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You are here: Home / Blog / ASML: The picks and shovels of chips

ASML: The picks and shovels of chips

April 13, 2025 By Sophocles Sophocleous Leave a Comment

ASML is the global leader in photolithography systems for semiconductor manufacturing. They basically make the machines that make chips used in computers, phones, cars, etc. Each machine costs hundreds of millions, and their customers include all the big chipmakers such as TSMC and Samsung.

The company is unique because it is the only company to make extreme ultraviolet (EUV) lithography machines. They are a monopoly. It took them over 15 years to develop the technology. Their machines are so precise, they could shoot a laser from Earth and hit a coin on the moon!

Check out this video on the company:

Market Info

Ticker: ENXTAM:ASML (Capital IQ, Netherlands), ASML (ADR, USA)
Stock Price (Local) 558.60
52-W High (July-11-2024): 1,021.80
52-W Low (April-07-2025): 508.40
5 Year Beta 1.26
Avg Volume (3-month, millions): 0.9
Avg Volume (USD, millions): 542.5m
Shares outstanding (basic): 393m
Country of Incorporation: Netherlands
Trading Currency: EUR
Filing Currency: EUR

Enterprise Value:

Figures on the left are in USD, and on the right are in Euro.

Market Cap (millions): $246,199 | €225,666
Plus: Total Debt $5,243 | €5,065 of which Leases $317 | €306
Less: Cash and ST Investments -$13,201 | -€12,751
EV (millions): $238,242 | €217,980

Key Valuation Metrics

P/E forward: 24x
EV/EBITDA forward: 18.2x
Dividend Yield: 1.1%

Key Persons

President, CEO, and Chair of the Board of Mgmt: Fouquet, Christophe Executive VP, CFO & Member of the Mgmt: Board Dassen, Roger J. Executive
VP, COO & Member of the Mgmt Board: Schneider-Maunoury, Frederic J.
Board of Directors, Chairman: Andersen, Nils

Top Holders

BlackRock: 8%
Vanguard: 4%
Norges Bank Inv Mgmt: 3%
Capital Research and Mgmt: 2%
FMR LLC: 2%

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fatalpha.com is not operated by a broker, a dealer, a registered investment adviser, or a regulated entity. Under no circumstances does any information posted represent a recommendation to buy or sell a security. In no event shall fatalpha.com, Sophocles Sophocleous, FATALPHA LTD, or any affiliates or associates be liable to any member or guest for any damages of any kind arising out of the use of any content available on the website. Past performance is a poor indicator of future performance. All the information on this site and any related materials is not intended to be, nor does it constitute investment advice or recommendations. All materials and information you obtain here are exclusively for informational purposes and does not constitute an offer or solicitation to provide any investment services to investors based in the U.S. or elsewhere.

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Sophocles Sophocleous

A Fulbright scholar and Chartered Financial Analyst, has been active in the global financial markets since 1999. This website displays his personal thoughts and views. Read More…

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