WallStSmart

ASML Holding NV ADR (ASML)vsTurning Point Brands Inc (TPB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ASML Holding NV ADR generates 6955% more annual revenue ($32.67B vs $463.06M). ASML leads profitability with a 29.4% profit margin vs 12.6%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 73/100 (B).

ASML

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 9.5Value: 7.3Quality: 5.0

TPB

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.5Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ASMLSignificantly Overvalued (-194.2%)

Margin of Safety

-194.2%

Fair Value

$518.82

Current Price

$1329.50

$810.68 premium

UndervaluedFair: $518.82Overvalued
TPBUndervalued (+12.1%)

Margin of Safety

+12.1%

Fair Value

$145.55

Current Price

$88.39

$57.16 discount

UndervaluedFair: $145.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ASML5 strengths · Avg: 9.8/10
Market CapQuality
$517.23B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
50.5%10/10

Every $100 of equity generates 51 in profit

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

Free Cash FlowQuality
$10.57B10/10

Generating 10.6B in free cash flow

Profit MarginProfitability
29.4%9/10

Keeps 29 of every $100 in revenue as profit

TPB4 strengths · Avg: 9.3/10
PEG RatioValuation
0.0510/10

Growing faster than its price suggests

EPS GrowthGrowth
194.5%10/10

Earnings expanding 194.5% YoY

Return on EquityProfitability
24.2%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
29.2%8/10

Revenue surging 29.2% year-over-year

Areas to Watch

ASML4 concerns · Avg: 3.0/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.9%4/10

4.9% revenue growth

P/E RatioValuation
46.5x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.5x2/10

Trading at 22.5x book value

TPB2 concerns · Avg: 3.5/10
P/E RatioValuation
28.4x4/10

Moderate valuation

Market CapQuality
$1.69B3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

Bull Case : ASML

The strongest argument for ASML centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.4% and operating margin at 35.3%.

Bull Case : TPB

The strongest argument for TPB centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 29.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.

Bear Case : ASML

The primary concerns for ASML are PEG Ratio, Revenue Growth, P/E Ratio. A P/E of 46.5x leaves little room for execution misses.

Bear Case : TPB

The primary concerns for TPB are P/E Ratio, Market Cap.

Key Dynamics to Monitor

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

ASML carries more volatility with a beta of 1.43 — expect wider price swings.

TPB is growing revenue faster at 29.2% — sustainability is the question.

ASML generates stronger free cash flow (10.6B), providing more financial flexibility.

Bottom Line

TPB scores higher overall (73/100 vs 56/100) and 29.2% 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 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.

Turning Point Brands Inc

CONSUMER DEFENSIVE · TOBACCO · USA

Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.

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