ASE Technology Holding Co Ltd vs CDW Corp. — how do they compare? ASE Technology Holding Co Ltd trades at $41.3 (market cap $92.88B), while CDW Corp. trades at $144.91 (market cap $18.45B). The key difference: ASE Technology Holding Co Ltd is far larger — about 5× CDW Corp.'s market cap, and CDW Corp. pays the higher dividend (1.75%). Which is the better fit depends on your goals.
| ASX | CDW | |
|---|---|---|
Market Cap | $92.88B | $18.45B |
Sector | Technology | Technology |
52-Week High | $45.12 | $182.18 |
52-Week Low | $9.50 | $99.30 |
Enterprise Value | $97.32B | $23.66B |
Dividend Yield | 0.98% | 1.75% |
Signals from Pluang's Aura AI — not financial advice
ASE Technology Holding (ASX) trades at $42.66, down 1.36% on the day, with a bullish technical signal from moving averages and strong support at $41. The company reported revenue of $645.39B in 2025, with net income of $40.02B and a net margin of 6.95%. Recent earnings beats and a dividend announcement for H2-26 of $0.42 per share highlight operational strength. Analyst sentiment is positive, with 80% recommending Buy, driven by AI-driven packaging demand and LEAP business growth.
Outlook remains favorable due to robust earnings momentum and expanding margins in advanced packaging, though high valuation ratios (P/E of 66.95) and debt levels pose risks. The stock's proximity to its 52-week high suggests limited near-term upside without further catalysts. Key risks include execution challenges in capacity expansion and macroeconomic sensitivity.
CDW trades at $144.39, up 2.98% today, near its pivot point of $139 with resistance at $143. The stock shows strong profitability with a 44.16% ROE and consistent earnings beats in recent quarters. Recent news highlights AI infrastructure demand fueling growth, while the company increased its share repurchase program by $1 billion in May 2026. Technical indicators are bullish, with moving averages supporting upward momentum.
Outlook remains positive driven by AI demand and shareholder returns, but risks include margin pressure and high debt. Analysts are bullish with a $142.17 consensus target and 71% buy ratings. Investors should monitor Q2 2026 earnings against the $2.80 EPS estimate for near-term direction.
Trailing returns across standard periods
Latest headlines on both assets
ASE Technology Holding Co Ltd is a semiconductor assembly and testing firm. The company operates in segments: Packaging, Testing, and Electronic Manufacturing Services. Of these, packaging services contribute the most revenue. It involves packaging bare semiconductors into completed semiconductors with improved electrical and thermal characteristics. The Testing Segment includes front-end engineering testing, wafer probing, and final testing services. In the EMS segment, the company designs manufacture and sells electronic components and telecommunication equipment motherboards. The company is based in Taiwan but garners over half its sales from firms in the United States.
Read more on ASX →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →