ASML vs MSFT
ASML Holding N.V. New York Registry Shares vs Microsoft Corporation Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$MSFT vs $ASML: Edge Goes to Microsoft
$ASML has been the momentum darling — a +138.9% 1-year return and a perfect momentum score of 97/100 — but that run has stretched its valuation to a trailing P/E of 62.5 and a forward P/E of 50.5. The 6-model fair value sits at $575.04, implying -69.4% downside from the current $1,878.03. Even with a quality score of 96 and ROE of 52.2%, paying that premium leaves almost no margin for error.
$MSFT trades at a far more reasonable forward P/E of 20.1, and its 6-model fair value of $311.68 represents just -19.4% downside — a much tighter gap. The business backs it up: net margin of 39.3%, FCF yield of 2.5%, a perfect quality score of 100, and earnings growing 23.4% year-over-year — faster than $ASML's 19.2%. Revenue growth of 18.3% also outpaces $ASML's 13.2%.
$MSFT's momentum score of 17 reflects its -19.2% 1-year return, but that weakness is precisely what makes the valuation case compelling. $ASML is a high-quality business priced for perfection. $MSFT is a higher-growth, higher-margin business at a fraction of the multiple. Winner: $MSFT.