ASML Holding NV vs Entegris Inc

ASML Holding NV (ASML) is overvalued and Entegris Inc (ENTG) is fairly valued.

Against our estimates of intrinsic value, ENTG trades at the wider discount: a margin of safety of +1%, against -53% for ASML.

Values as of the 22 Sept 2026 close.

ASML Holding NV (ASML)

A 10.6x revenue multiple, adjusted for growth and margin, values the shares at $1145.30; the price of $1747.90 is 53% above that value.

Leak Score 59/100 on 3 of 12 signals

Entegris Inc (ENTG)

A 8.0x revenue multiple, adjusted for growth and margin, values the shares at $152.30; the price of $151.11 is 1% below that value.

Leak Score 38/100 on 10 of 12 signals

MetricASMLENTG
VerdictOvervaluedFairly valued
Price$1747.90$151.11
Intrinsic value$1145.30$152.30
Margin of safety-53%+1%
Leak Score59/100 (3/12)38/100 (10/12)
Market cap$673.7B$23.1B
Revenue growth, 5 years18.3%11.4%
Operating margin35.4%17.1%
Net margin30.1%9.2%
Return on equity54.4%7.7%
Debt to equity0.090.86
P/E54.4x75.7x
Forward P/E28.8x29.9x
P/B27.0x5.5x
Dividend yield0.6%0.2%

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