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 2026-09-26.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
PANW |
| Current Price |
$1,744.61 |
$374.74 |
| Fair Value Estimate |
$1,732.49 |
$355.11 |
| Upside to Fair Value |
-0.7%
|
-5.2%
|
| Market Cap |
$672.4B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
569.8x
|
| Price / Sales |
19.0x
|
26.6x
|
| Price / FCF |
67.2x
|
64.0x
|
| Revenue Growth YoY |
+21.3%
|
+34.4%
|
| Gross Margin |
52.7%
|
70.4%
|
| Operating Margin |
35.4%
|
6.1%
|
| Return on Equity |
52.4%
|
1.7%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
1.56%
|
| 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 …
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
ASML |
PANW |
| Zone Low |
$1,299.37 |
$266.33 |
| Zone High |
$1,472.62 |
$301.84 |
| In Buy Zone? |
No
|
No
|