ASML vs DDOG: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Datadog, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B
High Quality
VS
Datadog, Inc. · Technology
$200.16
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ASML trades at a lower forward P/E
(48.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
DDOG |
| Current Price |
$1,458.97 |
$200.16 |
| Fair Value Estimate |
$2,115.51 |
$290.23 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$562.3B |
$71.2B |
| Forward P/E |
48.3x
|
521.2x
|
| EV / EBITDA |
37.6x
|
415.7x
|
| Price / Sales |
14.4x
|
19.4x
|
| Price / FCF |
54.4x
|
66.0x
|
| Revenue Growth YoY |
+13.2%
|
+32.2%
|
| Gross Margin |
52.6%
|
79.9%
|
| Operating Margin |
34.8%
|
-0.7%
|
| Return on Equity |
52.0%
|
3.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
1.51%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Datadog, Inc. is a leading cloud-based monitoring and analytics platform specializing in observability and security solutions for enterprise IT infrastructure. The company demonstrates high business quality with durable competitive moats driven by product integration, developer-centric design, and scale. Despite strong revenue growth of 27.8% year-over-year in fiscal 2025 and earnings growth of 1…
Accumulation Zones
| Metric |
ASML |
DDOG |
| Zone Low |
$1,586.63 |
$217.67 |
| Zone High |
$1,798.18 |
$246.70 |
| In Buy Zone? |
Yes
|
Yes
|