ASML vs GOOGL: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$357.18
-17.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
GOOGL trades at a lower forward P/E
(27.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
GOOGL |
| Current Price |
$1,775.64 |
$357.18 |
| Fair Value Estimate |
$2,574.68 |
$294.10 |
| Upside to Fair Value |
+45.0%
|
-17.7%
|
| Market Cap |
$684.4B |
$4,320.1B |
| Forward P/E |
62.1x
|
27.0x
|
| EV / EBITDA |
47.1x
|
20.0x
|
| Price / Sales |
18.4x
|
10.2x
|
| Price / FCF |
69.1x
|
67.0x
|
| Revenue Growth YoY |
+13.2%
|
+21.8%
|
| Gross Margin |
52.6%
|
60.4%
|
| Operating Margin |
34.8%
|
32.7%
|
| Return on Equity |
52.0%
|
39.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
1.49%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its Google platform, which dominates search and digital advertising. The company exhibits high business quality with a durable competitive moat supported by network effects, strong brand, and intangible assets. Alphabet's financials show robust profitability with a 39.0% ROE and strong margin…
Accumulation Zones
| Metric |
ASML |
GOOGL |
| Zone Low |
$1,931.01 |
$220.58 |
| Zone High |
$2,188.48 |
$249.99 |
| In Buy Zone? |
Yes
|
No
|