ASML vs RTX: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
ASML Holding N.V. · Technology
$1,929.68
+45.0% upside to fair value
Grade B
High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
RTX trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
RTX |
| Current Price |
$1,929.68 |
$185.60 |
| Fair Value Estimate |
$2,798.04 |
$138.81 |
| Upside to Fair Value |
+45.0%
|
-25.2%
|
| Market Cap |
$743.7B |
$249.9B |
| Forward P/E |
64.0x
|
34.3x
|
| EV / EBITDA |
48.6x
|
18.3x
|
| Price / Sales |
19.0x
|
2.8x
|
| Price / FCF |
71.3x
|
29.9x
|
| Revenue Growth YoY |
+13.2%
|
+8.7%
|
| Gross Margin |
52.6%
|
20.2%
|
| Operating Margin |
34.8%
|
10.9%
|
| Return on Equity |
52.0%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.4%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
ASML Holding N.V. is a leading technology company specializing in advanced lithography systems critical to semiconductor manufacturing, with a dominant market position in EUV lithography capturing near 100% share and over 90% in advanced DUV. The company benefits from a durable competitive moat supported by multi-year technology roadmaps, a deep installed base, and a disciplined management team l…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
ASML |
RTX |
| Zone Low |
$2,098.53 |
$104.11 |
| Zone High |
$2,378.33 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|