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ASML vs TEL
Which Stock Would AI Choose? ASML Holding N.V. (ASML) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- ASML boasts superior long-term growth with 76% one-year returns and YTD gains of 21%, driven by AI chip demand, outperforming TEL's 41% annual and -9% YTD amid supply issues.
- ASML's semiconductor lithography dominance positions it centrally in AI expansion, while TEL benefits from diversified connectivity in transportation and industrials.
- Recent market volatility from geopolitical tensions hit both stocks, with ASML down 5.5% and TEL 2.2% in latest sessions, but ASML shows stronger analyst support.
- Tickeron's AI bots trading semiconductors including ASML have achieved up to 112% annualized returns, highlighting sector momentum.
- TEL offers stability with a lower P/E of 30 versus ASML's 45, appealing to value-oriented investors.
- ASML's higher market cap of $508B reflects premium valuation, contrasting TEL's $60B amid relative performance shifts.
Introduction
This stock comparison examines ASML Holding N.V. and TE Connectivity (TEL), two key players in the electronics and semiconductor supply chain. ASML dominates advanced lithography for chip manufacturing, while TEL provides essential connectivity solutions for transportation and industrial applications. Traders focused on AI-driven growth and investors seeking diversified exposure to tech infrastructure will find value in analyzing their relative performance, sector positioning, and recent market dynamics. In the current environment of geopolitical tensions and AI expansion, understanding their contrasts aids informed portfolio decisions.
ASML Overview and Recent Performance
ASML Holding N.V. is the global leader in photolithography systems, particularly extreme ultraviolet (EUV) machines critical for advanced semiconductor production. Headquartered in the Netherlands, it supplies chipmakers like TSMC and Intel, enabling smaller, faster chips for AI and computing. Recent market activity has seen ASML stock experience volatility, with a 5.5% decline in the latest session amid broader semiconductor sell-offs tied to Mideast tensions and oil surges. Over the past year, shares have surged 76%, with YTD gains near 21%, reflecting robust AI chip demand and record orders. Sentiment has been influenced by expanding AI capabilities, shifting revenue mixes favoring South Korea and Taiwan over China due to export restrictions, and upward EPS revisions projecting 20%+ growth. Trading at a P/E of 45, the stock's premium valuation underscores its moat, though recent weeks show pullbacks from 52-week highs.
TEL Overview and Recent Performance
TE Connectivity plc designs and manufactures connectivity and sensor solutions for transportation, industrial, and communications sectors. Based in Ireland with global operations, it supports electric vehicles, data centers, and automation through connectors and antennas. In recent market activity, TEL shares fell 2.2% amid supply disruptions from Middle East issues, contributing to a 7.9% weekly drop and YTD decline of 9%. Despite this, one-year returns stand at 41%, bolstered by strong Q1 earnings with 22% revenue growth and record orders in industrial segments. A new $3B credit line enhances liquidity, while AI-related demand in data centers supports positioning. At a P/E of 30, TEL trades at a relative discount, with performance pressured by geopolitical risks but underpinned by diversified end-markets.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases over 25 top-performing AI trading bots curated from hundreds available, each trading thousands of tickers across stocks, ETFs, and crypto. These bots employ diverse strategies like technical/fundamental analysis, with timeframes from 5min to 60min, focusing on high-volatility sectors such as semiconductors, energy, aerospace, and industrials. Performance stats are impressive: annualized returns range from 14% to 215%, win rates 53% to 95%, and profit factors up to 25.83. For instance, a semiconductor bot including ASML (LRCX, TER, AMAT, KLAC, AMKR) delivers 100%+ annualized returns at 69% win rate, while multi-sector bots hit 133%. This curated section highlights bots best suited to current conditions. Explore Trending AI Robots to identify strategies aligning with your trading style.
