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 2026-09-26.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
SMCI |
| Current Price |
$1,744.61 |
$43.26 |
| Fair Value Estimate |
$1,732.49 |
$41.44 |
| Upside to Fair Value |
-0.7%
|
-4.2%
|
| Market Cap |
$672.4B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
8.9x
|
| Price / Sales |
19.0x
|
0.7x
|
| Price / FCF |
67.2x
|
—
|
| Revenue Growth YoY |
+21.3%
|
+93.2%
|
| Gross Margin |
52.7%
|
10.8%
|
| Operating Margin |
35.4%
|
7.1%
|
| Return on Equity |
52.4%
|
25.1%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
—
|
| 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 …
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
ASML |
SMCI |
| Zone Low |
$1,299.37 |
$31.08 |
| Zone High |
$1,472.62 |
$35.22 |
| In Buy Zone? |
No
|
No
|