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...
Why It's Moving
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
ASE Technology Hits 52-Week High as Strong Revenue Signals Semiconductor Surge.
- November net revenues hit NT$58,820 million, up 11.1% YoY despite a slight sequential dip, highlighting resilient assembly and testing demand.
- ATM segment revenues jumped 23.6% YoY to NT$36,082 million, underscoring strength in core semiconductor packaging services.
- Russell Investments boosted its stake on December 11, reflecting growing institutional confidence in ASE's trajectory.
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
ASE Technology Hits 52-Week High as Strong Revenue Signals Semiconductor Surge.
- November net revenues hit NT$58,820 million, up 11.1% YoY despite a slight sequential dip, highlighting resilient assembly and testing demand.
- ATM segment revenues jumped 23.6% YoY to NT$36,082 million, underscoring strength in core semiconductor packaging services.
- Russell Investments boosted its stake on December 11, reflecting growing institutional confidence in ASE's trajectory.
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Explore BasketInvestment 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.
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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