ASML vs CRWD: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
CRWD |
| Current Price |
$1,775.64 |
$191.12 |
| Fair Value Estimate |
$2,574.68 |
$253.64 |
| Upside to Fair Value |
+45.0%
|
+32.7%
|
| Market Cap |
$684.4B |
$194.6B |
| Forward P/E |
62.1x
|
-4023.6x
|
| EV / EBITDA |
47.1x
|
570.3x
|
| Price / Sales |
18.4x
|
38.2x
|
| Price / FCF |
69.1x
|
134.0x
|
| Revenue Growth YoY |
+13.2%
|
+25.6%
|
| Gross Margin |
52.6%
|
75.0%
|
| Operating Margin |
34.8%
|
-3.9%
|
| Return on Equity |
52.0%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
0.75%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
ASML |
CRWD |
| Zone Low |
$1,931.01 |
$190.23 |
| Zone High |
$2,188.48 |
$215.59 |
| In Buy Zone? |
Yes
|
Yes
|