ASML vs CRWV: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and CoreWeave, Inc. Class A Common Stock — 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
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
CRWV |
| Current Price |
$1,744.61 |
$86.76 |
| Fair Value Estimate |
$1,732.49 |
$125.80 |
| Upside to Fair Value |
-0.7%
|
+45.0%
|
| Market Cap |
$672.4B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
36.3x
|
| Price / Sales |
19.0x
|
6.2x
|
| Price / FCF |
67.2x
|
—
|
| Revenue Growth YoY |
+21.3%
|
+112.3%
|
| Gross Margin |
52.7%
|
67.4%
|
| Operating Margin |
35.4%
|
-3.0%
|
| Return on Equity |
52.4%
|
-45.4%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
—
|
| 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 …
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
Accumulation Zones
| Metric |
ASML |
CRWV |
| Zone Low |
$1,299.37 |
$94.35 |
| Zone High |
$1,472.62 |
$106.93 |
| In Buy Zone? |
No
|
Yes
|