ASML Holding NV ADR (ASML)vsHoneywell International Inc (HON)
ASML
ASML Holding NV ADR
$1,592.02
+4.97%
TECHNOLOGY · Cap: $595.37B
HON
Honeywell International Inc
$213.12
-1.37%
INDUSTRIALS · Cap: $135.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 12% more annual revenue ($37.66B vs $33.69B). ASML leads profitability with a 29.7% profit margin vs 10.9%. HON appears more attractively valued with a PEG of 1.97. ASML earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
HON
Buy55
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
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.0%
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
Premium valuation, high expectations priced in
Trading at 9.9x book value
2.4% revenue growth
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 : HON
The strongest argument for HON centers on Market Cap, Return on Equity, Operating Margin.
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 : HON
The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ASML profiles as a mature stock while HON 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.
HON generates stronger free cash flow (-873M), providing more financial flexibility.
Bottom Line
ASML scores higher overall (62/100 vs 55/100), 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.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?