ASML Holding NV vs Equinix Inc — how do they compare? ASML Holding NV trades at $1,758.21 (market cap $688.66B), while Equinix Inc trades at $1,046.8 (market cap $103.67B). The key difference: ASML Holding NV is far larger — about 6.6× Equinix Inc's market cap, and Equinix Inc pays the higher dividend (1.87%). Which is the better fit depends on your goals.
| ASML | EQIX | |
|---|---|---|
Market Cap | $688.66B | $103.67B |
Sector | Technology | Real Estate |
52-Week High | $1.99K | $1.12K |
52-Week Low | $689.63 | $726.09 |
Enterprise Value | $682.20B | $123.96B |
Dividend Yield | 0.49% | 1.87% |
Signals from Pluang's Aura AI — not financial advice
ASML trades at $1,797.32, down 0.38% on the day, with technical indicators showing a bullish trend despite recent volatility. The company reported strong Q1 2026 earnings that beat expectations, with revenue reaching $32.67B in 2025 and net income margins of 29.71%. Analyst consensus remains strongly positive with 56.82% buy ratings and a $2,210 price target, though elevated valuation ratios (P/E 61.03) warrant caution.
ASML maintains a dominant position in advanced semiconductor equipment with robust profitability and growth prospects driven by AI infrastructure demand. Key risks include China export restrictions, competitive pressures, and high valuation multiples. The stock offers exposure to critical chip manufacturing technology but requires monitoring of earnings execution and geopolitical developments.
Equinix (EQIX) trades at $1,051.21, up 1.58% with a bearish technical signal despite strong analyst support. The data center REIT shows solid revenue growth to $9.22B in 2025 and expanding profit margins of 15.07%, though valuation metrics remain elevated with a P/E of 72.7. Recent partnerships with Cisco and NVIDIA position EQIX to capitalize on AI infrastructure demand, while negative cash flow trends and rising debt-to-asset ratios present financial concerns.
The outlook balances AI-driven growth potential against valuation and leverage risks. With 74.5% analyst buy ratings and a $1,120 consensus price target suggesting 6.5% upside, institutional sentiment remains positive. However, investors face execution risks in capital-intensive expansion and sensitivity to interest rate changes given the REIT structure and substantial debt load.
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 →Equinix is a retail provider of data centers, enabling hundreds of enterprise tenants to house their servers and networking equipment in a collocated environment. Tenants can then connect with each other, through cloud service providers and telecom networks. Equinix operates 240 data centers in 66 markets worldwide and owns just less than half of them. The firm has roughly 10,000 customers, including 2,000 networks, that are dispersed over five verticals: Cloud and IT Services, Content Providers, Network and Mobile Services, Financial Services, and Enterprise. About 70% of Equinix's revenue comes from renting space to tenants and related services, and more than 15% comes from connecting customers with each other. Equinix operates as a real estate investment trust.
Read more on EQIX →