ASML vs DELL: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Dell Technologies Inc. — 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
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
DELL |
| Current Price |
$1,744.61 |
$569.00 |
| Fair Value Estimate |
$1,732.49 |
$383.93 |
| Upside to Fair Value |
-0.7%
|
-32.5%
|
| Market Cap |
$672.4B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
21.8x
|
| Price / Sales |
19.0x
|
2.5x
|
| Price / FCF |
67.2x
|
42.9x
|
| Revenue Growth YoY |
+21.3%
|
+57.7%
|
| Gross Margin |
52.7%
|
19.8%
|
| Operating Margin |
35.4%
|
9.6%
|
| Return on Equity |
52.4%
|
-574.6%
|
| Dividend Yield |
0.51% |
0.41% |
| FCF Yield |
1.49%
|
2.33%
|
| 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 …
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
ASML |
DELL |
| Zone Low |
$1,299.37 |
$287.95 |
| Zone High |
$1,472.62 |
$326.34 |
| In Buy Zone? |
No
|
No
|