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 2026-09-25.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Datadog, Inc. · Technology
$256.92
+28.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
DDOG has more upside to fair value
(+28.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
DDOG |
| Current Price |
$1,744.61 |
$256.92 |
| Fair Value Estimate |
$1,732.49 |
$330.72 |
| Upside to Fair Value |
-0.7%
|
+28.7%
|
| Market Cap |
$672.4B |
$91.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
350.6x
|
| Price / Sales |
19.0x
|
23.1x
|
| Price / FCF |
67.2x
|
78.9x
|
| Revenue Growth YoY |
+21.3%
|
+35.6%
|
| Gross Margin |
52.7%
|
79.5%
|
| Operating Margin |
35.4%
|
0.4%
|
| Return on Equity |
52.4%
|
4.6%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
1.27%
|
| 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 …
Datadog is a cloud observability platform that unifies infrastructure monitoring, application performance management, log management, security, and incident response into a single SaaS offering used by developers and IT operations teams across North America and internationally. The business quality is high on the top line: revenue grew 35.6% year over year in the most recent quarter, TTM gross ma…
Accumulation Zones
| Metric |
ASML |
DDOG |
| Zone Low |
$1,299.37 |
$248.04 |
| Zone High |
$1,472.62 |
$281.11 |
| In Buy Zone? |
No
|
Yes
|