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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
CRWD |
| Current Price |
$1,458.97 |
$449.61 |
| Fair Value Estimate |
$2,408.73 |
$926.44 |
| Upside to Fair Value |
+65.1%
|
+106.1%
|
| Market Cap |
$562.3B |
$114.0B |
| Forward P/E |
48.3x
|
-619.9x
|
| EV / EBITDA |
37.6x
|
981.7x
|
| Price / Sales |
14.4x
|
23.7x
|
| Price / FCF |
54.4x
|
92.0x
|
| Revenue Growth YoY |
+13.2%
|
+23.3%
|
| Gross Margin |
52.6%
|
74.9%
|
| Operating Margin |
34.8%
|
-5.4%
|
| Return on Equity |
52.0%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
1.09%
|
| Analyst Consensus |
Strong Buy
|
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…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
ASML |
CRWD |
| Zone Low |
$1,806.55 |
$694.83 |
| Zone High |
$2,047.42 |
$787.47 |
| In Buy Zone? |
Yes
|
Yes
|