Taiwan Semiconductor Mfg. Co. Ltd. vs Walmart Stores Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.65 (market cap $1.91T), while Walmart Stores Inc trades at $113.09 (market cap $896.56B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 2.1× Walmart Stores Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.91%). Which is the better fit depends on your goals.
| TSM | WMT | |
|---|---|---|
Market Cap | $1.91T | $896.56B |
Sector | Technology | Consumer Staples |
52-Week High | $477.57 | $134.20 |
52-Week Low | $227.33 | $96.05 |
Enterprise Value | $1.84T | $960.01B |
Dividend Yield | 0.91% | 0.88% |
Volume | — | 5,675,288 |
Signals from Pluang's Aura AI — not financial advice
TSM stock trades at $420.04, up 0.44% today, with a bullish technical signal from moving averages and strong fundamentals including 44.56% net income margin in 2025. Recent July 2026 revenue surged 45% year-over-year to $14.5 billion (CNBC, 2026-08-10), reflecting robust AI demand. The company is expanding with a $64 billion investment (Benzinga, 2026-08-10) and a joint $6.3 billion image sensor venture with Sony (Reuters, 2026-08-09).
Outlook remains positive due to AI-driven growth and analyst consensus of $544 price target, but risks include high valuation (P/E 36.86) and geopolitical tensions. Earnings beat expectations in Q2 2026 with EPS of $4.31 versus $3.87 forecast, supporting upside potential.
Walmart (WMT) stock trades at $113.26, up 1.26% today, with a neutral technical signal and strong analyst consensus. The company demonstrates robust fundamentals with revenue growth to $681.0B in 2025 and net income of $19.4B, alongside consistent earnings beats. Recent news highlights operational innovations like drone delivery expansion and AI tools, while maintaining a solid dividend.
Outlook remains positive with a $142 consensus price target, though risks include competitive pressures and margin sustainability. The stock presents a long-term opportunity given its defensive positioning and growth initiatives, but investors should monitor execution against Amazon and consumer spending trends.
Trailing returns across standard periods
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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