Added to YB: 2025-04-29
Pitch date: 2025-04-26
ASML [bullish]
ASML Holding N.V.
+65.68%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
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 5.13
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
High-Quality European Compounders You Need In Your Portfolio - ASML Holding N.V.
ASML: Dutch semiconductor equipment monopoly w/ untouchable EUV/DUV lithography position. €200B+ in R&D/capex created unassailable moat in advanced chipmaking. 50%+ gross margins, $200M+ per machine pricing power. Riding AI compute race, 2nm transition, chip re-shoring. Expanding beyond hardware into manufacturing platform.
Read full article (2 min)