ASML vs NFLX: Which Is the Better Buy?

Side-by-side comparison of ASML Holding N.V. and Netflix, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
ASML Holding N.V. ยท Technology
$1,929.68
+45.0% upside to fair value
Grade B High Quality
VS
Netflix, Inc. ยท Communication Services
$77.38
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E (24.5x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric ASML NFLX
Current Price $1,929.68 $77.38
Fair Value Estimate $2,798.04 $112.20
Upside to Fair Value +45.0% +45.0%
Market Cap $743.7B $325.8B
Forward P/E 64.0x 24.5x
EV / EBITDA 48.6x 9.7x
Price / Sales 19.0x 7.0x
Price / FCF 71.3x 27.4x
Revenue Growth YoY +13.2% +16.2%
Gross Margin 52.6% 49.0%
Operating Margin 34.8% 29.7%
Return on Equity 52.0% 49.2%
Dividend Yield 0% 0%
FCF Yield 1.4% 3.65%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ASML โ€” ASML Holding N.V.
ASML Holding N.V. is a leading technology company specializing in advanced lithography systems critical to semiconductor manufacturing, with a dominant market position in EUV lithography capturing near 100% share and over 90% in advanced DUV. The company benefits from a durable competitive moat supported by multi-year technology roadmaps, a deep installed base, and a disciplined management team lโ€ฆ
NFLX โ€” Netflix, Inc.
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising rโ€ฆ
Accumulation Zones
Metric ASML NFLX
Zone Low $2,098.53 $84.15
Zone High $2,378.33 $95.37
In Buy Zone? Yes Yes
โ† ASML Research    NFLX Research โ†’    All Research