ASE Technology Holding Co Ltd vs Hewlett Packard Enterprise Co — how do they compare? ASE Technology Holding Co Ltd trades at $39.66 (market cap $85.75B), while Hewlett Packard Enterprise Co trades at $57.46 (market cap $72.01B). The key difference: ASE Technology Holding Co Ltd is the larger of the two by market cap, and ASE Technology Holding Co Ltd pays the higher dividend (1.08%). Which is the better fit depends on your goals.
| ASX | HPE | |
|---|---|---|
Market Cap | $85.75B | $72.01B |
Sector | Technology | Technology |
52-Week High | $45.12 | $56.14 |
52-Week Low | $9.63 | $20.01 |
Enterprise Value | $90.15B | $87.96B |
Dividend Yield | 1.08% | 1.05% |
Signals from Pluang's Aura AI — not financial advice
ASE Technology Holding (ASX) trades at $39.62, up 5.39% today, with strong technical momentum and bullish moving averages. The company reported three consecutive quarterly earnings beats, with Q2 2026 EPS of $0.29 exceeding expectations by 26%. Revenue growth accelerated to $645.39B in 2025, with net income reaching $40.02B. Recent news highlights $10.5B capital expenditure increase for AI semiconductor capacity expansion.
Outlook remains positive with 80% analyst buy ratings and projected 2026 revenue of $711.2B. Key opportunities include AI-driven demand growth and margin expansion, while risks involve high valuation multiples (P/E 47.78) and significant capital expenditure commitments. The stock shows strong institutional interest despite some position adjustments by major funds.
HPE stock trades at $56.32, up 3.02% with strong momentum following recent analyst upgrades. The company shows robust earnings beats in recent quarters with Q1 2026 EPS of $0.79 beating expectations of $0.535. Technical indicators suggest bullish momentum while fundamentals show revenue growth to $34.3B in 2025, though net income declined significantly to $57M. Recent Morgan Stanley upgrade highlights AI infrastructure strength.
Outlook remains positive with AI-driven growth potential, though elevated P/E ratio of 50.82 warrants caution. Key risks include competitive pressures in server markets and execution challenges. Analyst consensus price target of $69.81 offers 24% upside potential from current levels, supported by institutional buying interest.
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →