AAPL vs ASML: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and ASML Holding N.V. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Apple Inc. · Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
ASML has more upside to fair value (+45.0%). AAPL trades at a lower forward P/E (35.4x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AAPL ASML
Current Price $294.80 $1,458.97
Fair Value Estimate $267.40 $2,115.51
Upside to Fair Value -9.3% +45.0%
Market Cap $4,329.8B $562.3B
Forward P/E 35.4x 48.3x
EV / EBITDA 27.3x 37.6x
Price / Sales 9.6x 14.4x
Price / FCF 33.5x 54.4x
Revenue Growth YoY +16.6% +13.2%
Gross Margin 47.9% 52.6%
Operating Margin 32.6% 34.8%
Return on Equity 146.7% 52.0%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 1.84%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL — Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
ASML — ASML Holding N.V.
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
Accumulation Zones
Metric AAPL ASML
Zone Low $200.50 $1,586.63
Zone High $227.30 $1,798.18
In Buy Zone? No Yes
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