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 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
HD |
| Current Price |
$1,775.64 |
$343.30 |
| Fair Value Estimate |
$2,574.68 |
$462.14 |
| Upside to Fair Value |
+45.0%
|
+34.6%
|
| Market Cap |
$684.4B |
$342.3B |
| Forward P/E |
62.1x
|
24.3x
|
| EV / EBITDA |
47.1x
|
16.5x
|
| Price / Sales |
18.4x
|
2.0x
|
| Price / FCF |
69.1x
|
23.9x
|
| Revenue Growth YoY |
+13.2%
|
+4.8%
|
| Gross Margin |
52.6%
|
33.1%
|
| Operating Margin |
34.8%
|
12.4%
|
| Return on Equity |
52.0%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
4.18%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
ASML |
HD |
| Zone Low |
$1,931.01 |
$346.61 |
| Zone High |
$2,188.48 |
$392.82 |
| In Buy Zone? |
Yes
|
Yes
|