ASML Holding N.V. New York Registry Shares (ASML)vsOnto Innovation Inc (ONTO)
ASML
ASML Holding N.V. New York Registry Shares
$1,662.85
+1.67%
TECHNOLOGY · Cap: $630.38B
ONTO
Onto Innovation Inc
$223.68
+4.44%
TECHNOLOGY · Cap: $10.83B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding N.V. New York Registry Shares generates 3424% more annual revenue ($39.47B vs $1.12B). ASML leads profitability with a 34.1% profit margin vs 11.8%. ASML appears more attractively valued with a PEG of 0.85. ASML earns a higher WallStSmart Score of 76/100 (B+).
ASML
Strong Buy76
out of 100
Grade: B+
ONTO
Buy64
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 61 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 44.4%
Revenue surging 55.2% year-over-year
Earnings expanding 135.9% YoY
Revenue surging 35.3% year-over-year
Earnings expanding 75.4% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.0%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 1421.2x book value
ROE of 6.9% — below average capital efficiency
Weak financial health signals
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, Profit Margin. Profitability is solid with margins at 34.1% and operating margin at 44.4%. Revenue growth of 55.2% demonstrates continued momentum.
Bull Case : ONTO
The strongest argument for ONTO centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 35.3% demonstrates continued momentum. PEG of 1.20 suggests the stock is reasonably priced for its growth.
Bear Case : ASML
The primary concerns for ASML are P/E Ratio, Price/Book. A P/E of 40.3x leaves little room for execution misses.
Bear Case : ONTO
The primary concerns for ONTO are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 87.2x leaves little room for execution misses.
Key Dynamics to Monitor
ONTO carries more volatility with a beta of 1.58 — expect wider price swings.
ASML is growing revenue faster at 55.2% — sustainability is the question.
ASML generates stronger free cash flow (11.4B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASML scores higher overall (76/100 vs 64/100), backed by strong 34.1% margins and 55.2% 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 N.V. New York Registry Shares
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.
Onto Innovation Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Onto Innovation Inc. is dedicated to the design, development, manufacture and support of process control tools that perform macrodefect inspection and metrology, lithography systems, and process control analytical software worldwide. The company is headquartered in Wilmington, Massachusetts.
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