ASE Technology Holding Co Ltd vs D R Horton Inc — how do they compare? ASE Technology Holding Co Ltd trades at $39.49 (market cap $85.75B), while D R Horton Inc trades at $146.31 (market cap $42.18B). The key difference: ASE Technology Holding Co Ltd is far larger — about 2× D R Horton Inc's market cap, and D R Horton Inc pays the higher dividend (1.19%). Which is the better fit depends on your goals.
| ASX | DHI | |
|---|---|---|
Market Cap | $85.75B | $42.18B |
Sector | Technology | Consumer Cyclical |
52-Week High | $45.12 | $184.04 |
52-Week Low | $9.63 | $132.53 |
Enterprise Value | $90.15B | $47.28B |
Dividend Yield | 1.08% | 1.19% |
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.
DHI trades at $146.66, down 2.93% on the day, amid a bearish technical signal. The stock has consistently beaten earnings estimates in recent quarters, including Q2 2026 EPS of $3.20 versus $3.02 expected. However, revenue and net income have trended lower from 2023 peaks, with 2025 revenue at $34.25B and net income at $3.59B. The company maintains a reasonable valuation with a P/E of 14.37 and recently declared a $0.45 dividend payable in August 2026.
The outlook is mixed; strong execution and cash returns support the stock, but lowered guidance and margin pressure from elevated mortgage rates pose headwinds. Analyst consensus is nearly evenly split between Buy and Hold, with a $153 price target suggesting modest upside. Key risks include persistent demand softness in housing and competitive disruption from new entrants like Boxabl.
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 →D.R. Horton is a leading homebuilder in the United States with operations in 98 markets across 31 states. D.R. Horton mainly builds single-family detached homes (over 90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton's headquarters are in Arlington, Texas, and it manages six regional segments across the United States.
Read more on DHI →