ASML vs COST: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Costco Wholesale Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
COST |
| Current Price |
$1,744.61 |
$896.48 |
| Fair Value Estimate |
$1,732.49 |
$1,117.50 |
| Upside to Fair Value |
-0.7%
|
+24.7%
|
| Market Cap |
$672.4B |
$397.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
32.7x
|
| Price / Sales |
19.0x
|
1.3x
|
| Price / FCF |
67.2x
|
42.4x
|
| Revenue Growth YoY |
+21.3%
|
+11.1%
|
| Gross Margin |
52.7%
|
17.5%
|
| Operating Margin |
35.4%
|
3.9%
|
| Return on Equity |
52.4%
|
28.0%
|
| Dividend Yield |
0.51% |
0.62% |
| FCF Yield |
1.49%
|
2.36%
|
| 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 …
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
Accumulation Zones
| Metric |
ASML |
COST |
| Zone Low |
$1,299.37 |
$838.12 |
| Zone High |
$1,472.62 |
$949.88 |
| In Buy Zone? |
No
|
Yes
|