Analysis of Investment Opportunities in International Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 14 2026
0mins
Should l Buy ASML?
Source: Fool
- Market Valuation Comparison: Despite recent market turbulence due to the Iran conflict, U.S. stock valuations remain historically high, with the average S&P 500 stock trading at nearly 23 times earnings, making it challenging for investors to find true bargains.
- Attractiveness of International Stocks: Currently, nearly all major international stock indices are trading at significant discounts compared to their U.S. counterparts; for instance, the MSCI EAFE index has a price-to-earnings ratio of just over 15 times and a dividend yield of 3.4%, compared to 1.5% for the S&P 500.
- ETF Investment Advantages: The Schwab International Equity ETF (SCHF), with an expense ratio as low as 0.03%, tracks mid- and large-cap stocks from developed countries, holding approximately 1,500 stocks with the largest accounting for only 1.64%, providing investors with excellent diversification opportunities.
- Risk and Reward: While investing in international stocks carries currency and geopolitical risks, the risk-reward dynamics of the Schwab International Equity ETF appear particularly attractive in the current high-valuation market, especially considering the relative undervaluation of international stocks.
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Analyst Views on ASML
Wall Street analysts forecast ASML stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 1302.470
Low
1385
Averages
1583
High
1911
Current: 1302.470
Low
1385
Averages
1583
High
1911
About ASML
ASML Holding N.V. is a holding company based in the Netherlands. The Company operates through its subsidiaries in the Netherlands, the United States, Italy, France, Germany, the United Kingdom, Ireland, Belgium, South Korea, Taiwan, Singapore, China, Hong Kong, Japan, Malaysia and Israel. The Company operates through one business segment which is engage in development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems, consisting of lithography, metrology and inspection systems. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Declining Bond Yields: The 10-year T-note yield dropped by 8 basis points to 4.34%, reflecting market fears that the ongoing war in the Middle East could lead to fuel shortages, potentially suppressing expectations for Fed rate hikes and highlighting economic growth uncertainties.
- Rising Crude Oil Prices: Crude oil prices surged over 3% to a three-week high due to Iranian attacks on the Strait of Hormuz, indicating severe threats to global energy supply chains, which could lead to soaring prices in the future and impact the global economy.
- Weak Manufacturing Activity: The Dallas Fed manufacturing activity survey fell to -0.2, below the expected 2.0, reflecting signs of economic slowdown that could influence corporate investment decisions and future economic growth.
See More
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- Uncertain Fed Policy Outlook: Federal Reserve Chair Jerome Powell noted that while the central bank is monitoring the surge in energy prices, its tools to address supply-side shocks are limited, with markets pricing in only a 3% chance of a 25 bp rate hike at the April meeting, indicating investor uncertainty about future monetary policy.
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- Positive Bond Market Reaction: The 10-year Treasury yield fell to 4.330% as speculation grows that the ongoing conflict in the Middle East may lead to fuel shortages, offsetting inflation fears and supporting Treasury prices amid declining inflation expectations.
See More
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- Rising Oil Prices: Crude oil prices surged over 2% to a three-week high due to disruptions in oil and gas flows through the Strait of Hormuz caused by the Iran conflict, which could negatively impact global economic growth.
- Weak Manufacturing Activity: The Dallas Fed manufacturing activity index dropped from -0.4 to -0.2, falling short of the expected increase to 2.0, suggesting challenges in economic recovery that may influence future policy decisions.
- Escalating International Tensions: U.S. and Israeli military actions against Iran have intensified, with 3,500 sailors and Marines deployed to the Middle East, potentially leading to further volatility in energy markets and impacting global supply chains.
See More
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- Declining Bond Yields: The 10-year Treasury note yield fell by 10 basis points to 4.33%, driven by concerns that the ongoing war in the Middle East could lead to a fuel shortage, potentially hindering global economic growth and influencing the Fed's future rate decisions.
- Rising Oil Prices: Crude oil prices surged over 2% to a three-week high due to Iranian attacks on shipping, raising fears that the closure of the Strait of Hormuz could disrupt global oil and gas supplies, which may lead to significant price increases.
- Manufacturing Activity Decline: The Dallas Fed's manufacturing activity survey dropped by 0.4 to -0.2, falling short of the expected increase to 2.0, indicating signs of economic slowdown that could impact future investment decisions.
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- Strategic Partnerships: Mistral has secured backing from Microsoft and ASML, which acquired an 11% stake through a $1.3 billion investment, marking one of Europe's largest AI deals and providing Mistral with significant technical and financial support.
- Market Positioning: Mistral aims to position itself as Europe's answer to the U.S.-led AI ecosystem by building its own infrastructure stack from the ground up, enhancing its competitiveness in the global AI market.
See More
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- Market Performance Volatility: In morning trading, ASML Holding's stock fell approximately 2.2%, while Barclays rose about 0.4%, reflecting varied market reactions to different stocks, which may affect the overall performance of the ETF and the stability of its portfolio.
- Investor Sentiment Shift: The significant outflow may lead investors to question the effectiveness of ESG investment strategies, prompting fund management to reassess their investment approaches to restore investor confidence.
- Industry Impact Assessment: This outflow could have a ripple effect across the ESG investment sector, prompting other fund managers to focus on liquidity management and investor relations to address challenges posed by market fluctuations.
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