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 2026-09-26.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
VRT |
| Current Price |
$1,744.61 |
$253.28 |
| Fair Value Estimate |
$1,732.49 |
$274.15 |
| Upside to Fair Value |
-0.7%
|
+8.2%
|
| Market Cap |
$672.4B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
38.8x
|
| Price / Sales |
19.0x
|
8.5x
|
| Price / FCF |
67.2x
|
33.3x
|
| Revenue Growth YoY |
+21.3%
|
+24.1%
|
| Gross Margin |
52.7%
|
37.5%
|
| Operating Margin |
35.4%
|
19.1%
|
| Return on Equity |
52.4%
|
42.1%
|
| Dividend Yield |
0.51% |
0.1% |
| FCF Yield |
1.49%
|
3.0%
|
| 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 …
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
ASML |
VRT |
| Zone Low |
$1,299.37 |
$205.61 |
| Zone High |
$1,472.62 |
$233.03 |
| In Buy Zone? |
No
|
No
|