Added to YB: 2024-10-29
Pitch date: 2024-10-27
ASML [bullish]
ASML Holding N.V.
+54.12%
current return
Author Info
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 701.30
Price Target
1.0K (-5%)
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML: A Bargain after its recent fall?
ASML: Dominant EUV lithography player (90%+ mkt share) w/ deep moat. 10yr CAGR: Rev 17.9%, EPS 19%, FCF 12.5%. Risks: Asia concentration, tech disruption. Strong demand (€21B backlog), 17.3% mkt growth to 2030. Trading below median fwd P/E. DCF fair value €647, 45% upside best case. Quality biz at fair price.
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