ASML Holding NV ADR (ASML)vsQnity Electronics, Inc (Q)
ASML
ASML Holding NV ADR
$1,740.99
+2.15%
TECHNOLOGY · Cap: $634.32B
Q
Qnity Electronics, Inc
$138.00
+3.47%
TECHNOLOGY · Cap: $29.66B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 614% more annual revenue ($35.33B vs $4.95B). ASML leads profitability with a 30.1% profit margin vs 13.1%. ASML appears more attractively valued with a PEG of 1.90. ASML earns a higher WallStSmart Score of 68/100 (B-).
ASML
Strong Buy68
out of 100
Grade: B-
Q
Buy51
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 49 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 37.1%
Conservative balance sheet, low leverage
Revenue surging 21.3% year-over-year
Strong operational efficiency at 22.8%
17.6% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 1500.9x book value
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 21.7%
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 30.1% and operating margin at 37.1%. Revenue growth of 21.3% demonstrates continued momentum.
Bull Case : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : ASML
The primary concerns for ASML are PEG Ratio, P/E Ratio, Price/Book. A P/E of 53.8x leaves little room for execution misses.
Bear Case : Q
The primary concerns for Q are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 42.9x leaves little room for execution misses.
Key Dynamics to Monitor
ASML is growing revenue faster at 21.3% — sustainability is the question.
ASML generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASML scores higher overall (68/100 vs 51/100), backed by strong 30.1% margins and 21.3% 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 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.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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