ASML vs VRT: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
ASML trades at a lower forward P/E
(48.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
VRT |
| Current Price |
$1,458.97 |
$305.14 |
| Fair Value Estimate |
$2,115.51 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$562.3B |
$116.8B |
| Forward P/E |
48.3x
|
75.0x
|
| EV / EBITDA |
37.6x
|
50.1x
|
| Price / Sales |
14.4x
|
10.8x
|
| Price / FCF |
54.4x
|
50.5x
|
| Revenue Growth YoY |
+13.2%
|
+30.1%
|
| Gross Margin |
52.6%
|
36.2%
|
| Operating Margin |
34.8%
|
18.5%
|
| Return on Equity |
52.0%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
ASML |
VRT |
| Zone Low |
$1,586.63 |
$125.87 |
| Zone High |
$1,798.18 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|