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 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
RTX Corporation · Industrials
$193.54
+33.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
RTX has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
RTX |
| Current Price |
$1,744.61 |
$193.54 |
| Fair Value Estimate |
$1,732.49 |
$257.36 |
| Upside to Fair Value |
-0.7%
|
+33.0%
|
| Market Cap |
$672.4B |
$260.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
18.1x
|
| Price / Sales |
19.0x
|
2.8x
|
| Price / FCF |
67.2x
|
21.7x
|
| Revenue Growth YoY |
+21.3%
|
+14.5%
|
| Gross Margin |
52.7%
|
20.3%
|
| Operating Margin |
35.4%
|
11.2%
|
| Return on Equity |
52.4%
|
11.8%
|
| Dividend Yield |
0.51% |
1.46% |
| FCF Yield |
1.49%
|
4.6%
|
| Analyst Consensus |
Buy
|
Buy
|
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 …
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
Accumulation Zones
| Metric |
ASML |
RTX |
| Zone Low |
$1,299.37 |
$193.02 |
| Zone High |
$1,472.62 |
$218.76 |
| In Buy Zone? |
No
|
Yes
|