ASE Technology Holding Co Ltd vs Check Point Software Technologies Ltd — how do they compare? ASE Technology Holding Co Ltd trades at $39.49 (market cap $85.75B), while Check Point Software Technologies Ltd trades at $128.33 (market cap $13.18B). The key difference: ASE Technology Holding Co Ltd is far larger — about 6.5× Check Point Software Technologies Ltd's market cap, and ASE Technology Holding Co Ltd pays a 1.08% dividend while Check Point Software Technologies Ltd pays none. Which is the better fit depends on your goals.
| ASX | CHKP | |
|---|---|---|
Market Cap | $85.75B | $13.18B |
Sector | Technology | Technology |
52-Week High | $45.12 | $206.91 |
52-Week Low | $9.63 | $112.47 |
Enterprise Value | $90.15B | $12.88B |
Dividend Yield | 1.08% | — |
Signals from Pluang's Aura AI — not financial advice
ASE Technology Holding (ASX) trades at $37.59, up 0.53% today, with a bullish technical signal and strong earnings beats in recent quarters. The company reported Q2 2026 EPS of $0.29, exceeding expectations, and announced a $10.5 billion capital expenditure increase for AI-driven semiconductor demand (Reuters, 2026-07-30). Financials show revenue growth to $645.39 billion in 2025 and a net income margin of 8.46%, though valuation ratios like P/E of 47.78 appear elevated.
Outlook is positive due to AI capacity expansion and robust institutional interest, with 80% analyst buy ratings. Risks include high valuation sensitivity and execution challenges from increased capital spending. The stock's momentum is supported by earnings growth, but investors should monitor margin sustainability amid competitive pressures.
Check Point Software (CHKP) trades at $127.61, down 2.69% amid bearish technical signals, though it maintains strong fundamentals with a 37.93% net margin and consistent earnings beats. The company shows robust profitability with 86.12% gross margins and positive cash flow generation of $1.29B in 2025. Recent news highlights AI security growth potential and insider selling activity.
The stock presents a value opportunity with a 13.24 P/E ratio below industry averages, supported by analyst consensus target of $146.92 representing 15% upside. Key risks include competitive pressures in cybersecurity and margin compression trends. Institutional sentiment remains mixed with 41% buy ratings versus 51% hold recommendations.
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 →Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →