ASML vs ORCL: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
ORCL |
| Current Price |
$1,775.64 |
$184.31 |
| Fair Value Estimate |
$2,574.68 |
$210.13 |
| Upside to Fair Value |
+45.0%
|
+14.0%
|
| Market Cap |
$684.4B |
$530.1B |
| Forward P/E |
62.1x
|
31.0x
|
| EV / EBITDA |
47.1x
|
20.4x
|
| Price / Sales |
18.4x
|
7.9x
|
| Price / FCF |
69.1x
|
-22.4x
|
| Revenue Growth YoY |
+13.2%
|
+20.6%
|
| Gross Margin |
52.6%
|
65.8%
|
| Operating Margin |
34.8%
|
30.8%
|
| Return on Equity |
52.0%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
ASML |
ORCL |
| Zone Low |
$1,931.01 |
$157.60 |
| Zone High |
$2,188.48 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|