AMKR vs ASX vs UTSI vs TFII vs ONTO

For growth investors, TFI International Inc.

(TFII) is the stronger pick with 31. 1% revenue growth year-over-year, versus -30. 9% for UTStarcom Holdings Corp. (UTSI). TFI International Inc. (TFII) offers the better valuation at 26. 8x trailing P/E (26. 7x forward), making it the more compelling value choice. Analysts rate ASE Technology Holding Co. , Ltd. (ASX) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, TFI International Inc.

(TFII) is the cheapest at 26. 8x versus Onto Innovation Inc. at 102. 4x. On forward P/E, ASE Technology Holding Co. , Ltd. is actually cheaper at 1. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ASE Technology Holding Co. , Ltd. wins at 0. 13x versus Amkor Technology, Inc. 's 25. 97x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, ASE Technology Holding Co.

, Ltd. (ASX) delivered a total return of +368. 1%, compared to -48. 2% for UTStarcom Holdings Corp. (UTSI). Over 10 years, the gap is even starker: ONTO returned +1491% versus UTSI's -68. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), UTStarcom Holdings Corp.

(UTSI) is the lower-risk stock at 0. 18β versus Amkor Technology, Inc. 's 2. 90β — meaning AMKR is approximately 1540% more volatile than UTSI relative to the S&P 500. On balance sheet safety, Onto Innovation Inc. (ONTO) carries a lower debt/equity ratio of 1% versus 138% for TFI International Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), TFI International Inc.

(TFII) is pulling ahead at 31. 1% versus -30. 9% for UTStarcom Holdings Corp. (UTSI). On earnings-per-share growth, the picture is similar: ASE Technology Holding Co. , Ltd. grew EPS 27. 7% year-over-year, compared to -31. 5% for Onto Innovation Inc.. Over a 3-year CAGR, TFII leads at 7. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Onto Innovation Inc.

(ONTO) is the more profitable company, earning 13. 6% net margin versus -40. 2% for UTStarcom Holdings Corp. — meaning it keeps 13. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ONTO leads at 13. 2% versus -67. 4% for UTSI. At the gross margin level — before operating expenses — ONTO leads at 49. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, ASE Technology Holding Co. , Ltd. (ASX) is the more undervalued stock at a PEG of 0. 13x versus Amkor Technology, Inc. 's 25. 97x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ASE Technology Holding Co. , Ltd. (ASX) trades at 1. 0x forward P/E versus 39. 9x for Onto Innovation Inc. — 38. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ONTO: 16. 5% to $331. 67.

In this comparison, TFII (1.

8% yield), ASX (1. 0% yield), AMKR (0. 4% yield) pay a dividend. UTSI, ONTO do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, TFI International Inc.

(TFII) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 8% yield, +713. 0% 10Y return). Amkor Technology, Inc. (AMKR) carries a higher beta of 2. 90 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TFII: +713. 0%, AMKR: +1299%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AMKR (Technology) and ASX (Technology) and UTSI (Technology) and TFII (Industrials) and ONTO (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AMKR is a mid-cap quality compounder stock; ASX is a mid-cap quality compounder stock; UTSI is a small-cap quality compounder stock; TFII is a mid-cap high-growth stock; ONTO is a mid-cap quality compounder stock. ASX, TFII pay a dividend while AMKR, UTSI, ONTO do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.