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 2026-04-22.
Amazon.com, Inc. · Consumer Cyclical
$250.56
+32.0% upside to fair value
Grade B High Quality
VS
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B High Quality
QuantHub Verdict
ASML has more upside to fair value (+65.1%). AMZN trades at a lower forward P/E (34.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMZN ASML
Current Price $250.56 $1,458.97
Fair Value Estimate $330.77 $2,408.73
Upside to Fair Value +32.0% +65.1%
Market Cap $2,689.7B $562.3B
Forward P/E 34.5x 48.3x
EV / EBITDA 16.7x 37.6x
Price / Sales 3.8x 14.4x
Price / FCF 349.5x 54.4x
Revenue Growth YoY +13.6% +13.2%
Gross Margin 50.3% 52.6%
Operating Margin 11.2% 34.8%
Return on Equity 21.9% 52.0%
Dividend Yield 0% 0%
FCF Yield 0.29% 1.84%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN — Amazon.com, Inc.
Amazon.com, Inc. operates as a global leader in e-commerce and cloud computing, generating $716.9 billion in net sales for fiscal 2025 with a strong presence in North America, International markets, and AWS. The company benefits from durable competitive moats in e-commerce, where it is America’s largest online retailer with over four times the sales of its nearest rival as of 2015, and in cloud c…
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 AMZN ASML
Zone Low $248.08 $1,806.55
Zone High $281.15 $2,047.42
In Buy Zone? Yes Yes
← AMZN Research    ASML Research →    All Research