ASML vs V: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Visa Inc. — 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
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
V |
| Current Price |
$1,744.61 |
$368.29 |
| Fair Value Estimate |
$1,732.49 |
$463.00 |
| Upside to Fair Value |
-0.7%
|
+25.7%
|
| Market Cap |
$672.4B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
24.0x
|
| Price / Sales |
19.0x
|
15.5x
|
| Price / FCF |
67.2x
|
33.5x
|
| Revenue Growth YoY |
+21.3%
|
+14.4%
|
| Gross Margin |
52.7%
|
80.2%
|
| Operating Margin |
35.4%
|
60.7%
|
| Return on Equity |
52.4%
|
61.3%
|
| Dividend Yield |
0.51% |
0.73% |
| FCF Yield |
1.49%
|
2.98%
|
| 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 …
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
ASML |
V |
| Zone Low |
$1,299.37 |
$347.25 |
| Zone High |
$1,472.62 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|