ASML vs GE: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and GE Aerospace — 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
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GE has more upside to fair value
(+3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
GE |
| Current Price |
$1,744.61 |
$312.90 |
| Fair Value Estimate |
$1,732.49 |
$323.41 |
| Upside to Fair Value |
-0.7%
|
+3.4%
|
| Market Cap |
$672.4B |
$324.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
27.4x
|
| Price / Sales |
19.0x
|
6.4x
|
| Price / FCF |
67.2x
|
38.7x
|
| Revenue Growth YoY |
+21.3%
|
+21.1%
|
| Gross Margin |
52.7%
|
35.4%
|
| Operating Margin |
35.4%
|
20.8%
|
| Return on Equity |
52.4%
|
49.0%
|
| Dividend Yield |
0.51% |
0.53% |
| FCF Yield |
1.49%
|
2.58%
|
| 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 …
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
| Metric |
ASML |
GE |
| Zone Low |
$1,299.37 |
$242.56 |
| Zone High |
$1,472.62 |
$274.90 |
| In Buy Zone? |
No
|
No
|