Taiwan Semiconductor Mfg. Co. Ltd. vs Walmart Stores Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $463.85 (market cap $2.11T), while Walmart Stores Inc trades at $109.7 (market cap $858.11B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 2.5× Walmart Stores Inc's market cap, and Walmart Stores Inc pays the higher dividend (0.92%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Walmart Stores Inc for 101 Days on average.
| TSM | WMT | |
|---|---|---|
Market Cap | $2.11T | $858.11B |
Volume | 7,260,136 | 15,924,441 |
Sector | Technology | Consumer Staples |
52-Week High | $485.80 | $134.20 |
52-Week Low | $275.06 | $100.61 |
Typical Hold Time | 110 Days | 101 Days |
Enterprise Value | $2.03T | $920.34B |
Dividend Yield | 0.86% | 0.92% |
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.
Walmart (WMT) trades at $110.56, up 3.11% today, showing strong momentum after three consecutive quarterly earnings beats. The stock faces technical resistance near $110 with neutral indicators, while fundamentals reveal robust revenue growth to $681B (2025) and improving net margins to 2.85%. Recent news highlights expansion in AI capabilities, Marketplace growth exceeding 50%, and new Medicare Advantage partnerships, positioning Walmart for continued market share gains in the competitive retail sector.
Walmart presents a compelling long-term investment case with analyst consensus pointing to 16.5% upside to the $128.84 price target. However, the elevated P/E ratio of 39.2 and rising operational costs pose valuation and margin compression risks. Investors should weigh the company's digital transformation success against potential consumer spending pressures and inflationary headwinds affecting retail profitability.
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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 →Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.
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