Added to YB: 2024-09-02
Pitch date: 2024-08-30
ASML [neutral]
ASML Holding N.V.
+22.31%
current return
Author Info
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Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 366.4B
Pitch Price
EUR 883.67
Price Target
N/A
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML: One of a Kind Monopoly
ASML (deep dive): Monopoly in EUV lithography, critical for advanced chip production. Strong moat, high ROIC, 2024 transition year. Revenue targets €30-40B (2025), €44-60B (2030). Risks: geopolitical tensions, customer concentration. New CEO, but committed to strategy. High valuation (P/E 40), geopolitical risks warrant caution.
Read full article (16 min)