ASML vs NVDA: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and NVIDIA 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
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
NVDA |
| Current Price |
$1,458.97 |
$182.08 |
| Fair Value Estimate |
$2,408.73 |
$290.00 |
| Upside to Fair Value |
+65.1%
|
+59.3%
|
| Market Cap |
$562.3B |
$4,425.5B |
| Forward P/E |
48.3x
|
—
|
| EV / EBITDA |
37.6x
|
31.4x
|
| Price / Sales |
14.4x
|
21.0x
|
| Price / FCF |
54.4x
|
46.9x
|
| Revenue Growth YoY |
+13.2%
|
+65.5%
|
| Gross Margin |
52.6%
|
71.1%
|
| Operating Margin |
34.8%
|
60.4%
|
| Return on Equity |
52.0%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
1.84%
|
2.13%
|
| 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…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
ASML |
NVDA |
| Zone Low |
$1,806.55 |
$218.00 |
| Zone High |
$2,047.42 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|