89B |
Dividend Yield | 0.86% | 0.55% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Vistra Corp. (VST) trades at $166.72, up 3.88% today, with a bullish technical signal and strong analyst support. The stock shows robust profitability with a net income margin of 11.55% and ROE of 75.73%, though earnings have been mixed recently. Recent developments include a $4.2 billion US loan to boost nuclear power and a 20-year power deal with New Era Energy, positioning Vistra to capitalize on AI-driven electricity demand.
Outlook is positive given strategic positioning in AI power infrastructure, but risks include earnings volatility and high valuation multiples. The consensus price target of $215.23 implies significant upside, supported by institutional interest and favorable sector trends. Investors should weigh growth prospects against execution risks and market sensitivity.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →