Moat

ASML is the sole manufacturer of EUV lithography machines, which are crucial for advanced semiconductor manufacturing. No one can compete with them because of patents and the massive investment it would require.

Massive growth

Since 2019:

116% Revenue Growth

147% Operating Cash Flow Growth

170% Free Cash Flow Growth

P/E

P/E of 30 seems low compared to other big tech companies considering their past growth and that they're expected to grow their earnings 72% by 2025.

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Analysts

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Price target for analysts is 745$. 28% upside.

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They also pay a small dividend and consistently buyback shares.