ASML Holding N.V. New York Registry Shares (ASML)vsCamtek Ltd (CAMT)
ASML
ASML Holding N.V. New York Registry Shares
$1,424.75
+5.02%
TECHNOLOGY · Cap: $630.38B
CAMT
Camtek Ltd
$97.05
+5.58%
TECHNOLOGY · Cap: $6.89B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding N.V. New York Registry Shares generates 7809% more annual revenue ($39.47B vs $499.09M). ASML leads profitability with a 34.1% profit margin vs 9.6%. ASML appears more attractively valued with a PEG of 0.85. ASML earns a higher WallStSmart Score of 76/100 (B+).
ASML
Strong Buy76
out of 100
Grade: B+
CAMT
Hold37
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 61 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 44.4%
Revenue surging 55.2% year-over-year
Earnings expanding 135.9% YoY
Strong operational efficiency at 22.4%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 1217.7x book value
Expensive relative to growth rate
2.5% revenue growth
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ASML
The strongest argument for ASML centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 34.1% and operating margin at 44.4%. Revenue growth of 55.2% demonstrates continued momentum.
Bull Case : CAMT
The strongest argument for CAMT centers on Operating Margin.
Bear Case : ASML
The primary concerns for ASML are P/E Ratio, Price/Book. A P/E of 40.3x leaves little room for execution misses.
Bear Case : CAMT
The primary concerns for CAMT are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 227.1x leaves little room for execution misses.
Key Dynamics to Monitor
ASML profiles as a growth stock while CAMT is a value play — different risk/reward profiles.
CAMT carries more volatility with a beta of 1.59 — expect wider price swings.
ASML is growing revenue faster at 55.2% — sustainability is the question.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASML scores higher overall (76/100 vs 37/100), backed by strong 34.1% margins and 55.2% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ASML Holding N.V. New York Registry Shares
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ASML Holding NV develops, produces, markets, sells and services advanced semiconductor equipment systems consisting of lithography, metrology and inspection related systems for memory and logic chip manufacturers. The company is headquartered in Veldhoven, the Netherlands.
Camtek Ltd
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Camtek Ltd., develops, manufactures and sells inspection and metrology equipment for advanced interconnect packaging, memory, complementary metal oxide semiconductor image sensors, microelectromechanical systems, radio frequency and other segments of the semiconductor industry. The company is headquartered in Migdal HaEmek, Israel.
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