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 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
MA |
| Current Price |
$1,744.61 |
$574.42 |
| Fair Value Estimate |
$1,732.49 |
$718.00 |
| Upside to Fair Value |
-0.7%
|
+25.0%
|
| Market Cap |
$672.4B |
$503.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
23.4x
|
| Price / Sales |
19.0x
|
14.4x
|
| Price / FCF |
67.2x
|
30.8x
|
| Revenue Growth YoY |
+21.3%
|
+14.1%
|
| Gross Margin |
52.7%
|
100%
|
| Operating Margin |
35.4%
|
59.8%
|
| Return on Equity |
52.4%
|
232.5%
|
| Dividend Yield |
0.51% |
0.59% |
| FCF Yield |
1.49%
|
3.25%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acce…
Accumulation Zones
| Metric |
ASML |
MA |
| Zone Low |
$1,299.37 |
$538.50 |
| Zone High |
$1,472.62 |
$610.30 |
| In Buy Zone? |
No
|
Yes
|