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 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
MSFT |
| Current Price |
$1,744.61 |
$497.12 |
| Fair Value Estimate |
$1,732.49 |
$702.35 |
| Upside to Fair Value |
-0.7%
|
+41.3%
|
| Market Cap |
$672.4B |
$3,691.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
18.3x
|
| Price / Sales |
19.0x
|
11.1x
|
| Price / FCF |
67.2x
|
55.1x
|
| Revenue Growth YoY |
+21.3%
|
+17.7%
|
| Gross Margin |
52.7%
|
67.9%
|
| Operating Margin |
35.4%
|
46.8%
|
| Return on Equity |
52.4%
|
33.2%
|
| Dividend Yield |
0.51% |
0.73% |
| FCF Yield |
1.49%
|
1.81%
|
| 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 …
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
Accumulation Zones
| Metric |
ASML |
MSFT |
| Zone Low |
$1,299.37 |
$526.76 |
| Zone High |
$1,472.62 |
$597.00 |
| In Buy Zone? |
No
|
Yes
|