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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$230.69
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
JNJ |
| Current Price |
$1,458.97 |
$230.69 |
| Fair Value Estimate |
$2,408.73 |
$263.05 |
| Upside to Fair Value |
+65.1%
|
+14.0%
|
| Market Cap |
$562.3B |
$555.9B |
| Forward P/E |
48.3x
|
26.8x
|
| EV / EBITDA |
37.6x
|
18.5x
|
| Price / Sales |
14.4x
|
5.8x
|
| Price / FCF |
54.4x
|
28.2x
|
| Revenue Growth YoY |
+13.2%
|
+9.9%
|
| Gross Margin |
52.6%
|
69.1%
|
| Operating Margin |
34.8%
|
26.9%
|
| Return on Equity |
52.0%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
3.54%
|
| 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…
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
ASML |
JNJ |
| Zone Low |
$1,806.55 |
$197.29 |
| Zone High |
$2,047.42 |
$223.59 |
| In Buy Zone? |
Yes
|
No
|