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 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
SMCI |
| Current Price |
$1,458.97 |
$28.56 |
| Fair Value Estimate |
$2,408.73 |
$152.97 |
| Upside to Fair Value |
+65.1%
|
+435.6%
|
| Market Cap |
$562.3B |
$17.1B |
| Forward P/E |
48.3x
|
19.5x
|
| EV / EBITDA |
37.6x
|
15.0x
|
| Price / Sales |
14.4x
|
0.6x
|
| Price / FCF |
54.4x
|
38.9x
|
| Revenue Growth YoY |
+13.2%
|
+123.4%
|
| Gross Margin |
52.6%
|
8.0%
|
| Operating Margin |
34.8%
|
3.7%
|
| Return on Equity |
52.0%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
2.57%
|
| 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 strong focus on AI GPU platforms, which represent over 70% of its server revenue. The company benefits from a long-tenured leadership team and a durable competitive position in liquid cooling technology with a 70-80% market share. Despite strong revenue growth of 123.4% in the most recent quarter …
Accumulation Zones
| Metric |
ASML |
SMCI |
| Zone Low |
$1,806.55 |
$114.73 |
| Zone High |
$2,047.42 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|