ASML vs CRM: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
CRM |
| Current Price |
$1,744.61 |
$236.42 |
| Fair Value Estimate |
$1,732.49 |
$263.88 |
| Upside to Fair Value |
-0.7%
|
+11.6%
|
| Market Cap |
$672.4B |
$193.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
14.4x
|
| Price / Sales |
19.0x
|
4.4x
|
| Price / FCF |
67.2x
|
12.8x
|
| Revenue Growth YoY |
+21.3%
|
+10.8%
|
| Gross Margin |
52.7%
|
77.3%
|
| Operating Margin |
35.4%
|
21.4%
|
| Return on Equity |
52.4%
|
20.2%
|
| Dividend Yield |
0.51% |
0.73% |
| FCF Yield |
1.49%
|
7.82%
|
| Analyst Consensus |
Buy
|
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 …
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
Accumulation Zones
| Metric |
ASML |
CRM |
| Zone Low |
$1,299.37 |
$197.91 |
| Zone High |
$1,472.62 |
$224.30 |
| In Buy Zone? |
No
|
No
|