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 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
AVGO |
| Current Price |
$1,744.61 |
$354.99 |
| Fair Value Estimate |
$1,732.49 |
$408.70 |
| Upside to Fair Value |
-0.7%
|
+15.1%
|
| Market Cap |
$672.4B |
$1,688.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
33.0x
|
| Price / Sales |
19.0x
|
18.9x
|
| Price / FCF |
67.2x
|
42.9x
|
| Revenue Growth YoY |
+21.3%
|
+85.5%
|
| Gross Margin |
52.7%
|
67.7%
|
| Operating Margin |
35.4%
|
48.3%
|
| Return on Equity |
52.4%
|
43.9%
|
| Dividend Yield |
0.51% |
0.73% |
| FCF Yield |
1.49%
|
2.33%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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 …
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Accumulation Zones
| Metric |
ASML |
AVGO |
| Zone Low |
$1,299.37 |
$306.52 |
| Zone High |
$1,472.62 |
$347.39 |
| In Buy Zone? |
No
|
No
|