ASML vs AVGO: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Broadcom Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
ASML trades at a lower forward P/E
(48.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
AVGO |
| Current Price |
$1,458.97 |
$371.59 |
| Fair Value Estimate |
$2,408.73 |
$186.35 |
| Upside to Fair Value |
+65.1%
|
-49.9%
|
| Market Cap |
$562.3B |
$1,761.8B |
| Forward P/E |
48.3x
|
70.7x
|
| EV / EBITDA |
37.6x
|
46.7x
|
| Price / Sales |
14.4x
|
25.9x
|
| Price / FCF |
54.4x
|
61.1x
|
| Revenue Growth YoY |
+13.2%
|
+7.2%
|
| Gross Margin |
52.6%
|
67.1%
|
| Operating Margin |
34.8%
|
40.9%
|
| Return on Equity |
52.0%
|
32.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
1.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
Accumulation Zones
| Metric |
ASML |
AVGO |
| Zone Low |
$1,806.55 |
$139.76 |
| Zone High |
$2,047.42 |
$158.40 |
| In Buy Zone? |
Yes
|
No
|