ASML vs GEV: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
GEV |
| Current Price |
$1,775.64 |
$1,014.75 |
| Fair Value Estimate |
$2,574.68 |
$850.00 |
| Upside to Fair Value |
+45.0%
|
-16.2%
|
| Market Cap |
$684.4B |
$270.3B |
| Forward P/E |
62.1x
|
34.3x
|
| EV / EBITDA |
47.1x
|
25.6x
|
| Price / Sales |
18.4x
|
6.6x
|
| Price / FCF |
69.1x
|
22.0x
|
| Revenue Growth YoY |
+13.2%
|
+15.0%
|
| Gross Margin |
52.6%
|
21.3%
|
| Operating Margin |
34.8%
|
5.9%
|
| Return on Equity |
52.0%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
1.45%
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
ASML Holding N.V. is a leading semiconductor equipment manufacturer specializing in photolithography systems critical for chip production. The company exhibits high business quality with a durable competitive moat supported by advanced technology and strong market position, reflected in a 52% return on equity and robust margins including a 52.6% gross margin and 29.7% net margin. Despite strong r…
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
ASML |
GEV |
| Zone Low |
$1,931.01 |
$640.00 |
| Zone High |
$2,188.48 |
$723.00 |
| In Buy Zone? |
Yes
|
No
|