ASML vs NFLX: Which Is the Better Buy?

Side-by-side comparison of ASML Holding N.V. and Netflix, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
ASML Holding N.V. Β· Technology
$1,775.64
+45.0% upside to fair value
Grade B High Quality
VS
Netflix, Inc. Β· Communication Services
$73.68
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E (23.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ASML NFLX
Current Price $1,775.64 $73.68
Fair Value Estimate $2,574.68 $106.84
Upside to Fair Value +45.0% +45.0%
Market Cap $684.4B $310.2B
Forward P/E 62.1x 23.3x
EV / EBITDA 47.1x 9.2x
Price / Sales 18.4x 6.6x
Price / FCF 69.1x 26.1x
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 1.45% 3.83%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ASML β€” ASML Holding N.V.
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…
NFLX β€” Netflix, Inc.
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
Metric ASML NFLX
Zone Low $1,931.01 $80.13
Zone High $2,188.48 $90.81
In Buy Zone? Yes Yes
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