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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
HD |
| Current Price |
$1,458.97 |
$337.34 |
| Fair Value Estimate |
$2,408.73 |
$378.00 |
| Upside to Fair Value |
+65.1%
|
+12.1%
|
| Market Cap |
$562.3B |
$336.0B |
| Forward P/E |
48.3x
|
23.0x
|
| EV / EBITDA |
37.6x
|
18.1x
|
| Price / Sales |
14.4x
|
2.3x
|
| Price / FCF |
54.4x
|
29.7x
|
| Revenue Growth YoY |
+13.2%
|
+3.2%
|
| Gross Margin |
52.6%
|
33.3%
|
| Operating Margin |
34.8%
|
12.7%
|
| Return on Equity |
52.0%
|
110.5%
|
| Dividend Yield |
0% |
2.44% |
| FCF Yield |
1.84%
|
3.37%
|
| 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…
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
ASML |
HD |
| Zone Low |
$1,806.55 |
$285.00 |
| Zone High |
$2,047.42 |
$320.00 |
| In Buy Zone? |
Yes
|
No
|