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 2026-09-25.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
CRWD |
| Current Price |
$1,744.61 |
$259.67 |
| Fair Value Estimate |
$1,732.49 |
$225.56 |
| Upside to Fair Value |
-0.7%
|
-13.1%
|
| Market Cap |
$672.4B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
595.7x
|
| Price / Sales |
19.0x
|
49.0x
|
| Price / FCF |
67.2x
|
167.9x
|
| Revenue Growth YoY |
+21.3%
|
+25.8%
|
| Gross Margin |
52.7%
|
75.2%
|
| Operating Margin |
35.4%
|
-2.2%
|
| Return on Equity |
52.4%
|
1.3%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
0.6%
|
| 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 …
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Accumulation Zones
| Metric |
ASML |
CRWD |
| Zone Low |
$1,299.37 |
$169.17 |
| Zone High |
$1,472.62 |
$191.73 |
| In Buy Zone? |
No
|
No
|