ASML vs PYPL: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and PayPal Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
PYPL has more upside to fair value
(+9.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
PYPL |
| Current Price |
$1,744.61 |
$52.71 |
| Fair Value Estimate |
$1,732.49 |
$57.50 |
| Upside to Fair Value |
-0.7%
|
+9.1%
|
| Market Cap |
$672.4B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
6.8x
|
| Price / Sales |
19.0x
|
1.3x
|
| Price / FCF |
67.2x
|
7.2x
|
| Revenue Growth YoY |
+21.3%
|
+4.8%
|
| Gross Margin |
52.7%
|
45.8%
|
| Operating Margin |
35.4%
|
18.8%
|
| Return on Equity |
52.4%
|
24.4%
|
| Dividend Yield |
0.51% |
1.06% |
| FCF Yield |
1.49%
|
13.97%
|
| 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 …
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
ASML |
PYPL |
| Zone Low |
$1,299.37 |
$43.12 |
| Zone High |
$1,472.62 |
$48.88 |
| In Buy Zone? |
No
|
No
|