Advertisement
ASML vs ON
Which Stock Would AI Choose? ASML Holding N.V. (ASML) vs. ON Semiconductor Corporation (ON) Stock Comparison
Key Takeaways
- ASML boasts superior year-to-date performance at approximately 30%, driven by AI-fueled EUV demand, outpacing ON's roughly 14% gain.
- Both stocks benefit from semiconductor sector tailwinds, but ASML's lithography monopoly provides a stronger moat compared to ON's power and sensing focus.
- Recent analyst upgrades for ASML, including Bank of America raising its price target, signal robust backlog growth amid geopolitical challenges.
- ON shows positive earnings revisions and investor interest, with shares up 6.7% in recent weeks, though facing softer end-market demand.
- Tickeron's AI robots targeting semiconductors, including bots trading ASML, have delivered annualized returns up to 99% with win rates over 69%.
- Over the past year, ASML has surged over 100%, significantly outperforming ON's more modest gains.
Introduction
This stock comparison between ASML Holding N.V. and ON Semiconductor Corporation (ON) examines two key players in the semiconductor ecosystem amid surging AI and data center demand. ASML, a leader in photolithography equipment, enables advanced chip production, while ON supplies power management and sensing solutions for automotive and industrial applications. Traders seeking exposure to semiconductor growth drivers, such as EUV technology and electrification trends, will find this analysis relevant for evaluating relative performance, sector positioning, and market sentiment in the current environment.
ASML Overview and Recent Performance
ASML Holding N.V., headquartered in Veldhoven, Netherlands, dominates the market for extreme ultraviolet (EUV) lithography systems essential for manufacturing cutting-edge semiconductors. The company reported 2025 revenue of €32.67 billion, up 15.6% year-over-year, with net systems sales comprising 74.9% of the total. In recent market activity, ASML's shares have advanced, reflecting a year-to-date gain of about 30% and over 100% in the past year, trading around $1,387. Sentiment has been bolstered by a surging EUV backlog fueled by AI demand, analyst price target hikes from firms like Bank of America to $1,886, and projected earnings growth of 20.5% for 2026. Despite geopolitical tensions and competition concerns from China, ASML's near-monopoly in advanced lithography sustains positive momentum.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), based in Scottsdale, Arizona, designs and manufactures intelligent power and sensing solutions for automotive, industrial, and cloud markets. The company focuses on high-margin areas like silicon carbide and image sensors amid electrification trends. In recent weeks, ON shares have gained about 6.7%, with year-to-date returns around 14%, trading near $59. Performance reflects positive Q4 revenue of $1.53 billion, upward earnings revisions, and investor attention despite broader market challenges and expected near-term revenue dips. Analysts note momentum in higher-margin segments, though softer industrial demand has tempered gains compared to pure AI plays.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the platform's top-performing AI trading bots from hundreds available, each trading thousands of tickers across diverse strategies, timeframes, and styles like trend following, dip buying, and volatility plays. Only those excelling in current market conditions—such as semiconductor booms—earn a spot, with over 25 featured bots showing annualized returns from +17% to +217%, win rates of 53%–95% (many over 70%), and profit factors up to 25.83. Semiconductor-focused bots, including those trading ASML, SOXL, and peers like LRCX, have posted up to +99% returns with 69% win rates on 15–60 minute frames. These AI/ML-driven agents adapt to volatility in sectors like semis and energy. Explore Tickeron’s Trending AI Robots to see real-time signals and copy top performers.
Head-to-Head Comparison
ASML and ON both thrive in semiconductors but differ in business models: ASML's capital equipment focus yields high margins (52.83% gross) and cyclical growth tied to fab expansions, while ON emphasizes discrete components for steady automotive/industrial demand. Growth drivers contrast sharply—ASML leverages AI-driven EUV exclusivity versus ON's electrification in EVs and sensors. Recent momentum favors ASML with 30% YTD gains and 100%+ one-year returns, outpacing ON's 14% YTD amid earnings beats but revenue pressures. Risk factors include ASML's geopolitical exposure (e.g., China export curbs) and high valuation (P/E ~37), balanced by €38.8B backlog; ON faces end-market softness but lower beta. Sector exposure aligns on semis, yet ASML benefits more from AI infrastructure, while ON diversifies into industrials. Market sentiment tilts toward ASML via upgrades, though ON attracts value hunters.
Tickeron AI Verdict
Tickeron’s AI currently favors ASML due to superior trend consistency, AI catalyst momentum, and inclusion in high-performing semiconductor bots yielding up to 99% annualized returns. ASML's relative positioning in EUV demand and backlog strength suggests higher probability of outperformance versus ON's steadier but less explosive profile, based on observable recent activity and sector rotations.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASML is a StrongBuy and ON is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ASML’s FA Score shows that 3 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s).
- ASML’s FA Score: 3 green, 2 red.
- ON’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ASML’s TA Score shows that 6 TA indicator(s) are bullish while ON’s TA Score has 6 bullish TA indicator(s).
- ASML’s TA Score: 6 bullish, 3 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
ASML (@Electronic Production Equipment) experienced а -1.58% price change this week, while ON (@Semiconductors) price change was +20.47% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +9.07%. For the same industry, the average monthly price growth was +30.43%, and the average quarterly price growth was +121.55%.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +24.75%, and the average quarterly price growth was +27.22%.
Reported Earning Dates
ASML is expected to report earnings on Jul 15, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Electronic Production Equipment (+9.07% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (+10.22% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| ASML | ON | ASML / ON | |
| Capitalization | 564B | 33.7B | 1,674% |
| EBITDA | 12.6B | 888M | 1,419% |
| Gain YTD | 38.376 | 58.006 | 66% |
| P/E Ratio | 48.51 | 295.03 | 16% |
| Revenue | 32.7B | 6B | 545% |
| Total Cash | 13.3B | 2.55B | 522% |
| Total Debt | 4.39B | 3.01B | 146% |
ASML | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 26 | 64 | |
SMR RATING 1..100 | 19 | 88 | |
PRICE GROWTH RATING 1..100 | 39 | 3 | |
P/E GROWTH RATING 1..100 | 14 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ASML's Valuation (76) in the Electronic Production Equipment industry is in the same range as ON (89) in the Semiconductors industry. This means that ASML’s stock grew similarly to ON’s over the last 12 months.
ASML's Profit vs Risk Rating (26) in the Electronic Production Equipment industry is somewhat better than the same rating for ON (64) in the Semiconductors industry. This means that ASML’s stock grew somewhat faster than ON’s over the last 12 months.
ASML's SMR Rating (19) in the Electronic Production Equipment industry is significantly better than the same rating for ON (88) in the Semiconductors industry. This means that ASML’s stock grew significantly faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is somewhat better than the same rating for ASML (39) in the Electronic Production Equipment industry. This means that ON’s stock grew somewhat faster than ASML’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as ASML (14) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ASML’s over the last 12 months.
| ASML | ON | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 72% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 72% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 72% | 1 day ago 72% |
| Declines ODDS (%) | 6 days ago 67% | 23 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 65% | 1 day ago 77% |
Advertisement