ASML Holding NV vs Brookfield Infrastructure Partners LP — how do they compare? ASML Holding NV trades at $1,812.49 (market cap $671.92B), while Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B). The key difference: ASML Holding NV is far larger — about 38.5× Brookfield Infrastructure Partners LP's market cap, and Brookfield Infrastructure Partners LP pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| ASML | BIP | |
|---|---|---|
Market Cap | $671.92B | $17.46B |
Sector | Technology | Industrials |
52-Week High | $1.99K | $42.62 |
52-Week Low | $725.85 | $29.81 |
Enterprise Value | $665.45B | $76.41B |
Dividend Yield | 0.52% | 4.79% |
Signals from Pluang's Aura AI — not financial advice
ASML trades at $1,740.99, up 2.15% today, with a bullish technical signal and strong support near $1,721. The stock shows robust fundamentals with 2025 revenue of $32.67B and net income of $9.61B, though high valuation ratios like a P/E of 59.29 indicate premium pricing. Recent earnings beat expectations in Q1 and Q2 2026, and analyst consensus is bullish with a $2,390 price target.
Outlook remains positive driven by AI demand for semiconductor equipment, but risks include geopolitical tensions with China and high valuation sensitivity. Institutional sentiment is strong with 56.82% buy ratings, though competition and export curbs pose challenges to growth sustainability.
Brookfield Infrastructure Partners (BIP) trades at $39.04, up 0.26% on the day, with a bullish technical signal and strong analyst support. The stock shows a high P/E ratio of 61.26 but attractive EV/EBITDA of 6.91, while recent earnings misses in Q4 2025 and Q1-Q2 2026 contrast with positive cash flow trends and a 2.6% net income margin. Recent news highlights dividend strength and corporate simplification efforts.
Outlook remains positive with a consensus price target of $44.67, offering ~14% upside, supported by bullish sentiment and infrastructure demand. Risks include earnings volatility, high debt-to-asset ratio of 69.68%, and macroeconomic pressures on profitability. The dividend yield and institutional interest provide stability, but execution on guidance is critical.
Trailing returns across standard periods
Latest headlines on both assets
Founded in 1984 and based in the Netherlands, ASML is the leader in photolithography systems used in the manufacturing of semiconductors. Photolithography is the process in which a light source is used to expose circuit patterns from a photomask onto a semiconductor wafer. The latest technological advances in this segment allow chipmakers to continually increase the number of transistors on the same area of silicon, with lithography historically representing a meaningful portion of the cost of making cutting-edge chips. Chipmakers require next-generation EUV lithography tools from ASML to continue past the 5-nanometer process node. ASML's products are used at every major semiconductor manufacturer, including Intel, Samsung, and TSMC.
Read more on ASML →Brookfield Infrastructure owns and operates high-quality global assets across utilities, transport, midstream, and data sectors. It focuses on generating stable, long-term cash flows from essential infrastructure.
Read more on BIP →