ASML Holding NV ADR (ASML)vsQuanta Services Inc (PWR)
ASML
ASML Holding NV ADR
$1,641.74
-6.59%
TECHNOLOGY · Cap: $732.09B
PWR
Quanta Services Inc
$719.17
+0.49%
INDUSTRIALS · Cap: $108.70B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 12% more annual revenue ($33.69B vs $30.12B). ASML leads profitability with a 29.7% profit margin vs 3.7%. PWR appears more attractively valued with a PEG of 2.00. ASML earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
PWR
Buy56
out of 100
Grade: C
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
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
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
Expensive relative to growth rate
Trading at 11.9x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
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 : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 99.0x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
ASML profiles as a mature stock while PWR is a growth play — different risk/reward profiles.
ASML carries more volatility with a beta of 1.40 — expect wider price swings.
PWR is growing revenue faster at 26.3% — sustainability is the question.
PWR generates stronger free cash flow (172M), providing more financial flexibility.
Bottom Line
ASML scores higher overall (62/100 vs 56/100), backed by strong 29.7% margins and 13.2% revenue growth. Both earn "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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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