ASML Holding NV ADR (ASML)vsCisco Systems Inc (CSCO)
ASML
ASML Holding NV ADR
$1,592.02
+4.97%
TECHNOLOGY · Cap: $595.37B
CSCO
Cisco Systems Inc
$96.57
+4.79%
TECHNOLOGY · Cap: $364.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 75% more annual revenue ($59.05B vs $33.69B). ASML leads profitability with a 29.7% profit margin vs 18.8%. CSCO appears more attractively valued with a PEG of 1.46. CSCO earns a higher WallStSmart Score of 70/100 (B-).
ASML
Buy62
out of 100
Grade: C+
CSCO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASML.
Margin of Safety
-63.6%
Fair Value
$56.34
Current Price
$96.57
$40.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
Strong operational efficiency at 36.0%
Keeps 30 of every $100 in revenue as profit
Mega-cap, among the largest globally
Every $100 of equity generates 24 in profit
Strong operational efficiency at 24.9%
Earnings expanding 31.2% YoY
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 1396.5x book value
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : CSCO
The strongest argument for CSCO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 24.9%. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bear Case : ASML
The primary concerns for ASML are PEG Ratio, P/E Ratio, Price/Book. A P/E of 51.0x leaves little room for execution misses.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
ASML carries more volatility with a beta of 1.37 — expect wider price swings.
ASML is growing revenue faster at 13.2% — sustainability is the question.
CSCO generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSCO scores higher overall (70/100 vs 62/100), backed by strong 18.8% margins. 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.
Cisco Systems Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.
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