Live Report · Updated January 26, 2026

Atlassian vs ASE Technology

This page compares Atlassian Corporation Plc and ASE Technology Holding Co. Ltd. It offers a neutral overview of their business models, financial performance, and market context, aiming to present clear, accessible context without investment guidance. Educational content, not financial advice.

This page compares Atlassian Corporation Plc and ASE Technology Holding Co. Ltd. It offers a neutral overview of their business models, financial performance, and market context, aiming to present cle...

Comparison Snapshot

Key Financial Metrics

TEAM

Metric

ASX

$36.43B

Market Cap

$44.26B

79.28%

Potential Profit

-9.59%

Buy

Analyst Rating

Buy

Why It's Moving

Atlassian Stock Surges 28% on Stellar Earnings, Signaling Robust Enterprise Momentum

Revenue hit $1.29 billion, topping estimates by $50 million, while adjusted EPS of $0.96 crushed forecasts by 27%, underscoring resilient demand for collaboration tools.
Enterprise and Premium offerings each surged 40%—double overall growth—driven by a record number of $1 million+ contract wins that attract bigger clients.
Cloud revenues expanded 30%, bolstering long-term positioning in a $67 billion market, with analysts lifting targets to signal 13% upside potential.

Sentiment:

🐃Bullish

ASE Technology surges on strong analyst forecasts and sector tailwinds amid AI boom.

Stock jumped 26.97% over the past month, trading at $19.86 with a P/E ratio of 38.55—below the industry's 111.38 average, suggesting relative value.
Analysts forecast 29.3% annual earnings growth and 12.3% revenue expansion, beating US market averages and signaling high future ROE of 22.9%.
UBS upgraded to Hold rating on January 19, as institutional investors like Moran Wealth pile in, riding semiconductor services momentum.

Sentiment:

🐃Bullish

Atlassian Stock Surges 28% on Stellar Earnings, Signaling Robust Enterprise Momentum

Revenue hit $1.29 billion, topping estimates by $50 million, while adjusted EPS of $0.96 crushed forecasts by 27%, underscoring resilient demand for collaboration tools.
Enterprise and Premium offerings each surged 40%—double overall growth—driven by a record number of $1 million+ contract wins that attract bigger clients.
Cloud revenues expanded 30%, bolstering long-term positioning in a $67 billion market, with analysts lifting targets to signal 13% upside potential.

Sentiment:

🐃Bullish

ASE Technology surges on strong analyst forecasts and sector tailwinds amid AI boom.

Stock jumped 26.97% over the past month, trading at $19.86 with a P/E ratio of 38.55—below the industry's 111.38 average, suggesting relative value.
Analysts forecast 29.3% annual earnings growth and 12.3% revenue expansion, beating US market averages and signaling high future ROE of 22.9%.
UBS upgraded to Hold rating on January 19, as institutional investors like Moran Wealth pile in, riding semiconductor services momentum.

Sentiment:

🐃Bullish

Investment Analysis

Atlassian

TEAM

Pros

Atlassian holds strong profitability metrics with normalized return on equity at 76.78%, indicating efficient capital use.
The company offers a diversified and innovative software product portfolio including Jira, Confluence, and Trello, supporting customer retention and growth.
Recent acquisition of The Browser Company indicates strategic expansion into synergistic technology areas.

Considerations

Atlassian’s valuation multiples are high with a price-to-earnings ratio over 60 and price-to-book ratio above 40, implying elevated market expectations.
The company shows negative interest coverage ratio, reflecting debt servicing challenges or unprofitable periods.
Stock price has shown significant volatility with a 12-month range from $144 to $326, indicating potential instability in market sentiment.

ASE Technology

ASX

Pros

ASE Technology has a lower valuation with a price-to-earnings ratio of 24, suggesting more moderate market expectations compared to peers.
The company benefits from diversified revenue streams across packaging, testing, and electronic manufacturing services segments.
ASE Technology serves a large customer base with over half of its sales derived from large U.S. technology firms, providing global market exposure.

Considerations

ASE Technology’s liquidity ratios such as quick ratio below 1 highlight potential short-term asset coverage constraints.
The semiconductor industry exposure subjects ASE to cyclicality and risks associated with global supply chain disruptions and geopolitical tensions.
Large employee base and operational complexity could pose execution and cost management challenges.

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