ASML vs PANW: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
ASML trades at a lower forward P/E
(62.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
PANW |
| Current Price |
$1,775.64 |
$287.78 |
| Fair Value Estimate |
$2,574.68 |
$296.19 |
| Upside to Fair Value |
+45.0%
|
+2.9%
|
| Market Cap |
$684.4B |
$196.1B |
| Forward P/E |
62.1x
|
248.9x
|
| EV / EBITDA |
47.1x
|
85.9x
|
| Price / Sales |
18.4x
|
18.5x
|
| Price / FCF |
69.1x
|
45.7x
|
| Revenue Growth YoY |
+13.2%
|
+31.1%
|
| Gross Margin |
52.6%
|
71.9%
|
| Operating Margin |
34.8%
|
9.6%
|
| Return on Equity |
52.0%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
2.19%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
ASML |
PANW |
| Zone Low |
$1,931.01 |
$222.14 |
| Zone High |
$2,188.48 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|