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 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
GS |
| Current Price |
$1,775.64 |
$1,045.91 |
| Fair Value Estimate |
$2,574.68 |
$575.25 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$684.4B |
$308.6B |
| Forward P/E |
62.1x
|
23.6x
|
| EV / EBITDA |
47.1x
|
15.9x
|
| Price / Sales |
18.4x
|
3.1x
|
| Price / FCF |
69.1x
|
-7.4x
|
| Revenue Growth YoY |
+13.2%
|
-35.0%
|
| Gross Margin |
52.6%
|
47.4%
|
| Operating Margin |
34.8%
|
17.8%
|
| Return on Equity |
52.0%
|
15.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
| Metric |
ASML |
GS |
| Zone Low |
$1,931.01 |
$431.44 |
| Zone High |
$2,188.48 |
$488.96 |
| In Buy Zone? |
Yes
|
No
|