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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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.
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Valuation & Fundamentals
| Metric |
ASML |
BA |
| Current Price |
$1,458.97 |
$217.63 |
| Fair Value Estimate |
$2,408.73 |
$260.00 |
| Upside to Fair Value |
+65.1%
|
+19.5%
|
| Market Cap |
$562.3B |
$170.9B |
| Forward P/E |
48.3x
|
74.0x
|
| EV / EBITDA |
37.6x
|
28.4x
|
| Price / Sales |
14.4x
|
1.9x
|
| Price / FCF |
54.4x
|
-88.2x
|
| Revenue Growth YoY |
+13.2%
|
+34.5%
|
| Gross Margin |
52.6%
|
4.8%
|
| Operating Margin |
34.8%
|
-6.1%
|
| Return on Equity |
52.0%
|
41.0%
|
| Dividend Yield |
0% |
0.2% |
| FCF Yield |
1.84%
|
-1.1%
|
| Analyst Consensus |
Strong Buy
|
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…
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Accumulation Zones
| Metric |
ASML |
BA |
| Zone Low |
$1,806.55 |
$195.00 |
| Zone High |
$2,047.42 |
$221.00 |
| In Buy Zone? |
Yes
|
Yes
|