ASML vs MA: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B
High Quality
VS
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
MA trades at a lower forward P/E
(28.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
MA |
| Current Price |
$1,458.97 |
$499.81 |
| Fair Value Estimate |
$2,115.51 |
$525.00 |
| Upside to Fair Value |
+45.0%
|
+5.0%
|
| Market Cap |
$562.3B |
$441.6B |
| Forward P/E |
48.3x
|
28.6x
|
| EV / EBITDA |
37.6x
|
21.3x
|
| Price / Sales |
14.4x
|
13.0x
|
| Price / FCF |
54.4x
|
24.9x
|
| Revenue Growth YoY |
+13.2%
|
+15.8%
|
| Gross Margin |
52.6%
|
83.0%
|
| Operating Margin |
34.8%
|
59.4%
|
| Return on Equity |
52.0%
|
206.1%
|
| Dividend Yield |
0% |
0.6% |
| FCF Yield |
1.84%
|
4.01%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Accumulation Zones
| Metric |
ASML |
MA |
| Zone Low |
$1,586.63 |
$393.75 |
| Zone High |
$1,798.18 |
$446.25 |
| In Buy Zone? |
Yes
|
No
|