WallStSmart

ASML Holding NV ADR (ASML)vsCanadian Imperial Bank Of Commerce (CM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ASML Holding NV ADR generates 21% more annual revenue ($33.69B vs $27.91B). CM leads profitability with a 33.5% profit margin vs 29.7%. CM appears more attractively valued with a PEG of 2.10. CM earns a higher WallStSmart Score of 73/100 (B).

ASML

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 10.0Value: 3.7Quality: 5.0

CM

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 3.0
Piotroski: 5/9Altman Z: -0.62

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ASML4 strengths · Avg: 9.8/10
Market CapQuality
$615.85B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
52.2%10/10

Every $100 of equity generates 52 in profit

Operating MarginProfitability
36.0%10/10

Strong operational efficiency at 36.0%

Profit MarginProfitability
29.7%9/10

Keeps 30 of every $100 in revenue as profit

CM6 strengths · Avg: 8.8/10
Profit MarginProfitability
33.5%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Market CapQuality
$106.24B9/10

Large-cap with strong market position

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

Areas to Watch

ASML4 concerns · Avg: 2.5/10
PEG RatioValuation
2.404/10

Expensive relative to growth rate

P/E RatioValuation
53.2x2/10

Premium valuation, high expectations priced in

Price/BookValuation
1427.2x2/10

Trading at 1427.2x book value

Free Cash FlowQuality
$-2.61B2/10

Negative free cash flow — burning cash

CM4 concerns · Avg: 2.3/10
PEG RatioValuation
2.104/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.49B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.622/10

Distress zone — elevated risk

Debt/EquityHealth
2.661/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ASML

The strongest argument for ASML centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.7% and operating margin at 36.0%. Revenue growth of 13.2% demonstrates continued momentum.

Bull Case : CM

The strongest argument for CM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.5% and operating margin at 44.7%. Revenue growth of 16.7% demonstrates continued momentum.

Bear Case : ASML

The primary concerns for ASML are PEG Ratio, P/E Ratio, Price/Book. A P/E of 53.2x leaves little room for execution misses.

Bear Case : CM

The primary concerns for CM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.

Key Dynamics to Monitor

ASML profiles as a mature stock while CM is a growth play — different risk/reward profiles.

ASML carries more volatility with a beta of 1.37 — expect wider price swings.

CM is growing revenue faster at 16.7% — sustainability is the question.

CM generates stronger free cash flow (-2.5B), providing more financial flexibility.

Bottom Line

CM scores higher overall (73/100 vs 62/100), backed by strong 33.5% margins and 16.7% revenue growth. Both earn "Strong Buy" and "Buy" 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 NV ADR

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.

Canadian Imperial Bank Of Commerce

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Canadian Imperial Bank of Commerce, a diversified financial institution, offers a variety of financial products and services to personal, commercial, public sector, and institutional clients in Canada, the United States, and internationally. The company is headquartered in Toronto, Canada.

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