ASML vs MSFT: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
MSFT |
| Current Price |
$1,458.97 |
$372.20 |
| Fair Value Estimate |
$2,408.73 |
$493.00 |
| Upside to Fair Value |
+65.1%
|
+32.4%
|
| Market Cap |
$562.3B |
$2,763.6B |
| Forward P/E |
48.3x
|
22.0x
|
| EV / EBITDA |
37.6x
|
17.5x
|
| Price / Sales |
14.4x
|
9.1x
|
| Price / FCF |
54.4x
|
35.8x
|
| Revenue Growth YoY |
+13.2%
|
+14.9%
|
| Gross Margin |
52.6%
|
68.8%
|
| Operating Margin |
34.8%
|
45.6%
|
| Return on Equity |
52.0%
|
29.6%
|
| Dividend Yield |
0% |
0.94% |
| FCF Yield |
1.84%
|
2.8%
|
| 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…
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
ASML |
MSFT |
| Zone Low |
$1,806.55 |
$370.00 |
| Zone High |
$2,047.42 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|