ASML vs JNJ: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Johnson & Johnson — 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
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
JNJ |
| Current Price |
$1,744.61 |
$270.68 |
| Fair Value Estimate |
$1,732.49 |
$286.05 |
| Upside to Fair Value |
-0.7%
|
+5.7%
|
| Market Cap |
$672.4B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
20.2x
|
| Price / Sales |
19.0x
|
6.7x
|
| Price / FCF |
67.2x
|
35.3x
|
| Revenue Growth YoY |
+21.3%
|
+6.6%
|
| Gross Margin |
52.7%
|
67.9%
|
| Operating Margin |
35.4%
|
26.8%
|
| Return on Equity |
52.4%
|
25.7%
|
| Dividend Yield |
0.51% |
1.95% |
| FCF Yield |
1.49%
|
2.83%
|
| Analyst Consensus |
Buy
|
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 …
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
ASML |
JNJ |
| Zone Low |
$1,299.37 |
$214.54 |
| Zone High |
$1,472.62 |
$243.14 |
| In Buy Zone? |
No
|
No
|