AMZN vs ASML: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and ASML Holding N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
ASML |
| Current Price |
$251.19 |
$1,744.61 |
| Fair Value Estimate |
$297.67 |
$1,732.49 |
| Upside to Fair Value |
+18.5%
|
-0.7%
|
| Market Cap |
$2,702.1B |
$672.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
42.0x
|
| Price / Sales |
3.5x
|
19.0x
|
| Price / FCF |
—
|
67.2x
|
| Revenue Growth YoY |
+19.6%
|
+21.3%
|
| Gross Margin |
50.8%
|
52.7%
|
| Operating Margin |
12.1%
|
35.4%
|
| Return on Equity |
30.5%
|
52.4%
|
| Dividend Yield |
0% |
0.51% |
| FCF Yield |
—
|
1.49%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating …
Accumulation Zones
| Metric |
AMZN |
ASML |
| Zone Low |
$223.25 |
$1,299.37 |
| Zone High |
$253.02 |
$1,472.62 |
| In Buy Zone? |
Yes
|
No
|