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 2026-09-25.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
GOOGL |
| Current Price |
$1,744.61 |
$342.36 |
| Fair Value Estimate |
$1,732.49 |
$399.26 |
| Upside to Fair Value |
-0.7%
|
+16.6%
|
| Market Cap |
$672.4B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
12.9x
|
| Price / Sales |
19.0x
|
9.3x
|
| Price / FCF |
67.2x
|
78.1x
|
| Revenue Growth YoY |
+21.3%
|
+24.2%
|
| Gross Margin |
52.7%
|
60.9%
|
| Operating Margin |
35.4%
|
33.1%
|
| Return on Equity |
52.4%
|
50.8%
|
| Dividend Yield |
0.51% |
0.25% |
| FCF Yield |
1.49%
|
1.28%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
ASML |
GOOGL |
| Zone Low |
$1,299.37 |
$299.44 |
| Zone High |
$1,472.62 |
$339.37 |
| In Buy Zone? |
No
|
No
|