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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
ORCL |
| Current Price |
$1,458.97 |
$175.08 |
| Fair Value Estimate |
$2,408.73 |
$415.43 |
| Upside to Fair Value |
+65.1%
|
+137.3%
|
| Market Cap |
$562.3B |
$503.5B |
| Forward P/E |
48.3x
|
30.8x
|
| EV / EBITDA |
37.6x
|
21.4x
|
| Price / Sales |
14.4x
|
7.9x
|
| Price / FCF |
54.4x
|
-20.4x
|
| Revenue Growth YoY |
+13.2%
|
+21.7%
|
| Gross Margin |
52.6%
|
66.4%
|
| Operating Margin |
34.8%
|
30.8%
|
| Return on Equity |
52.0%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
ASML |
ORCL |
| Zone Low |
$1,806.55 |
$311.57 |
| Zone High |
$2,047.42 |
$353.12 |
| In Buy Zone? |
Yes
|
Yes
|