ASML vs Salesforce

ASML and Salesforce are examined side by side to compare business models, financial performance, and market context. This page presents neutral, accessible insights into how each company creates value, its strategic focus, and the environments in which it operates. Educational content, not financial advice.

ASML and Salesforce are examined side by side to compare business models, financial performance, and market context. This page presents neutral, accessible insights into how each company creates value...

Comparison Snapshot

Key Financial Metrics

ASML

Metric

CRM

$563.26B

Market Cap

$197.53B

-23.11%

Potential Profit

54.31%

Buy

Analyst Rating

Buy

Why It's Moving

ASML surges on record orders and aggressive 2026 outlook signaling AI chip boom acceleration.

Record $15.8B Q4 net bookings crushed Visible Alpha's $7.56B estimate, fueled by AI and data center chip demand for a backlog spanning over a year.
Raised 2026 guidance alongside €12B+ buyback and quarterly dividend hike to $3.1771 (annual $12.71, 0.9% yield), enhancing cash return appeal.
Bernstein hiked price target to $1,911 with Outperform rating, viewing recent dip as a buying opportunity despite capacity concerns.

Sentiment:

🐃Bullish

Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.

Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.

Sentiment:

🐃Bullish

ASML surges on record orders and aggressive 2026 outlook signaling AI chip boom acceleration.

Record $15.8B Q4 net bookings crushed Visible Alpha's $7.56B estimate, fueled by AI and data center chip demand for a backlog spanning over a year.
Raised 2026 guidance alongside €12B+ buyback and quarterly dividend hike to $3.1771 (annual $12.71, 0.9% yield), enhancing cash return appeal.
Bernstein hiked price target to $1,911 with Outperform rating, viewing recent dip as a buying opportunity despite capacity concerns.

Sentiment:

🐃Bullish

Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.

Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.

Sentiment:

🐃Bullish

Investment Analysis

ASML

Pros

ASML holds a near-monopoly in extreme ultraviolet lithography systems, which are essential for leading-edge semiconductor manufacturing worldwide.
The company has demonstrated robust profitability, with trailing twelve-month net income exceeding €11 billion and a gross margin consistently above 50%.
Management expects full-year 2025 net sales growth of around 15%, reflecting resilient demand in key semiconductor markets.

Considerations

ASML’s high valuation—with a P/E ratio above 36—could amplify downside risk if semiconductor sector growth falters or geopolitical risks escalate.
The business is exposed to cyclical swings in capital expenditure by chipmakers, potentially leading to revenue volatility during industry downturns.
Concentrated customer base among a handful of major semiconductor manufacturers increases dependence on a few large accounts for the majority of sales.

Salesforce

CRM

Pros

Salesforce maintains a dominant position in customer relationship management software, supported by a large, sticky enterprise customer base and high renewal rates.
The company continues to expand margins through disciplined cost management, even as it maintains double-digit revenue growth in cloud services.
Recent product innovations in artificial intelligence and data analytics strengthen its competitive edge in a rapidly evolving enterprise software market.

Considerations

Salesforce’s growth rate has decelerated compared to prior years, raising questions about its ability to sustain premium valuation multiples.
The company faces intensifying competition from both established tech giants and agile cloud-native rivals, pressuring pricing and customer acquisition.
Integration risks persist following multiple large acquisitions, with potential for execution missteps in aligning operations and realising synergies.

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