Added to YB: 2024-07-12
Pitch date: 2024-07-11
ASML [neutral]
ASML Holding N.V.
-22.67%
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 267.4B
Pitch Price
EUR 1.1K
Price Target
N/A
Dividend
0.93%
Sector
Semiconductors and Semiconductor Equipment
Category
value
Is ASML a buy today?
ASML: EUV lithography monopoly with 3-tier moat: 1) Decade-long tech lead ($15B+ invested) 2) Complex, exclusive supply chain 3) High switching costs. Strong customer relations. FCF yield 1.5-2%, mgmt guides 9-17% CAGR to 2030. At €1060, limited upside; better entry €700-800 for 10%+ returns.
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