ASML Holding NV ADR (ASML)vsDanaher Corporation (DHR)
ASML
ASML Holding NV ADR
$1,592.02
+4.97%
TECHNOLOGY · Cap: $595.37B
DHR
Danaher Corporation
$171.16
-2.56%
HEALTHCARE · Cap: $124.33B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 36% more annual revenue ($33.69B vs $24.78B). ASML leads profitability with a 29.7% profit margin vs 14.9%. DHR appears more attractively valued with a PEG of 1.11. ASML earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
DHR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASML.
Margin of Safety
-28.4%
Fair Value
$136.83
Current Price
$171.16
$34.33 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 22.9%
Generating 1.1B 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
3.7% revenue growth
ROE of 7.1% — below average capital efficiency
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 : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.11 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 : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
ASML profiles as a mature stock while DHR is a value play — different risk/reward profiles.
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.
DHR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ASML scores higher overall (62/100 vs 58/100), backed by strong 29.7% margins and 13.2% revenue growth. Both earn "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.
Danaher Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.
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