Taiwan Semiconductor Mfg. Co. Ltd. vs Waste Management, Inc. — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.37 (market cap $2.07T), while Waste Management, Inc. trades at $207.55 (market cap $83.98B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 24.6× Waste Management, Inc.'s market cap, and Waste Management, Inc. pays the higher dividend (1.8%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Waste Management, Inc. for 130 Days on average.
| TSM | WM | |
|---|---|---|
Market Cap | $2.07T | $83.98B |
Volume | 13,244,224 | 2,182,180 |
Sector | Technology | Industrials |
52-Week High | $485.80 | $246.51 |
52-Week Low | $275.06 | $196.77 |
Typical Hold Time | 110 Days | 130 Days |
Enterprise Value | $1.99T | $106.78B |
Dividend Yield | 0.89% | 1.8% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
WM trades at $208.94, up 0.51% today, with a bearish technical signal but strong fundamentals including 11.12% net income margin and 29.83% ROE. Recent earnings show beats in Q1 and Q2 2026, while Q4 2025 missed estimates. Revenue grew to $25.20B in 2025, and cash flow from operations remains robust at $6.04B. Analyst sentiment is positive with 54% buy ratings and no sell recommendations.
The outlook is supported by steady revenue growth and high profitability, but risks include elevated debt levels and competitive pressures. The stock's valuation at a P/E of 29.72 may limit near-term upside, though institutional backing and dividend payments provide stability. Investors should weigh solid cash generation against debt concerns and market volatility.
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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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →