ASML vs BA: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and The Boeing Company — 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
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
BA |
| Current Price |
$1,744.61 |
$201.15 |
| Fair Value Estimate |
$1,732.49 |
$265.00 |
| Upside to Fair Value |
-0.7%
|
+31.7%
|
| Market Cap |
$672.4B |
$159.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
28.4x
|
| Price / Sales |
19.0x
|
1.7x
|
| Price / FCF |
67.2x
|
—
|
| Revenue Growth YoY |
+21.3%
|
+8.0%
|
| Gross Margin |
52.7%
|
4.7%
|
| Operating Margin |
35.4%
|
-5.4%
|
| Return on Equity |
52.4%
|
104.8%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
—
|
| 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 …
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Accumulation Zones
| Metric |
ASML |
BA |
| Zone Low |
$1,299.37 |
$198.75 |
| Zone High |
$1,472.62 |
$225.25 |
| In Buy Zone? |
No
|
Yes
|