ASML vs LULU: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
Valuation & Fundamentals
| Metric |
ASML |
LULU |
| Current Price |
$1,775.64 |
$116.33 |
| Fair Value Estimate |
$2,574.68 |
$168.68 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$684.4B |
$13.2B |
| Forward P/E |
62.1x
|
—
|
| EV / EBITDA |
47.1x
|
5.3x
|
| Price / Sales |
18.4x
|
1.2x
|
| Price / FCF |
69.1x
|
10.3x
|
| Revenue Growth YoY |
+13.2%
|
+4.3%
|
| Gross Margin |
52.6%
|
55.7%
|
| Operating Margin |
34.8%
|
18.2%
|
| Return on Equity |
52.0%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
9.69%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Accumulation Zones
| Metric |
ASML |
LULU |
| Zone Low |
$1,931.01 |
$126.51 |
| Zone High |
$2,188.48 |
$143.38 |
| In Buy Zone? |
Yes
|
Yes
|