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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$341.68
+23.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
GOOGL trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
GOOGL |
| Current Price |
$1,458.97 |
$341.68 |
| Fair Value Estimate |
$2,408.73 |
$421.22 |
| Upside to Fair Value |
+65.1%
|
+23.3%
|
| Market Cap |
$562.3B |
$4,133.3B |
| Forward P/E |
48.3x
|
31.2x
|
| EV / EBITDA |
37.6x
|
23.1x
|
| Price / Sales |
14.4x
|
10.3x
|
| Price / FCF |
54.4x
|
56.4x
|
| Revenue Growth YoY |
+13.2%
|
+18.1%
|
| Gross Margin |
52.6%
|
59.7%
|
| Operating Margin |
34.8%
|
32.0%
|
| Return on Equity |
52.0%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
1.77%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Accumulation Zones
| Metric |
ASML |
GOOGL |
| Zone Low |
$1,806.55 |
$315.92 |
| Zone High |
$2,047.42 |
$358.04 |
| In Buy Zone? |
Yes
|
Yes
|