ASML vs MTSI
ASML Holding N.V. vs MACOM Technology Solutions — AI-powered side-by-side comparison
ASML
ASML Holding N.V.
71
Buy
VS
MTSI
MACOM Technology Solutions
67
Buy
| Metric | ASML | MTSI |
|---|
| AI Score |
71
|
67
|
| Price |
$1,846.52
|
$316.29
|
| P/E Ratio |
57.31×
|
98.89×
|
| ROE |
49.0%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.7%
|
56.6%
|
| Debt / Equity |
0.09×
|
0.24×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
69.8
|
62.7
|
| Beta |
1.394
|
1.71
|
| Expected Upside |
+8.3%
|
+31.9%
|
AI Committee View
Current Innellis committee reasoning for ASML versus MTSI.
ASML leads by 4 points.
ASML scores 71/100 (Buy) versus MTSI at 67/100 (Buy).
ASML Committee View
80% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 20.0% signals elevated volatility — Risk
MTSI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 17.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 28.4% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 101.1 is expensive by classic value standards — Value
- Price-to-book of 7.1x prices in significant intangible value — Value
- Bollinger bandwidth of 33.8% signals elevated volatility — Risk