Head-to-Head Comparison
ASML's business model centers on high-margin EUV lithography monopoly, driving explosive growth from AI chips, contrasting TEL's broader connectivity portfolio across autos and industrials for steadier revenue. Growth drivers differ: ASML leverages semiconductor boom with 20%+ EPS outlook, while TEL gains from EV and data center electrification amid 15% organic sales growth. Recent momentum favors ASML's 76% annual returns over TEL's 41%, though both face volatility—ASML from export curbs, TEL from supply chains. Risk factors include ASML's China exposure (declining to 33% of sales) versus TEL's diversification mitigating single-sector bets. Sector exposure positions ASML deeper in semis/AI, TEL in resilient industrials. Market sentiment tilts toward ASML as an AI "pick-and-shovel" play, with stronger analyst conviction despite higher valuation trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently favors ASML due to consistent trends in semiconductor strength, inclusion in high-performing bots yielding 100%+ annualized returns, and superior relative positioning amid AI catalysts. TEL's stability and lower valuation offer appeal, but ASML's growth trajectory and momentum suggest higher probability of outperformance in the near term, based on observable order books and sector tailwinds.
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 Hold and TEL is a Hold.
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 whileTEL’s FA Score has 4 green FA rating(s).
- ASML’s FA Score: 3 green, 2 red.
- TEL’s FA Score: 4 green, 1 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 TEL’s TA Score has 6 bullish TA indicator(s).
- ASML’s TA Score: 6 bullish, 3 bearish.
- TEL’s TA Score: 6 bullish, 4 bearish.
Price Growth
ASML (@Electronic Production Equipment) experienced а -1.25% price change this week, while TEL (@Electronic Components) price change was +7.12% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +10.31%. For the same industry, the average monthly price growth was +23.36%, and the average quarterly price growth was +116.53%.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.81%. For the same industry, the average monthly price growth was +11.15%, and the average quarterly price growth was +27.53%.
Reported Earning Dates
ASML is expected to report earnings on Jul 15, 2026.
TEL is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Electronic Production Equipment (+10.31% 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.
@Electronic Components (+4.81% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| ASML | TEL | ASML / TEL | |
| Capitalization | 565B | 72.2B | 783% |
| EBITDA | 12.6B | 4.47B | 282% |
| Gain YTD | 36.810 | 8.520 | 432% |
| P/E Ratio | 47.81 | 35.47 | 135% |
| Revenue | 32.7B | 18.1B | 181% |
| Total Cash | 13.3B | 1.25B | 1,063% |
| Total Debt | 4.39B | 5.71B | 77% |
ASML | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 26 Undervalued | |
PROFIT vs RISK RATING 1..100 | 27 | 18 | |
SMR RATING 1..100 | 19 | 51 | |
PRICE GROWTH RATING 1..100 | 39 | 10 | |
P/E GROWTH RATING 1..100 | 14 | 16 | |
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.
TEL's Valuation (26) in the Electronic Components industry is somewhat better than the same rating for ASML (75) in the Electronic Production Equipment industry. This means that TEL’s stock grew somewhat faster than ASML’s over the last 12 months.
TEL's Profit vs Risk Rating (18) in the Electronic Components industry is in the same range as ASML (27) in the Electronic Production Equipment industry. This means that TEL’s stock grew similarly to ASML’s over the last 12 months.
ASML's SMR Rating (19) in the Electronic Production Equipment industry is in the same range as TEL (51) in the Electronic Components industry. This means that ASML’s stock grew similarly to TEL’s over the last 12 months.
TEL's Price Growth Rating (10) in the Electronic Components industry is in the same range as ASML (39) in the Electronic Production Equipment industry. This means that TEL’s stock grew similarly to ASML’s over the last 12 months.
ASML's P/E Growth Rating (14) in the Electronic Production Equipment industry is in the same range as TEL (16) in the Electronic Components industry. This means that ASML’s stock grew similarly to TEL’s over the last 12 months.
| ASML | TEL | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 71% | 3 days ago 42% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 59% |
| MACD ODDS (%) | 3 days ago 79% | 3 days ago 73% |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 56% |
| TrendMonth ODDS (%) | 3 days ago 75% | 3 days ago 53% |
| Advances ODDS (%) | 6 days ago 72% | 3 days ago 59% |
| Declines ODDS (%) | 4 days ago 67% | 21 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 76% | 3 days ago 56% |
| Aroon ODDS (%) | 3 days ago 64% | 3 days ago 50% |
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