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
+45.0% upside to fair value
Grade B
High Quality
VS
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
QuantHub Verdict
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 |
BA |
| Current Price |
$1,458.97 |
$231.28 |
| Fair Value Estimate |
$2,115.51 |
$335.36 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$562.3B |
$181.8B |
| Forward P/E |
48.3x
|
83.4x
|
| EV / EBITDA |
37.6x
|
30.8x
|
| Price / Sales |
14.4x
|
2.0x
|
| Price / FCF |
54.4x
|
776.7x
|
| 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 |
1.84%
|
0.13%
|
| 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…
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Accumulation Zones
| Metric |
ASML |
BA |
| Zone Low |
$1,586.63 |
$251.52 |
| Zone High |
$1,798.18 |
$285.06 |
| In Buy Zone? |
Yes
|
Yes
|