ASML vs MU: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Micron Technology, Inc. — 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
Micron Technology, Inc. · Technology
$455.07
-21.6% upside to fair value
Grade D
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
MU |
| Current Price |
$1,458.97 |
$455.07 |
| Fair Value Estimate |
$2,408.73 |
$356.91 |
| Upside to Fair Value |
+65.1%
|
-21.6%
|
| Market Cap |
$562.3B |
$513.2B |
| Forward P/E |
48.3x
|
21.2x
|
| EV / EBITDA |
37.6x
|
13.8x
|
| Price / Sales |
14.4x
|
8.8x
|
| Price / FCF |
54.4x
|
49.9x
|
| Revenue Growth YoY |
+13.2%
|
+196.3%
|
| Gross Margin |
52.6%
|
58.4%
|
| Operating Margin |
34.8%
|
48.5%
|
| Return on Equity |
52.0%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
2.0%
|
| 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…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
ASML |
MU |
| Zone Low |
$1,806.55 |
$267.68 |
| Zone High |
$2,047.42 |
$303.37 |
| In Buy Zone? |
Yes
|
No
|