ASML vs PLTR: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
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 |
PLTR |
| Current Price |
$1,458.97 |
$142.76 |
| Fair Value Estimate |
$2,408.73 |
$108.00 |
| Upside to Fair Value |
+65.1%
|
-24.3%
|
| Market Cap |
$562.3B |
$327.1B |
| Forward P/E |
48.3x
|
209.7x
|
| EV / EBITDA |
37.6x
|
—
|
| Price / Sales |
14.4x
|
73.1x
|
| Price / FCF |
54.4x
|
155.7x
|
| Revenue Growth YoY |
+13.2%
|
+19.1%
|
| Gross Margin |
52.6%
|
82.4%
|
| Operating Margin |
34.8%
|
31.6%
|
| Return on Equity |
52.0%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.84%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
ASML |
PLTR |
| Zone Low |
$1,806.55 |
$81.00 |
| Zone High |
$2,047.42 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|