ASML vs DE: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Deere & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
DE trades at a lower forward P/E
(32.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
DE |
| Current Price |
$1,458.97 |
$578.39 |
| Fair Value Estimate |
$2,408.73 |
$708.19 |
| Upside to Fair Value |
+65.1%
|
+22.4%
|
| Market Cap |
$562.3B |
$156.2B |
| Forward P/E |
48.3x
|
32.5x
|
| EV / EBITDA |
37.6x
|
18.4x
|
| Price / Sales |
14.4x
|
3.4x
|
| Price / FCF |
54.4x
|
43.7x
|
| Revenue Growth YoY |
+13.2%
|
+16.3%
|
| Gross Margin |
52.6%
|
35.6%
|
| Operating Margin |
34.8%
|
18.5%
|
| Return on Equity |
52.0%
|
18.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
2.29%
|
| Analyst Consensus |
Strong Buy
|
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…
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Accumulation Zones
| Metric |
ASML |
DE |
| Zone Low |
$1,806.55 |
$531.14 |
| Zone High |
$2,047.42 |
$601.96 |
| In Buy Zone? |
Yes
|
Yes
|