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 2026-09-26.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
PLTR |
| Current Price |
$1,744.61 |
$189.67 |
| Fair Value Estimate |
$1,732.49 |
$194.30 |
| Upside to Fair Value |
-0.7%
|
+2.4%
|
| Market Cap |
$672.4B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
139.9x
|
| Price / Sales |
19.0x
|
70.7x
|
| Price / FCF |
67.2x
|
135.3x
|
| Revenue Growth YoY |
+21.3%
|
+92.8%
|
| Gross Margin |
52.7%
|
84.8%
|
| Operating Margin |
35.4%
|
42.8%
|
| Return on Equity |
52.4%
|
37.5%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
0.74%
|
| Analyst Consensus |
Buy
|
Hold
|
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 …
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
ASML |
PLTR |
| Zone Low |
$1,299.37 |
$145.73 |
| Zone High |
$1,472.62 |
$165.16 |
| In Buy Zone? |
No
|
No
|