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 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
QuantHub Verdict
ASML trades at a lower forward P/E
(62.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
BA |
| Current Price |
$1,775.64 |
$234.54 |
| Fair Value Estimate |
$2,574.68 |
$340.08 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$684.4B |
$184.9B |
| Forward P/E |
62.1x
|
96.9x
|
| EV / EBITDA |
47.1x
|
30.4x
|
| Price / Sales |
18.4x
|
2.0x
|
| Price / FCF |
69.1x
|
-177.6x
|
| Revenue Growth YoY |
+13.2%
|
+14.0%
|
| Gross Margin |
52.6%
|
4.8%
|
| Operating Margin |
34.8%
|
-5.9%
|
| Return on Equity |
52.0%
|
-8723.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
ASML Holding N.V. is a leading semiconductor equipment manufacturer specializing in photolithography systems critical for chip production. The company exhibits high business quality with a durable competitive moat supported by advanced technology and strong market position, reflected in a 52% return on equity and robust margins including a 52.6% gross margin and 29.7% net margin. Despite strong r…
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Accumulation Zones
| Metric |
ASML |
BA |
| Zone Low |
$1,931.01 |
$255.06 |
| Zone High |
$2,188.48 |
$289.07 |
| In Buy Zone? |
Yes
|
Yes
|