ASML vs WDC: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$1,744.61 |
$441.36 |
| Fair Value Estimate |
$1,732.49 |
$367.30 |
| Upside to Fair Value |
-0.7%
|
-16.8%
|
| Market Cap |
$672.4B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
17.4x
|
| Price / Sales |
19.0x
|
11.8x
|
| Price / FCF |
67.2x
|
47.3x
|
| Revenue Growth YoY |
+21.3%
|
+43.8%
|
| Gross Margin |
52.7%
|
48.9%
|
| Operating Margin |
35.4%
|
34.9%
|
| Return on Equity |
52.4%
|
118.6%
|
| Dividend Yield |
0.51% |
0.12% |
| FCF Yield |
1.49%
|
2.12%
|
| 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 …
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
ASML |
WDC |
| Zone Low |
$1,299.37 |
$275.48 |
| Zone High |
$1,472.62 |
$312.20 |
| In Buy Zone? |
No
|
No
|