WallStSmart

ASML Holding NV ADR (ASML)vsSonos Inc (SONO)

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Smart Verdict

WallStSmart Research — data-driven comparison

ASML Holding NV ADR generates 2270% more annual revenue ($35.33B vs $1.49B). ASML leads profitability with a 30.1% profit margin vs 3.8%. SONO trades at a lower P/E of 32.3x. ASML earns a higher WallStSmart Score of 70/100 (B-).

ASML

Strong Buy

70

out of 100

Grade: B-

Growth: 8.0Profit: 10.0Value: 4.3Quality: 7.5
Piotroski: 6/9Altman Z: 2.41

SONO

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 3.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ASML.

SONOSignificantly Overvalued (-31.9%)

Margin of Safety

-31.9%

Fair Value

$12.51

Current Price

$15.12

$2.61 premium

UndervaluedFair: $12.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ASML6 strengths · Avg: 9.7/10
Market CapQuality
$658.69B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
48.7%10/10

Every $100 of equity generates 49 in profit

Profit MarginProfitability
30.1%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
37.1%10/10

Strong operational efficiency at 37.1%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
21.3%8/10

Revenue surging 21.3% year-over-year

SONO2 strengths · Avg: 9.5/10
EPS GrowthGrowth
87.5%10/10

Earnings expanding 87.5% YoY

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Areas to Watch

ASML2 concerns · Avg: 2.0/10
P/E RatioValuation
58.1x2/10

Premium valuation, high expectations priced in

Price/BookValuation
1427.1x2/10

Trading at 1427.1x book value

SONO4 concerns · Avg: 3.3/10
P/E RatioValuation
32.3x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.72B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull 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 : SONO

The strongest argument for SONO centers on EPS Growth, Debt/Equity.

Bear Case : ASML

The primary concerns for ASML are P/E Ratio, Price/Book. A P/E of 58.1x leaves little room for execution misses.

Bear Case : SONO

The primary concerns for SONO are P/E Ratio, Market Cap, Return on Equity. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

ASML profiles as a growth stock while SONO is a value play — different risk/reward profiles.

SONO carries more volatility with a beta of 1.94 — expect wider price swings.

ASML is growing revenue faster at 21.3% — sustainability is the question.

ASML generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

ASML scores higher overall (70/100 vs 48/100), backed by strong 30.1% margins and 21.3% revenue growth. Both earn "Strong 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.

Sonos Inc

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sonos, Inc. designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Santa Barbara, California.

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