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ASML Holding NV (AMS:ASML)

Semiconductors and Semiconductor Equipment
Tecnología
growth
cíclico
dividend achiever

ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. It offers lithography, metrology, and inspection systems. The company also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies. In addition, it offers metrology and inspection systems, including YieldStar optical metrology systems to assess the quality of patterns on the wafers; and HMI electron beam solutions to identify and analyze individual chip defects. Further, the company provides computational lithography solutions, and lithography systems and control software solutions; and refurbishes and upgrades lithography systems, as well as offers customer support and related services. Additionally, it offers hardware, software, and services to chipmakers to produce the patterns of integrated circuits. The company operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States. The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001. ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.

Precio Actual

€951.60
-0.60% vs día anterior

Capitalización

500B

Desviación

+11.28%

Y/Y Growth

11.9%

EBIT Margin

35.6%

ROIC

35%

PEG Ratio

1.79

ROE

47.6%

3Y EPS Growth

17.9%

Dividend Yield

0.67%

Net Debt / EBITDA

-0.6x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
10.1%
CAGR EV/FCF (2025):
-10.1%
CAGR Prom.:
8.3%
CAGR P/E:
7.9%
CAGR EV/EBITDA: 8.6%
CAGR EV/EBIT: 6.6%
Precio de compra para +15%:
€699.32

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
32x
(Fair: 44x)
EV/FCF
32x
EV/EBITDA
25x
EV/EBIT
25x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
37x
Fair P/E
44x
CAGR EV/FCF
Tu Múltiplo: 32x
10.1%
13.3%
17.3%
CAGR P/E
Tu Múltiplo: 32x
7.9%
11.1%
15.0%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-155.18%
Media vs. Gold
+17.21%
Media vs. Bono USA 7-10y
+32.70%
Media vs. Bono USA 1-3y
+32.15%
Media vs. Bono USA 20+y
+34.28%
Media vs. Dow Jones
+20.79%
Media vs. S&P 500
+17.91%
Media vs. NASDAQ 100
+12.49%
Media vs. MSCI World
+20.53%
Media vs. Russell 2000
+22.40%
Media vs. STOXX Europe 600
+26.71%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento AMS:ASML
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
37.91%-1.40%+39.31%57.46%-19.55%4.29%+33.62%0.99%+36.92%0.69%+37.23%13.12%+24.79%16.85%+21.07%22.29%+15.62%20.22%+17.69%12.99%+24.93%13.34%+24.58%
2024
2.17%110.77%-108.60%26.96%-24.79%-3.73%+5.90%0.05%+2.12%-11.17%+13.34%12.80%-10.64%24.01%-21.84%30.78%-28.61%17.88%-15.72%10.80%-8.63%5.50%-3.34%
2023
31.88%153.66%-121.78%11.76%+20.13%-0.15%+32.03%0.98%+30.90%-2.54%+34.43%13.74%+18.14%24.73%+7.15%44.52%-12.64%21.92%+9.96%15.78%+16.10%11.67%+20.21%
2022
-28.20%-65.23%+37.02%0.78%-28.98%-15.93%-12.27%-5.00%-23.21%-31.00%+2.80%-9.40%-18.81%-19.95%-8.25%-33.89%+5.69%-19.70%-8.50%-22.50%-5.70%-13.29%-14.92%
2021
73.96%60.33%+13.62%-6.24%+80.19%-4.15%+78.11%-0.98%+74.94%-5.94%+79.89%20.23%+53.73%28.79%+45.16%23.20%+50.75%21.22%+52.74%15.39%+58.57%21.66%+52.29%
2020
47.57%301.93%-254.36%23.90%+23.66%8.33%+39.24%2.02%+45.55%15.12%+32.45%6.02%+41.55%15.29%+32.28%41.75%+5.82%12.94%+34.63%18.48%+29.08%-4.64%+52.21%
2019
91.84%88.85%+2.98%17.78%+74.06%5.55%+86.28%1.20%+90.64%10.91%+80.92%21.91%+69.92%28.34%+63.50%34.60%+57.23%25.23%+66.61%23.05%+68.79%23.42%+68.42%
2018
-6.05%-71.79%+65.74%-3.12%-2.94%-0.97%-5.09%-0.24%-5.82%-3.17%-2.88%-6.03%-0.03%-7.01%+0.95%-5.30%-0.75%-11.16%+5.11%-13.00%+6.94%-13.42%+7.37%
2017
35.59%1,184.56%-1,148.97%11.93%+23.66%0.76%+34.83%-0.63%+36.22%6.03%+29.56%24.33%+11.26%18.42%+17.18%27.16%+8.44%19.45%+16.14%12.45%+23.14%7.16%+28.43%
2016
33.18%109.91%-76.73%6.53%+26.65%-1.15%+34.33%-0.02%+33.20%-1.91%+35.09%15.24%+17.94%11.24%+21.94%9.79%+23.39%6.53%+26.65%22.42%+10.76%1.33%+31.84%
Media31.98%187.16%-155.18%14.77%+17.21%-0.71%+32.70%-0.16%+32.15%-2.30%+34.28%11.20%+20.79%14.07%+17.91%19.49%+12.49%11.45%+20.53%9.59%+22.40%5.27%+26.71%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
11/3/202511.9%35.6%-0.6x32x(32x)32x25x25x€855.14€848.95€1,078.16€1,231.47€1,406.58
10/19/202511.5%35.6%-0.6x32x(32x)32x25x25x€851.64€845.80€1,062.10€1,209.90€1,378.28
10/17/202511.5%35.6%-0.6x35x(32x)35x25x25x€929.73€923.25€1,159.46€1,320.81€1,504.62
10/15/202511.2%35.2%-0.6x35x(31x)35x25x25x€917.53€919.21€1,145.27€1,295.40€1,465.20
9/24/202513.2%35.1%-0.8x30x(35x)30x25x25x€841.30€893.46€1,083.05€1,225.02€1,385.60

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.Dividend Achiever - 10+ años de crecimiento continuo

Dividend Yield Actual
0.67%
Basado en 2025
Crecimiento Promedio
22.24%
CAGR últimos 10 años
Años Consecutivos
9
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
€6.40+4.92%
2024€6.10+5.17%
2023€5.80+5.45%
2022€5.50+100.00%
2021€2.75+14.58%
2020€2.40+14.29%
2019€2.10+50.00%
2018€1.40+16.67%
2017€1.20+14.29%
2016€1.05-
CAGR de Dividendos (2016 - 2025)
22.24%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2019
+91.84%
📉Worst Year
2022
-28.20%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

80%
8 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

AMS:ASML has demonstrated exceptional consistency with positive returns in 80% of years, qualifying as a Consistent Outperformer.