ASML vs CEG: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Constellation Energy Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
CEG trades at a lower forward P/E
(22.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
CEG |
| Current Price |
$1,775.64 |
$265.12 |
| Fair Value Estimate |
$2,574.68 |
$295.00 |
| Upside to Fair Value |
+45.0%
|
+11.3%
|
| Market Cap |
$684.4B |
$95.2B |
| Forward P/E |
62.1x
|
22.6x
|
| EV / EBITDA |
47.1x
|
12.6x
|
| Price / Sales |
18.4x
|
2.9x
|
| Price / FCF |
69.1x
|
196.2x
|
| Revenue Growth YoY |
+13.2%
|
+35.3%
|
| Gross Margin |
52.6%
|
44.6%
|
| Operating Margin |
34.8%
|
14.6%
|
| Return on Equity |
52.0%
|
11.1%
|
| Dividend Yield |
0% |
0.64% |
| FCF Yield |
1.45%
|
0.51%
|
| Analyst Consensus |
Strong Buy
|
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…
Constellation Energy is the largest private-sector power producer in the world and the largest operator of nuclear plants in the United States, controlling roughly 32,400 megawatts of largely carbon-free generation before its January 2026 acquisition of Calpine added about 23 gigawatts of natural gas and geothermal capacity to create a nearly 60 gigawatt platform spanning nuclear, gas, wind, sola…
Accumulation Zones
| Metric |
ASML |
CEG |
| Zone Low |
$1,931.01 |
$221.00 |
| Zone High |
$2,188.48 |
$251.00 |
| In Buy Zone? |
Yes
|
No
|