ASE Industrial Holding Co Ltd ADR (ASX)vsBroadcom Inc (AVGO)
ASX
ASE Industrial Holding Co Ltd ADR
$31.49
-8.28%
TECHNOLOGY · Cap: $88.83B
AVGO
Broadcom Inc
$380.91
-2.78%
TECHNOLOGY · Cap: $1.89T
Smart Verdict
WallStSmart Research — data-driven comparison
ASE Industrial Holding Co Ltd ADR generates 789% more annual revenue ($670.90B vs $75.46B). AVGO leads profitability with a 38.9% profit margin vs 7.0%. AVGO appears more attractively valued with a PEG of 0.43. AVGO earns a higher WallStSmart Score of 80/100 (A-).
ASX
Buy54
out of 100
Grade: C-
AVGO
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.3%
Fair Value
$43.00
Current Price
$31.49
$11.51 discount
Intrinsic value data unavailable for AVGO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.6% YoY
Large-cap with strong market position
17.2% revenue growth
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Revenue surging 47.9% year-over-year
Areas to Watch
Distress zone — elevated risk
7.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ASX
The strongest argument for ASX centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
Bull Case : AVGO
The strongest argument for AVGO centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bear Case : ASX
The primary concerns for ASX are Altman Z-Score, Profit Margin, PEG Ratio. A P/E of 63.3x leaves little room for execution misses.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 66.3x leaves little room for execution misses.
Key Dynamics to Monitor
AVGO carries more volatility with a beta of 1.46 — expect wider price swings.
AVGO is growing revenue faster at 47.9% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (80/100 vs 54/100), backed by strong 38.9% margins and 47.9% revenue growth. Both earn "Exceptional 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 premier semiconductor manufacturing services provider based in Taiwan, renowned for its advanced assembly and testing solutions, especially in innovative packaging technologies. The company caters to diverse sectors, including telecommunications, consumer electronics, and automotive, thus playing a vital role in the global electronics supply chain. With a strong emphasis on research and development, ASE is committed to innovation and high-quality service delivery, making it well-equipped to meet shifting market needs and seize new opportunities in the rapidly evolving technology landscape. Its operational excellence and strategic positioning enhance its potential for sustained growth in the semiconductor industry.
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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