Celestica vs ASE Technology

Celestica and ASE Technology are presented here for comparison. This page compares business models, financial performance, and market context for Celestica and ASE Technology in a neutral, accessible way. It outlines how each company approaches manufacturing, partnerships, and growth strategies for context. Educational content, not financial advice.

Celestica and ASE Technology are presented here for comparison. This page compares business models, financial performance, and market context for Celestica and ASE Technology in a neutral, accessible ...

Comparison Snapshot

Key Financial Metrics

CLS

Metric

ASX

$35.63B

Market Cap

$41.73B

13.20%

Potential Profit

-4.39%

Buy

Analyst Rating

Buy

Why It's Moving

Institutional Investors Pile into ASE Technology Amid Semiconductor Surge

Ninety One North America boosted its ASE stake by 82.3% in Q3, adding over 224,000 shares to reach $5.51 million, reflecting strong institutional conviction in ASE's back-end manufacturing prowess.
Stock price rose 10% in the past week to around $19.41 as of January 16, driven by sector tailwinds in high-bandwidth memory and AI applications that boost demand for ASE's testing services.
Analysts upgraded ratings with a consensus Buy, underscoring ASE's strategic positioning in the expanding semiconductor supply chain despite upcoming Q4 earnings on February 5.

Sentiment:

🐃Bullish

Institutional Investors Pile into ASE Technology Amid Semiconductor Surge

Ninety One North America boosted its ASE stake by 82.3% in Q3, adding over 224,000 shares to reach $5.51 million, reflecting strong institutional conviction in ASE's back-end manufacturing prowess.
Stock price rose 10% in the past week to around $19.41 as of January 16, driven by sector tailwinds in high-bandwidth memory and AI applications that boost demand for ASE's testing services.
Analysts upgraded ratings with a consensus Buy, underscoring ASE's strategic positioning in the expanding semiconductor supply chain despite upcoming Q4 earnings on February 5.

Sentiment:

🐃Bullish

Investment Analysis

Celestica

CLS

Pros

Celestica has transformed its business model and is expected to achieve about 20% revenue growth and 42% EPS growth in 2025, outperforming many peers.
The company provides diversified supply chain solutions and manufacturing services across advanced technology, cloud, aerospace, and industrial markets globally.
Analysts have a generally positive outlook reflected in a consensus 'Buy' rating from 13 analysts and strong earnings growth momentum with a 75% increase in 2024 earnings.

Considerations

Celestica's valuation metrics such as P/E ratio near 45 and price-to-book around 14x are significantly higher than sector averages, indicating premium pricing risks.
Legacy low-margin businesses still weigh on overall profitability and complicate straightforward valuation comparisons with peers.
Analyst price targets show mixed expectations with forecasts ranging from a 13% potential downside to a moderate upside, reflecting uncertainty about sustained growth.

ASE Technology

ASX

Pros

ASE Technology is the world's largest provider of semiconductor assembly and testing services, benefiting from strong industry leadership and scale economies.
The company is strategically positioned to capture growing demand from evolving semiconductor technologies such as advanced packaging and automotive chips.
Strong financial health with consistent revenue and profit growth supported by resilient demand in semiconductor manufacturing supply chain.

Considerations

ASE Technology is exposed to cyclical semiconductor industry fluctuations and macroeconomic risks, which can impact order visibility and margins.
High capital expenditure needs and technological complexity in semiconductor packaging require continuous investment and execution precision.
Geopolitical tensions and supply chain disruptions, especially related to Taiwan and China, raise operational risks for ASE’s manufacturing footprint.

About The Companies

Celestica (CLS)

Celestica Inc. is a global company that plays a crucial role behind the scenes for many well-known technology brands. It provides comprehensive hardware platform and supply chain solutions, helping original equipment manufacturers (OEMs) design, build, and deliver their products. The company operates through two main segments. The first, Advanced Technology Solutions (ATS), serves sophisticated markets like aerospace and defence, industrial automation, and HealthTech. The second, Connectivity & Cloud Solutions (CCS), focuses on the backbone of the digital world, including communications equipment, servers, and data storage. By offering everything from initial design and engineering to manufacturing and systems integration, Celestica positions itself as a key partner in the lifecycle of complex electronic products. As with any investment, the value can go down as well as up and your capital is at risk.

ASE Technology (ASX)

ASE Industrial Holding Co. Ltd. is a global provider of semiconductor assembly, packaging and testing services, operating in capital‑intensive, technology‑driven markets. With a market capitalisation of about $27.82bn, the company’s performance is closely tied to demand for chips across consumer electronics, communications, automotive and data‑centre applications. Investors should note the business benefits from longer‑term trends such as advanced packaging, node migration and growing compute intensity, while facing shorter‑term cyclicality in semiconductor spending. Key variables include customer order patterns, investment cycles, capital expenditure needs and supply‑chain or geopolitical disruptions. Financial metrics, margin trends and capacity expansion plans are useful indicators to watch. This summary provides educational information only and is not investment advice; values can rise and fall, and past performance does not predict future returns. Prospective investors should carry out their own research or consult a regulated adviser to determine whether this stock fits their objectives and risk tolerance.

ASE Technology (ASX) Next Earnings Date

ASE Technology Holding Co., Ltd. (ASX), the semiconductor services provider, has its next earnings date estimated for February 12, 2026, aligning with the consensus from multiple financial calendars based on historical patterns. This report will cover the fourth quarter of 2025 (period ending December 2025). Note that some sources suggest minor variations around early February, but February 12 reflects the most consistent projection as of now.

ASE Technology (ASX) Next Earnings Date

ASE Technology Holding Co., Ltd. (ASX), the semiconductor services provider, has its next earnings date estimated for February 12, 2026, aligning with the consensus from multiple financial calendars based on historical patterns. This report will cover the fourth quarter of 2025 (period ending December 2025). Note that some sources suggest minor variations around early February, but February 12 reflects the most consistent projection as of now.

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Comparison Snapshot

Why It's Moving

Institutional Investors Pile into ASE Technology Amid Semiconductor Surge

Institutional Investors Pile into ASE Technology Amid Semiconductor Surge