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ASML Holding NV (AMS:ASML)

Semiconductors and Semiconductor Equipment
Tecnología
growth
cíclico

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

€1,212.60
-2.96% vs día anterior

Capitalización

649B

Desviación

-13.86%

Crec. Y/Y

13.8%

Margen EBIT

39.5%

ROIC

39%

PEG Ratio

1.47

ROE

52.2%

Crec. EPS 3A

23.8%

Net Debt / EBITDA

-0.7x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Último Análisis

04/2026
Fecha en la que se realizó la última valoración profunda de esta acción.

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
12.2%
CAGR EV/FCF 2026:
16.1%
CAGR Prom.:
11.2%
CAGR P/E:
11.7%
CAGR EV/EBITDA: 10.0%
CAGR EV/EBIT: 10.9%
Precio de compra para +15%:
€1,031.51

Múltiplos de Valoración

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

PER
35x
(Fair P/E: 56x)
EV/FCF
35x
CAGR EV/EBITDA
25x
CAGR EV/EBIT
28x

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
46x
Fair P/E
56x
CAGR EV/FCF
Tu Múltiplo: 35x
12.2%
18.5%
23.2%
CAGR P/E
Tu Múltiplo: 35x
11.7%
17.9%
22.7%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Reverse DCF

FCF negativo — Reverse DCF no aplicable

Rentabilidad mínima que exiges a tu inversión. Refleja el coste de oportunidad y el riesgo.

Múltiplo EV/FCF al que se valorará la empresa al final del periodo de proyección.

Notas

Rendimiento Histórico vs. Índices

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

Media vs. Bitcoin
-263.24%
Media vs. Gold
+20.08%
Media vs. Bono USA 7-10y
+31.72%
Media vs. Bono USA 1-3y
+30.82%
Media vs. Bono USA 20+y
+32.93%
Media vs. Dow Jones
+19.55%
Media vs. S&P 500
+16.97%
Media vs. NASDAQ 100
+10.84%
Media vs. MSCI World
+19.33%
Media vs. Russell 2000
+22.12%
Media vs. STOXX Europe 600
+25.76%
statistics.year
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
2026
YTD en Vivo
22.94%-10.01%+32.96%8.78%+14.16%-0.54%+23.49%-0.35%+23.29%-0.37%+23.31%1.75%+21.19%4.47%+18.47%6.89%+16.05%4.70%+18.25%11.11%+11.83%2.43%+20.51%
2025
33.54%110.77%-77.23%26.96%+6.58%-3.73%+37.26%0.05%+33.49%-11.17%+44.70%12.80%+20.73%24.01%+9.53%30.78%+2.76%17.88%+15.65%10.80%+22.74%5.50%+28.03%
2024
2.17%153.66%-151.49%11.76%-9.59%-0.15%+2.31%0.98%+1.18%-2.54%+4.71%13.74%-11.57%24.73%-22.56%44.52%-42.35%21.92%-19.76%15.78%-13.62%11.67%-9.50%
2023
31.88%-65.23%+97.11%0.78%+31.10%-15.93%+47.81%-5.00%+36.88%-31.00%+62.89%-9.40%+41.28%-19.95%+51.84%-33.89%+65.78%-19.70%+51.58%-22.50%+54.38%-13.29%+45.17%
2022
-28.20%60.33%-88.54%-6.24%-21.97%-4.15%-24.05%-0.98%-27.22%-5.94%-22.27%20.23%-48.43%28.79%-57.00%23.20%-51.41%21.22%-49.42%15.39%-43.59%21.66%-49.87%
2021
73.96%301.93%-227.97%23.90%+50.05%8.33%+65.63%2.02%+71.94%15.12%+58.83%6.02%+67.94%15.29%+58.66%41.75%+32.21%12.94%+61.02%18.48%+55.47%-4.64%+78.60%
2020
47.57%88.85%-41.29%17.78%+29.79%5.55%+42.01%1.20%+46.37%10.91%+36.66%21.91%+25.66%28.34%+19.23%34.60%+12.96%25.23%+22.34%23.05%+24.52%23.42%+24.15%
2019
91.84%-71.79%+163.63%-3.12%+94.95%-0.97%+92.81%-0.24%+92.08%-3.17%+95.01%-6.03%+97.87%-7.01%+98.85%-5.30%+97.14%-11.16%+103.00%-13.00%+104.83%-13.42%+105.26%
2018
-6.05%1,184.56%-1,190.62%11.93%-17.99%0.76%-6.82%-0.63%-5.43%6.03%-12.09%24.33%-30.39%18.42%-24.47%27.16%-33.21%19.45%-25.51%12.45%-18.51%7.16%-13.21%
2017
35.59%1,184.56%-1,148.97%11.93%+23.66%-1.15%+36.74%-0.02%+35.61%-1.91%+37.50%24.33%+11.26%18.42%+17.18%27.16%+8.44%19.45%+16.14%12.45%+23.14%7.16%+28.43%
common.average30.52%293.76%-263.24%10.45%+20.08%-1.20%+31.72%-0.30%+30.82%-2.40%+32.93%10.97%+19.55%13.55%+16.97%19.69%+10.84%11.19%+19.33%8.40%+22.12%4.77%+25.76%
Rendimiento anual de cada inversión. La línea discontinua marca el benchmark. 0% (punto de equilibrio).

Historial de Valoración

Registro de los cambios en los parámetros de valoración a lo largo del tiempo.

Fecha de Valoración
Crec. Y/Y
Margen EBIT
Deuda/Pat.
PER
EV/FCF
CAGR EV/EBITDA
CAGR EV/EBIT
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
Objetivo 2030
4/17/202613.8%39.5%-0.7x35x(56x)35x25x28x€1,407.77€1,439.28€1,699.49€1,904.18€2,074.73
4/15/202613.2%39.1%-0.7x35x(53x)35x25x28x€1,383.53€1,387.79€1,636.87€1,837.71€2,005.90
4/8/202613.5%39.1%-0.8x35x(52x)35x25x28x€1,387.44€1,369.88€1,617.63€1,837.45€2,028.98
3/28/202613.1%39.2%-0.8x35x(52x)35x25x28x€1,390.11€1,366.11€1,613.94€1,826.08€2,008.88
3/15/202613.4%39.2%-0.8x35x(52x)35x25x28x€1,390.11€1,365.59€1,617.31€1,840.56€2,036.50
1/29/202612.8%39%-0.8x35x(49x)35x25x28x€1,392.40€1,313.39€1,553.79€1,770.13€1,960.09
1/23/202614.5%36.2%-0.6x32x(51x)32x25x27x€857.30€912.01€1,184.92€1,390.50€1,631.75
1/12/202613.7%36.2%-0.6x32x(49x)32x25x27x€857.30€886.23€1,153.54€1,345.52€1,569.46
1/3/202613%35.9%-0.6x32x(47x)32x25x25x€856.13€867.09€1,120.04€1,298.52€1,505.46
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 y métricas de crecimiento.

Yield Actual
52.78%
Crecimiento (5A)
2,327.5%
Años Consecutivos
8