ASML Holding NV vs Shopify Inc. — how do they compare? ASML Holding NV trades at $1,806.78 (market cap $671.92B), while Shopify Inc. trades at $152.01 (market cap $199.66B). The key difference: ASML Holding NV is far larger — about 3.4× Shopify Inc.'s market cap, and ASML Holding NV pays a 0.52% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ASML | SHOP | |
|---|---|---|
Market Cap | $671.92B | $199.66B |
Sector | Technology | Technology |
52-Week High | $1.99K | $179.01 |
52-Week Low | $721.31 | $95.40 |
Enterprise Value | $665.45B | $194.89B |
Dividend Yield | 0.52% | — |
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.
Shopify (SHOP) trades at $151.57, up 2.8% today, following strong Q2 2026 results that beat earnings and revenue expectations. The stock shows bullish technical momentum with positive moving averages and is trading near key resistance at $154. Fundamentally, revenue growth remains robust at 30%+ with expanding margins, though valuation multiples remain elevated with a P/E of 102.4. Recent news highlights AI-driven commerce growth and strong merchant adoption.
The outlook remains positive with analyst consensus favoring Buy ratings (66%) and a $166 price target. Key opportunities include sustained e-commerce growth and AI integration, while risks include premium valuation sensitivity and competitive pressures. The company's improving cash flow generation and profitability trends support continued upward momentum.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →