Added to YB: 2025-12-29
Pitch date: 2025-12-24
ASML [neutral]
ASML Holding N.V.
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 348.2B
Pitch Price
N/A
Price Target
N/A
Dividend
0.71%
EV/EBITDA
27.69
P/E
37.09
EV/Sales
10.73
Sector
Semiconductors and Semiconductor Equipment
Category
value
ASML: Why the World's Most Critical Monopoly Only Scores a 6.7/10.
ASML (hold): Monopoly in EUV lithography machines ($400M each) serving TSMC/Samsung/Intel with 51.6% gross margins. Strong moat (6.7/10) from pricing power & switching costs. Quality score 7.6/10. High R&D for high-NA machines ramping 2026. Trading at fair value €896 vs €807 buy target. HOLD rating.
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