ASML Holding NV ADR (ASML)vsOnto Innovation Inc (ONTO)
ASML
ASML Holding NV ADR
$1,641.74
-6.59%
TECHNOLOGY · Cap: $732.09B
ONTO
Onto Innovation Inc
$253.24
-7.83%
TECHNOLOGY · Cap: $16.11B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 3169% more annual revenue ($33.69B vs $1.03B). ASML leads profitability with a 29.7% profit margin vs 10.3%. ONTO appears more attractively valued with a PEG of 1.51. ASML earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
ONTO
Hold44
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 48 in profit
Strong operational efficiency at 36.0%
Keeps 30 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 1465.8x book value
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of 5.0% — 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, 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 : ONTO
The strongest argument for ONTO centers on Altman Z-Score.
Bear Case : ASML
The primary concerns for ASML are PEG Ratio, P/E Ratio, Price/Book. A P/E of 63.7x leaves little room for execution misses.
Bear Case : ONTO
The primary concerns for ONTO are PEG Ratio, Return on Equity, Piotroski F-Score. A P/E of 151.3x leaves little room for execution misses.
Key Dynamics to Monitor
ASML profiles as a mature stock while ONTO is a value play — different risk/reward profiles.
ONTO carries more volatility with a beta of 1.63 — expect wider price swings.
ASML is growing revenue faster at 13.2% — sustainability is the question.
ONTO generates stronger free cash flow (23M), providing more financial flexibility.
Bottom Line
ASML scores higher overall (62/100 vs 44/100), backed by strong 29.7% margins and 13.2% revenue growth. Both earn "Buy" and "Hold" 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.
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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