ASML vs SNDK: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Sandisk 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
Sandisk Corporation · Technology
$1,614.39
-25.3% 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 |
SNDK |
| Current Price |
$1,744.61 |
$1,614.39 |
| Fair Value Estimate |
$1,732.49 |
$1,206.72 |
| Upside to Fair Value |
-0.7%
|
-25.3%
|
| Market Cap |
$672.4B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
17.9x
|
| Price / Sales |
19.0x
|
11.8x
|
| Price / FCF |
67.2x
|
20.6x
|
| Revenue Growth YoY |
+21.3%
|
+371.6%
|
| Gross Margin |
52.7%
|
71.5%
|
| Operating Margin |
35.4%
|
61.2%
|
| Return on Equity |
52.4%
|
93.1%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
4.84%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
ASML |
SNDK |
| Zone Low |
$1,299.37 |
$905.04 |
| Zone High |
$1,472.62 |
$1,025.71 |
| In Buy Zone? |
No
|
No
|