ASML vs CRWV: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and CoreWeave, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
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 |
CRWV |
| Current Price |
$1,775.64 |
$89.89 |
| Fair Value Estimate |
$2,574.68 |
$112.00 |
| Upside to Fair Value |
+45.0%
|
+24.6%
|
| Market Cap |
$684.4B |
$49.0B |
| Forward P/E |
62.1x
|
—
|
| EV / EBITDA |
47.1x
|
26.6x
|
| Price / Sales |
18.4x
|
7.9x
|
| Price / FCF |
69.1x
|
—
|
| Revenue Growth YoY |
+13.2%
|
+111.6%
|
| Gross Margin |
52.6%
|
69.4%
|
| Operating Margin |
34.8%
|
-2.6%
|
| Return on Equity |
52.0%
|
-33.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
-21.6%
|
| Analyst Consensus |
Strong Buy
|
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…
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
Accumulation Zones
| Metric |
ASML |
CRWV |
| Zone Low |
$1,931.01 |
$84.00 |
| Zone High |
$2,188.48 |
$95.00 |
| In Buy Zone? |
Yes
|
Yes
|