ASML vs SMCI: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
SMCI |
| Current Price |
$1,458.97 |
$34.66 |
| Fair Value Estimate |
$2,115.51 |
$50.26 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$562.3B |
$20.8B |
| Forward P/E |
48.3x
|
11.6x
|
| EV / EBITDA |
37.6x
|
17.9x
|
| Price / Sales |
14.4x
|
0.6x
|
| Price / FCF |
54.4x
|
-3.0x
|
| Revenue Growth YoY |
+13.2%
|
+122.7%
|
| Gross Margin |
52.6%
|
8.4%
|
| Operating Margin |
34.8%
|
4.5%
|
| Return on Equity |
52.0%
|
26.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
Accumulation Zones
| Metric |
ASML |
SMCI |
| Zone Low |
$1,586.63 |
$37.70 |
| Zone High |
$1,798.18 |
$42.72 |
| In Buy Zone? |
Yes
|
Yes
|