ASML Holding NV ADR (ASML)vsOshkosh Corporation (OSK)
ASML
ASML Holding NV ADR
$1,399.42
+2.18%
TECHNOLOGY · Cap: $517.23B
OSK
Oshkosh Corporation
$147.89
+0.85%
INDUSTRIALS · Cap: $9.28B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 213% more annual revenue ($32.67B vs $10.42B). ASML leads profitability with a 29.4% profit margin vs 6.2%. ASML appears more attractively valued with a PEG of 2.20. ASML earns a higher WallStSmart Score of 56/100 (C).
ASML
Buy56
out of 100
Grade: C
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-194.2%
Fair Value
$518.82
Current Price
$1399.42
$880.60 premium
Margin of Safety
-156.1%
Fair Value
$68.14
Current Price
$147.89
$79.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 35.3%
Generating 10.6B in free cash flow
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
4.9% revenue growth
Premium valuation, high expectations priced in
Trading at 23.7x book value
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 29.4% and operating margin at 35.3%.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
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 : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ASML carries more volatility with a beta of 1.43 — expect wider price swings.
ASML is growing revenue faster at 4.9% — sustainability is the question.
ASML generates stronger free cash flow (10.6B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASML scores higher overall (56/100 vs 48/100), backed by strong 29.4% margins. 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.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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