ASML vs META: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Meta Platforms, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
Meta Platforms, Inc. · Communication Services
$646.01
+43.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
META |
| Current Price |
$1,775.64 |
$646.01 |
| Fair Value Estimate |
$2,574.68 |
$924.09 |
| Upside to Fair Value |
+45.0%
|
+43.0%
|
| Market Cap |
$684.4B |
$1,639.8B |
| Forward P/E |
62.1x
|
—
|
| EV / EBITDA |
47.1x
|
15.0x
|
| Price / Sales |
18.4x
|
7.6x
|
| Price / FCF |
69.1x
|
33.9x
|
| Revenue Growth YoY |
+13.2%
|
+33.1%
|
| Gross Margin |
52.6%
|
81.9%
|
| Operating Margin |
34.8%
|
41.2%
|
| Return on Equity |
52.0%
|
33.2%
|
| Dividend Yield |
0% |
0.33% |
| FCF Yield |
1.45%
|
2.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Meta Platforms operates the Facebook, Instagram, Messenger and WhatsApp ecosystem and monetizes its 3.56 billion Family daily active people primarily through digital advertising. Business quality is high: the core platform combines global network effects, advertiser measurement data, creator supply, cross-app distribution and AI-driven ad ranking, supporting 81.9% gross margin, 41.2% operating ma…
Accumulation Zones
| Metric |
ASML |
META |
| Zone Low |
$1,931.01 |
$693.07 |
| Zone High |
$2,188.48 |
$785.48 |
| In Buy Zone? |
Yes
|
Yes
|