Semiconductor Capital Goods: EUV Lithography vs Wafer Deposition & Etch
ASML vs AMAT: Head-to-Head Comparison
Comparing quantitative economic moats, Forward P/E multiples, balance sheet liquidity, and institutional 13F whale conviction.
👑 Higher Moat Score
ASM
ASML 🇺🇸
ASML Holding N.V. - New York Re
$1,698.30
+0.64%
MOAT SCORE
⚡ 96.0/100
VS
AMA
AMAT 🇺🇸
Applied Materials, Inc.
$456.49
+0.55%
MOAT SCORE
⚡ 46.0/100
📊 Quantitative Fundamental Matchup
| Fundamental Metric | ASML (ASML Holding N.V. - New York Re) | AMAT (Applied Materials, Inc.) | Advantage |
|---|---|---|---|
| Moat Score™ (0-100) | ⚡ 96.0 | ⚡ 46.0 | ASML (+50.0 pts) |
| Market Capitalization | $652.3B | $362.3B | - |
| Forward P/E Ratio | 44.5x | 35.7x | AMAT (Cheaper Multiple) |
| Trailing P/E Ratio | 57.5x | 39.4x | - |
| Gross Profit Margin | 52.7% | 49.4% | ASML (Higher Pricing Power) |
| YoY Revenue Growth | +21.3% | +24.8% | AMAT |
| Free Cash Flow | $8.4B | $3.1B | - |
| Superinvestor 13F Backing | None Tracked | None Tracked | - |
🏆 The MoatPicks Verdict: ASML Wins on Fundamentals
Based on our 12-point quantitative audit, ASML (ASML Holding N.V. - New York Re) achieves an overall Moat Score of 96.0/100 compared to 46.0/100 for AMAT. ASML demonstrates superior capital allocation efficiency, wider gross margins, and stronger defensive economic moat characteristics in the Semiconductor Capital Goods sector.
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