ASML Holding NV ADR (ASML)vsCamtek Ltd (CAMT)
ASML
ASML Holding NV ADR
$1,641.74
-6.59%
TECHNOLOGY · Cap: $732.09B
CAMT
Camtek Ltd
$195.72
-9.36%
TECHNOLOGY · Cap: $8.99B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 6651% more annual revenue ($33.69B vs $499.09M). ASML leads profitability with a 29.7% profit margin vs 9.6%. ASML appears more attractively valued with a PEG of 2.81. ASML earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
CAMT
Hold35
out of 100
Grade: F
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
Strong operational efficiency at 22.4%
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
Trading at 13.2x book value
2.5% revenue growth
ROE of 7.0% — below average capital efficiency
Weak financial health signals
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 : CAMT
The strongest argument for CAMT centers on Operating Margin.
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 : CAMT
The primary concerns for CAMT are Price/Book, Revenue Growth, Return on Equity. A P/E of 199.1x leaves little room for execution misses.
Key Dynamics to Monitor
ASML profiles as a mature stock while CAMT is a value play — different risk/reward profiles.
CAMT carries more volatility with a beta of 1.56 — expect wider price swings.
ASML is growing revenue faster at 13.2% — sustainability is the question.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASML scores higher overall (62/100 vs 35/100), 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.
Camtek Ltd
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Camtek Ltd., develops, manufactures and sells inspection and metrology equipment for advanced interconnect packaging, memory, complementary metal oxide semiconductor image sensors, microelectromechanical systems, radio frequency and other segments of the semiconductor industry. The company is headquartered in Migdal HaEmek, Israel.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?