ASML Holding NV ADR (ASML)vsCorning Incorporated (GLW)
ASML
ASML Holding NV ADR
$1,592.02
+4.97%
TECHNOLOGY · Cap: $595.37B
GLW
Corning Incorporated
$186.94
+2.49%
TECHNOLOGY · Cap: $160.89B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 106% more annual revenue ($33.69B vs $16.32B). ASML leads profitability with a 29.7% profit margin vs 11.1%. GLW appears more attractively valued with a PEG of 1.80. GLW earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
GLW
Buy62
out of 100
Grade: C+
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
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
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
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
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 : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.
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 : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 89.9x leaves little room for execution misses.
Key Dynamics to Monitor
ASML profiles as a mature stock while GLW is a growth play — different risk/reward profiles.
ASML carries more volatility with a beta of 1.37 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
GLW generates stronger free cash flow (30M), providing more financial flexibility.
Bottom Line
ASML scores higher overall (62/100 vs 62/100), 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.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
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