Added to YB: 2025-09-17
Pitch date: 2025-09-15
ASML [neutral]
ASML Holding N.V.
+24.25%
current return
Author Info
No bio for this author
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 744.69
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
Juggernaut | ASML - A Long Time Coming (Full Write-Up)
ASML (waiting for dips): Dutch lithography monopolist with 100% EUV market share, 90% DUV share. 20% 10yr earnings CAGR, 30% net margins, 50% ROE at 26x TTM P/E. Systems (77% rev, 52% GM) + services create moat. China export restrictions offset by AI/memory demand. Not in overheated US indices. Fair at $800.
Read full article (23 min)