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 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
ORCL |
| Current Price |
$1,744.61 |
$149.12 |
| Fair Value Estimate |
$1,732.49 |
$216.22 |
| Upside to Fair Value |
-0.7%
|
+45.0%
|
| Market Cap |
$672.4B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
14.6x
|
| Price / Sales |
19.0x
|
6.0x
|
| Price / FCF |
67.2x
|
—
|
| Revenue Growth YoY |
+21.3%
|
+29.6%
|
| Gross Margin |
52.7%
|
63.9%
|
| Operating Margin |
35.4%
|
32.4%
|
| Return on Equity |
52.4%
|
42.6%
|
| Dividend Yield |
0.51% |
1.34% |
| FCF Yield |
1.49%
|
—
|
| 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 …
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
ASML |
ORCL |
| Zone Low |
$1,299.37 |
$162.16 |
| Zone High |
$1,472.62 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|