EUV Lithography Monopoly vs Advanced Chip Foundry
ASML vs TSM: 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
$1698.3
+0.64%
MOAT SCORE
⚡ 96.0/100
VS
TSM
TSM 🇹🇼
Taiwan Semiconductor Manufactur
$433.24
+1.22%
MOAT SCORE
⚡ 90.0/100
📊 Quantitative Fundamental Matchup
| Fundamental Metric | ASML (ASML Holding N.V. - New York Re) | TSM (Taiwan Semiconductor Manufactur) | Advantage |
|---|---|---|---|
| Moat Score™ (0-100) | ⚡ 96.0 | ⚡ 90.0 | ASML (+6.0 pts) |
| Market Capitalization | $652.3B | $2.2T | - |
| Forward P/E Ratio | 44.5x | 25.6x | TSM (Cheaper Multiple) |
| Trailing P/E Ratio | 57.5x | 31.9x | - |
| Gross Profit Margin | 52.7% | 64.2% | TSM (Higher Pricing Power) |
| YoY Revenue Growth | +21.3% | +36.0% | TSM |
| Free Cash Flow | $8.4B | $730.8B | - |
| Superinvestor 13F Backing | None Tracked | None Tracked | TSM |
🏆 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 90.0/100 for TSM. ASML demonstrates superior capital allocation efficiency and wider defensive moat characteristics in the Semiconductors sector.
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