ASML vs HD: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and The Home Depot, 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
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
HD |
| Current Price |
$1,744.61 |
$292.18 |
| Fair Value Estimate |
$1,732.49 |
$421.26 |
| Upside to Fair Value |
-0.7%
|
+44.2%
|
| Market Cap |
$672.4B |
$291.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
14.7x
|
| Price / Sales |
19.0x
|
1.7x
|
| Price / FCF |
67.2x
|
19.2x
|
| Revenue Growth YoY |
+21.3%
|
+5.7%
|
| Gross Margin |
52.7%
|
33.2%
|
| Operating Margin |
35.4%
|
12.4%
|
| Return on Equity |
52.4%
|
102.7%
|
| Dividend Yield |
0.51% |
3.18% |
| FCF Yield |
1.49%
|
5.2%
|
| 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 …
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
| Metric |
ASML |
HD |
| Zone Low |
$1,299.37 |
$315.94 |
| Zone High |
$1,472.62 |
$358.07 |
| In Buy Zone? |
No
|
Yes
|