ASE Industrial Holding Co Ltd ADR (ASX)vsBroadcom Inc (AVGO)
ASX
ASE Industrial Holding Co Ltd ADR
$21.53
-0.69%
TECHNOLOGY · Cap: $46.61B
AVGO
Broadcom Inc
$318.81
+0.16%
TECHNOLOGY · Cap: $1.51T
Smart Verdict
WallStSmart Research — data-driven comparison
ASE Industrial Holding Co Ltd ADR generates 845% more annual revenue ($645.39B vs $68.28B). AVGO leads profitability with a 36.6% profit margin vs 6.3%. AVGO appears more attractively valued with a PEG of 0.68. AVGO earns a higher WallStSmart Score of 76/100 (B+).
ASX
Buy53
out of 100
Grade: C-
AVGO
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.8%
Fair Value
$25.74
Current Price
$21.53
$4.21 discount
Margin of Safety
-32.6%
Fair Value
$240.08
Current Price
$318.81
$78.73 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 54.3% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 31.8%
Growing faster than its price suggests
16.4% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.6x book value
6.3% margin — thin
Expensive relative to growth rate
1.9% earnings growth
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ASX
The strongest argument for ASX centers on EPS Growth.
Bull Case : AVGO
The strongest argument for AVGO centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 36.6% and operating margin at 31.8%. Revenue growth of 16.4% demonstrates continued momentum.
Bear Case : ASX
The primary concerns for ASX are P/E Ratio, Price/Book, Profit Margin.
Bear Case : AVGO
The primary concerns for AVGO are EPS Growth, Altman Z-Score, P/E Ratio. A P/E of 62.3x leaves little room for execution misses.
Key Dynamics to Monitor
ASX profiles as a value stock while AVGO is a growth play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.26 — expect wider price swings.
AVGO is growing revenue faster at 16.4% — sustainability is the question.
AVGO generates stronger free cash flow (8.0B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (76/100 vs 53/100), backed by strong 36.6% margins and 16.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ASE Industrial Holding Co Ltd ADR
TECHNOLOGY · SEMICONDUCTORS · USA
ASE Industrial Holding Co Ltd ADR is a leading provider of semiconductor manufacturing services, specializing in advanced assembly and test solutions for innovative packaging technologies. Headquartered in Taiwan, the company is integral to the global electronics supply chain, catering to various sectors such as telecommunications, consumer electronics, and automotive. ASE’s dedication to research and development drives its commitment to innovation and quality, positioning it for robust growth in an increasingly competitive and evolving technological environment. With a reputation for operational excellence, ASE is well-equipped to adapt to market demands and capitalize on emerging opportunities.
Broadcom Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
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