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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
ASML trades at a lower forward P/E
(48.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
PANW |
| Current Price |
$1,458.97 |
$174.96 |
| Fair Value Estimate |
$2,408.73 |
$201.61 |
| Upside to Fair Value |
+65.1%
|
+15.2%
|
| Market Cap |
$562.3B |
$119.2B |
| Forward P/E |
48.3x
|
94.9x
|
| EV / EBITDA |
37.6x
|
52.4x
|
| Price / Sales |
14.4x
|
12.1x
|
| Price / FCF |
54.4x
|
29.3x
|
| Revenue Growth YoY |
+13.2%
|
+14.9%
|
| Gross Margin |
52.6%
|
73.5%
|
| Operating Margin |
34.8%
|
14.4%
|
| Return on Equity |
52.0%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
3.41%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
ASML |
PANW |
| Zone Low |
$1,806.55 |
$151.21 |
| Zone High |
$2,047.42 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|