ASE Industrial Holding Co Ltd ADR (ASX)vsMicrosoft Corporation (MSFT)
ASX
ASE Industrial Holding Co Ltd ADR
$31.41
+2.66%
TECHNOLOGY · Cap: $67.01B
MSFT
Microsoft Corporation
$407.78
-3.93%
TECHNOLOGY · Cap: $3.03T
Smart Verdict
WallStSmart Research — data-driven comparison
ASE Industrial Holding Co Ltd ADR generates 103% more annual revenue ($645.39B vs $318.27B). MSFT leads profitability with a 39.3% profit margin vs 6.3%. MSFT appears more attractively valued with a PEG of 1.34. MSFT earns a higher WallStSmart Score of 72/100 (B).
ASX
Buy50
out of 100
Grade: C-
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASX.
Margin of Safety
-70.9%
Fair Value
$238.57
Current Price
$407.78
$169.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 54.3% YoY
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 34 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
18.3% revenue growth
Areas to Watch
6.3% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ASX
The strongest argument for ASX centers on EPS Growth, Market Cap.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bear Case : ASX
The primary concerns for ASX are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 47.1x leaves little room for execution misses.
Bear Case : MSFT
No major red flags identified for MSFT, but monitor valuation.
Key Dynamics to Monitor
ASX profiles as a value stock while MSFT is a growth play — different risk/reward profiles.
ASX carries more volatility with a beta of 1.18 — expect wider price swings.
MSFT is growing revenue faster at 18.3% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Bottom Line
MSFT scores higher overall (72/100 vs 50/100), backed by strong 39.3% margins and 18.3% 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 premier semiconductor manufacturing services provider, renowned for its advanced assembly and testing solutions that meet the demands of cutting-edge packaging technologies. Based in Taiwan, the company plays a crucial role in the global electronics supply chain, serving diverse sectors including telecommunications, consumer electronics, and automotive industries. ASE's strong emphasis on research and development fosters continuous innovation and quality enhancement, positioning the company for sustained growth in a dynamic technological landscape. With a proven track record of operational excellence, ASE is poised to effectively respond to market trends and leverage emerging opportunities for expansion.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
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