ASML Holding NV ADR (ASML)vsResMed Inc (RMD)
ASML
ASML Holding NV ADR
$1,592.02
+4.97%
TECHNOLOGY · Cap: $595.37B
RMD
ResMed Inc
$206.76
-0.06%
HEALTHCARE · Cap: $30.01B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 508% more annual revenue ($33.69B vs $5.54B). ASML leads profitability with a 29.7% profit margin vs 27.4%. RMD appears more attractively valued with a PEG of 1.23. RMD earns a higher WallStSmart Score of 73/100 (B).
ASML
Buy62
out of 100
Grade: C+
RMD
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASML.
Margin of Safety
-13.1%
Fair Value
$229.58
Current Price
$206.76
$22.82 premium
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
Strong operational efficiency at 35.3%
Safe zone — low bankruptcy risk
Every $100 of equity generates 25 in profit
Keeps 27 of every $100 in revenue as profit
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
No major concerns identified
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 : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.4% and operating margin at 35.3%. Revenue growth of 10.8% 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 : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
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.
RMD generates stronger free cash flow (520M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RMD scores higher overall (73/100 vs 62/100), backed by strong 27.4% margins and 10.8% 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.
ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
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