ASML vs NVDA
ASML Holding N.V. New York Registry Shares vs NVIDIA Corporation Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$NVDA vs $ASML: Growth Dominance vs Quality Consistency
$NVDA is the pick here, driven by a combination of explosive growth and a more attractive forward valuation.
The headline numbers are stark: $NVDA posted revenue growth of 73.2% and earnings growth of 95.6% year-over-year, against $ASML's 13.2% and 19.2% respectively. Yet $NVDA trades at a forward P/E of 19.8 — well below $ASML's 31.5 — meaning the market is pricing in far more growth per dollar paid at $NVDA. Analysts reflect this, with a target of $269.95 against a current price of $225.32, implying roughly 20% upside. $ASML's analyst target of $1,678.81 from $1,501.81 suggests a narrower ~12% runway.
$ASML is the cleaner business on quality metrics — its ROE of 52.2% crushes $NVDA's 1.0%, and its ACCE quality score of 96 versus $NVDA's 82 reflects that. But $NVDA's net margin of 55.6% versus $ASML's 29.7% shows it converts revenue to profit at a superior rate.
For investors prioritizing growth at a reasonable forward multiple, $NVDA wins this comparison decisively.