Perfil da empresa · Technology

ASM International NV

ASM · Amsterdã
Bolsa
Amsterdã
País / Região
Netherlands
Funcionários
4.489
Preço atual
798.4
Ao vivo · 27 de julho de 2026
Compra justa
≤ €500
Entrada com margem de segurança
Pontuação de Crescimento Baillie
45/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual €798.4 Ao vivo · Dentro da faixa de valor intrínseco otimista · muita expectativa já precificada

Faixa de valuation composta · conservador €280–€400 / justo €450–€650 / otimista €700–€850. A €798.4, Dentro da faixa de valor intrínseco otimista · muita expectativa já precificada.

Na publicação €898 (4 de junho de 2026)

Valor de mercado€ 42,01 bi
Receita (TTM)€ 3,2 bi
EBITDA€ 1,09 bi
Margem líquida31,01%
ROE24,94%
P/L (TTM)42,74
P/L projetado39,68
PEG1,9
LPA€ 20,11
Dividend yield0,37%
Faixa de 52 semanas€ 398,45 – € 1.092,50

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

ASM International NV, together with its subsidiaries, engages in the research, development, manufacturing, marketing, and servicing of equipment and materials used to produce semiconductor devices in the United States, Europe, and Asia. The company offers equipment used in wafer processing, which encompasses the fabrication steps in which silicon wafers are layered with semiconductor devices. It also provides wafer-processing deposition systems for surface modification, atomic layer deposition (ALD), such as plasma enhanced ALD (PEALD); epitaxy (Epi); plasma enhanced chemical vapor deposition (PECVD); and vertical furnace systems, including low pressure chemical vapor deposition (LPCVD), diffusion, oxidation, and cure. In addition, the company provides silicon carbide epitaxy (SiC Epi) tools for power and wafer applications; chemical mechanical polishing equipment for compound semiconductors and More-than-Moore manufacturing; and spare parts and support services. It sells its products to semiconductor manufacturers. The company was formerly known as Advanced Semiconductor Materials International NV. ASM International NV was incorporated in 1968 and is headquartered in Almere, the Netherlands.

História

ASM International NV was incorporated in 1968 and is headquartered in Almere, the Netherlands. The company was formerly known as Advanced Semiconductor Materials International NV. Its shares are listed on Euronext Amsterdam (ticker ASM.AS). It has expanded into adjacent process areas through acquisitions, acquiring LPE in 2022 (entering SiC epitaxy) and Axus Technology in 2025 (adding CMP capabilities for More-than-Moore and 3D integration).

Posição no setor

ASM International is a leading supplier of semiconductor wafer-processing deposition equipment, concentrated in atomic layer deposition (ALD/PEALD), epitaxy (including SiC Epi), PECVD, vertical furnaces (LPCVD, diffusion, oxidation, cure) and CMP, plus spare parts and services. The company reports a leading single-wafer ALD market share of over 55%. Its competitors include Applied Materials, Lam Research and Tokyo Electron. In 2025 revenue was about €3,173m and the company employed roughly 4,489 people, with the top five customers accounting for about 53% of revenue and the top ten about 72%.

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