Taiwan Semiconductor Mfg. Co. Ltd. vs White Mountains Insurance Group Ltd. Common Stock — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.85 (market cap $2.02T), while White Mountains Insurance Group Ltd. Common Stock trades at $2,096.01 (market cap $5.00B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 404× White Mountains Insurance Group Ltd. Common Stock'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 | WTM | |
|---|---|---|
Market Cap | $2.02T | $5.00B |
Volume | 8,566,236 | 16,109 |
Sector | Technology | Financials |
52-Week High | $485.80 | $2.32K |
52-Week Low | $275.06 | $1.85K |
Typical Hold Time | 111 Days | — |
Enterprise Value | $1.94T | $5.83B |
Dividend Yield | 0.91% | 0.05% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $430.00, down 3.23% on the day, with a bearish technical signal despite strong fundamentals. The company shows robust financial performance with 2025 revenue of $3.81T and net income of $1.70T, achieving 49.92% net margin. Recent quarterly earnings have consistently beaten expectations, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Analyst consensus remains strongly bullish with 72% buy ratings and a $578.43 price target, representing 34% upside potential from current levels.
TSM presents a compelling investment case driven by AI chip demand and technological leadership, though geopolitical risks and valuation concerns warrant caution. The stock's current bearish technical positioning contrasts with strong fundamentals and positive analyst sentiment, creating potential entry opportunities for long-term investors. Key risks include Taiwan-China tensions and competitive pressures in semiconductor manufacturing.
White Mountains Insurance Group (WTM) trades at $2,093.13, up 0.31% with neutral technical signals. The stock shows strong fundamentals with a P/E of 4.8 and ROE of 21.9%, though recent earnings were mixed with Q2 2026 beating estimates while Q1 missed. Book value per share reached $2,258 as of June 2026, up 4% quarterly. Recent product launches and board additions signal strategic growth initiatives.
WTM presents value investment appeal with attractive valuation multiples and solid profitability, but faces execution risks from volatile quarterly earnings and negative cash flow trends. Analyst consensus remains neutral with 100% hold ratings, suggesting cautious optimism pending clearer earnings consistency and cash flow improvement.
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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 →White Mountains Insurance Group Ltd. is a Bermuda-based holding company that owns and builds insurance and financial services businesses. Its operating segments include Ark, a specialty insurance and reinsurance underwriter; HG Global, which reinsures municipal bond insurer Build America Mutual; and Kudu Investment Management, which provides capital to boutique asset managers.
Read more on WTM →