ASML vs GS: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and The Goldman Sachs Group, 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
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
GS |
| Current Price |
$1,458.97 |
$907.80 |
| Fair Value Estimate |
$2,408.73 |
$880.00 |
| Upside to Fair Value |
+65.1%
|
-3.1%
|
| Market Cap |
$562.3B |
$269.4B |
| Forward P/E |
48.3x
|
15.6x
|
| EV / EBITDA |
37.6x
|
29.7x
|
| Price / Sales |
14.4x
|
2.1x
|
| Price / FCF |
54.4x
|
—
|
| Revenue Growth YoY |
+13.2%
|
+9.0%
|
| Gross Margin |
52.6%
|
47.5%
|
| Operating Margin |
34.8%
|
17.5%
|
| Return on Equity |
52.0%
|
13.8%
|
| Dividend Yield |
0% |
1.71% |
| FCF Yield |
1.84%
|
—
|
| Analyst Consensus |
Strong Buy
|
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…
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
| Metric |
ASML |
GS |
| Zone Low |
$1,806.55 |
$600.00 |
| Zone High |
$2,047.42 |
$680.00 |
| In Buy Zone? |
Yes
|
No
|