ASML vs JPM: Which Is the Better Buy?

Side-by-side comparison of ASML Holding N.V. and JPMorgan Chase & Co. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
ASML Holding N.V. Β· Technology
$1,744.61
-0.7% upside to fair value
Med Conviction Grade C High Quality
VS
JPMorgan Chase & Co. Β· Financial Services
$350.13
+26.9% upside to fair value
Med Conviction Grade A- High Quality
QuantHub Verdict
JPM has more upside to fair value (+26.9%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ASML JPM
Current Price $1,744.61 $350.13
Fair Value Estimate $1,732.49 $444.48
Upside to Fair Value -0.7% +26.9%
Market Cap $672.4B $938.2B
Forward P/E β€” β€”
EV / EBITDA 42.0x 20.0x
Price / Sales 19.0x 3.1x
Price / FCF 67.2x β€”
Revenue Growth YoY +21.3% +17.9%
Gross Margin 52.7% 62.6%
Operating Margin 35.4% 28.2%
Return on Equity 52.4% 17.8%
Dividend Yield 0.51% 1.71%
FCF Yield 1.49% β€”
Analyst Consensus Buy Buy
Investment Thesis
ASML β€” ASML Holding N.V.
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 …
JPM β€” JPMorgan Chase & Co.
JPMorgan Chase is a diversified global bank spanning consumer banking, cards, payments, commercial banking, investment banking, markets, treasury services, and asset and wealth management, with an unusually high-quality franchise supported by funding scale, distribution, leading market positions and cross-selling across 86.6 million U.S. consumers and more than 90% of Fortune 500 companies. Busin…
Accumulation Zones
Metric ASML JPM
Zone Low $1,299.37 $333.36
Zone High $1,472.62 $377.81
In Buy Zone? No Yes
← ASML Research    JPM Research β†’    All Research