ASML vs MCD: Which Is the Better Buy?

Side-by-side comparison of ASML Holding N.V. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B High Quality
VS
McDonald's Corporation · Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C High Quality
QuantHub Verdict
ASML has more upside to fair value (+45.0%). MCD trades at a lower forward P/E (22.6x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ASML MCD
Current Price $1,458.97 $275.75
Fair Value Estimate $2,115.51 $327.62
Upside to Fair Value +45.0% +18.8%
Market Cap $562.3B $196.0B
Forward P/E 48.3x 22.6x
EV / EBITDA 37.6x 16.7x
Price / Sales 14.4x 7.1x
Price / FCF 54.4x 27.9x
Revenue Growth YoY +13.2% +9.4%
Gross Margin 52.6% 57.4%
Operating Margin 34.8% 46.0%
Return on Equity 52.0% -434.0%
Dividend Yield 0% 0%
FCF Yield 1.84% 3.59%
Analyst Consensus Strong Buy Buy
Investment Thesis
ASML — ASML Holding N.V.
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…
MCD — McDonald's Corporation
McDonald's Corporation operates a global quick-service restaurant business with a strong competitive moat driven by brand recognition, extensive franchising, and digital innovation. The company reported $26.9 billion in revenue for fiscal 2025, growing 4% year-over-year, with significant contributions from its International Operated Markets segment growing nearly 8%. Despite a high valuation regi…
Accumulation Zones
Metric ASML MCD
Zone Low $1,586.63 $245.72
Zone High $1,798.18 $278.48
In Buy Zone? Yes Yes
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