Added to YB: 2024-10-22
Pitch date: 2024-10-20
ASML [bullish]
ASML Holding N.V.
+50.8%
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 716.76
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: Undervalued Giant?
ASML: Monopoly in EUV lithography, 90%+ DUV share. 10x return in 10 yrs. Next-gen EUV machine by 2027, $360M each. Chip demand surge, new fabs boost orders. 12% annual revenue growth est., $51B by 2029. Fair value now, but monopoly status warrants investment. Strong moat, financials solid.
Read full article (13 min)