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 2026-09-26.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
NVDA |
| Current Price |
$1,744.61 |
$225.07 |
| Fair Value Estimate |
$1,732.49 |
$326.35 |
| Upside to Fair Value |
-0.7%
|
+45.0%
|
| Market Cap |
$672.4B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
23.4x
|
| Price / Sales |
19.0x
|
18.0x
|
| Price / FCF |
67.2x
|
42.9x
|
| Revenue Growth YoY |
+21.3%
|
+105.9%
|
| Gross Margin |
52.7%
|
74.7%
|
| Operating Margin |
35.4%
|
65.2%
|
| Return on Equity |
52.4%
|
110.1%
|
| Dividend Yield |
0.51% |
0.23% |
| FCF Yield |
1.49%
|
2.33%
|
| 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 …
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
ASML |
NVDA |
| Zone Low |
$1,299.37 |
$244.76 |
| Zone High |
$1,472.62 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|