Added to YB: 2024-10-30
Pitch date: 2024-10-27
ASML [neutral]
ASML Holding N.V.
+54.12%
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 701.30
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
value
ASML Holding N.V. - $ASML
ASML (overvalued): Dominant EUV lithography player, 90%+ DUV market share. Q3 beat with €7.5B sales (+12% YoY), but €2.6B orders missed. 2025 rev guide cut to €30-35B. Risks: cyclical demand, geopolitics, customer dependence. DCF fair value €435 vs €664 price. Overvalued despite strong moat.
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