ASML vs XOM: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Exxon Mobil Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
XOM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
XOM |
| Current Price |
$1,458.97 |
$152.30 |
| Fair Value Estimate |
$2,408.73 |
$102.00 |
| Upside to Fair Value |
+65.1%
|
-33.0%
|
| Market Cap |
$562.3B |
$634.6B |
| Forward P/E |
48.3x
|
17.5x
|
| EV / EBITDA |
37.6x
|
9.8x
|
| Price / Sales |
14.4x
|
2.0x
|
| Price / FCF |
54.4x
|
26.9x
|
| Revenue Growth YoY |
+13.2%
|
-4.5%
|
| Gross Margin |
52.6%
|
21.7%
|
| Operating Margin |
34.8%
|
10.5%
|
| Return on Equity |
52.0%
|
11.1%
|
| Dividend Yield |
0% |
2.65% |
| FCF Yield |
1.84%
|
3.72%
|
| Analyst Consensus |
Strong Buy
|
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…
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
ASML |
XOM |
| Zone Low |
$1,806.55 |
$77.00 |
| Zone High |
$2,047.42 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|