Quick verdict: ASML vs AVGO in 2026

Broadcom (AVGO) emerges with an overall edge in this ASML vs AVGO stock comparison 2026, leading on several key metrics including revenue growth, profitability margins, and analyst sentiment. While ASML Holding N.V. (ASML) presents a more favorable P/E ratio and lower debt, AVGO shows stronger revenue momentum and significantly higher price target upside according to analysts. Ultimately, AVGO appears to be the growth leader and analyst favorite, whereas ASML holds a slight advantage on some valuation aspects. Not investment advice.

ASML vs AVGO: key metrics side by side

Full side-by-side comparison of ASML and AVGO across valuation, profitability, growth and analyst sentiment. Data updated 2026-04-14.

ASML vs AVGO valuation comparison

When considering ASML vs AVGO fundamentals and valuation in 2026, both companies trade at premium multiples, indicative of the high-growth technology sector. ASML’s Price-to-Earnings (P/E) ratio stands at 51.65x, which is notably lower than Broadcom’s (AVGO) P/E of 72.13x. This suggests that, on an earnings basis, ASML is comparatively less expensive than AVGO. However, examining the Price-to-Book (P/B) ratio reveals a different picture: ASML trades at 25.31x, while AVGO trades at 22.55x, indicating that AVGO has a slightly more favorable P/B valuation. Both companies carry substantial market capitalizations, with ASML at $584.82 billion and AVGO significantly larger at $1.80 trillion.

Delving deeper into discounted cash flow (DCF) models, both stocks appear to be significantly overvalued compared to their current prices. ASML’s DCF valuation of $369.09 suggests a substantial downside of -75.7% from its current price of $1517.3752. Broadcom’s DCF of $244.84 implies a downside of -35.6% from its $379.95 price. While both indicate overvaluation, AVGO’s DCF downside is less severe, suggesting it is closer to its intrinsic value than ASML based on this particular model. Investors focused on traditional value metrics might lean towards ASML for its lower P/E, but the DCF analysis suggests a strong premium for both.

ASML vs AVGO growth comparison

In terms of growth momentum, Broadcom (AVGO) demonstrates stronger recent performance compared to ASML Holding N.V. (ASML). AVGO reported a year-over-year revenue growth of +23.9%, which significantly outpaces ASML’s revenue growth of +15.6%. This indicates that Broadcom has been expanding its top line at a faster rate, appealing more to growth-oriented investors looking for companies with accelerating sales. Broadcom also commands a larger revenue base, with $63.89 billion in TTM revenue compared to ASML’s $32.67 billion.

The disparity in revenue growth suggests that Broadcom is currently experiencing more robust demand or successfully integrating acquisitions more effectively than ASML, although both are formidable players in their respective market segments within the technology sector. While both companies are integral to the semiconductor industry, AVGO’s higher growth rate points to a stronger market position or broader diversification that is currently yielding greater returns in terms of sales expansion. This strong revenue momentum is a key factor when evaluating which stock might deliver higher returns for growth investors in 2026.

ASML vs AVGO profitability

Examining the profitability metrics reveals that Broadcom (AVGO) generally exhibits higher operational efficiency and stronger margins than ASML Holding N.V. (ASML). AVGO’s net margin stands at an impressive 36.57%, significantly higher than ASML’s 29.42%. This indicates that Broadcom is more effective at converting its revenue into net income. Furthermore, Broadcom’s EBITDA margin of 57.0% considerably surpasses ASML’s 38.0%, suggesting superior operational efficiency before interest, taxes, depreciation, and amortization.

However, ASML does show an advantage in Free Cash Flow (FCF) yield, registering 2.22% compared to AVGO’s 1.6%. A higher FCF yield typically implies a company generates more cash relative to its market capitalization, which can be attractive for investors seeking strong cash-generating businesses. Neither company has a reported Return on Equity (ROE), making direct comparisons on this metric impossible. Despite ASML’s FCF yield advantage, AVGO’s superior net and EBITDA margins position it as the more profitable company overall in terms of converting sales into earnings.

Analyst ratings: ASML vs AVGO

When assessing analyst sentiment for an ASML vs AVGO stock comparison 2026, Broadcom (AVGO) receives a significantly more enthusiastic consensus from the analyst community. Out of 58 analysts covering AVGO, a substantial 89.7% have issued a “Buy” rating. Their consensus price target for AVGO is $443.72, which represents a considerable upside of +16.8% from its current price of $379.95. This strong endorsement and projected upside indicate high confidence in Broadcom’s future performance.

In contrast, ASML Holding N.V. (ASML) receives a “Buy” consensus from a smaller proportion of analysts. Of the 45 analysts covering ASML, 57.8% recommend a “Buy”. The consensus price target for ASML is $1520.2, offering a marginal upside of only +0.2% from its current price of $1517.3752. While still a “Buy” consensus, the much lower percentage of buy ratings and minimal projected upside suggest that analysts see far less potential for appreciation in ASML compared to AVGO at its current valuation. Broadcom is clearly the more favored stock among analysts for future growth potential.

Should I buy ASML or AVGO stock in 2026?

The decision on whether should I buy ASML or AVGO stock in 2026 hinges on an investor’s specific priorities, whether they lean towards growth, value, or income. For growth-oriented investors, Broadcom (AVGO) presents a compelling case. It boasts a higher revenue growth rate of 23.9% year-over-year compared to ASML’s 15.6%, indicating stronger business momentum. Furthermore, analysts assign a significantly higher price target upside of +16.8% for AVGO, alongside a much higher percentage of “Buy” ratings (89.7% vs. 57.8%), suggesting greater confidence in its future expansion.

For value investors examining ASML vs AVGO fundamentals and valuation, the picture is more nuanced. ASML currently trades at a lower P/E ratio of 51.65x compared to AVGO’s 72.13x, making it appear relatively cheaper on an earnings basis. ASML also offers a higher Free Cash Flow yield of 2.22% versus AVGO’s 1.6% and a significantly lower Debt/Equity ratio (0.14x vs. 0.83x), indicating a stronger balance sheet. However, both companies are trading at substantial premiums according to DCF models, with ASML showing a more severe estimated overvaluation (-75.7% DCF downside) than AVGO (-35.6% DCF downside). Therefore, while ASML has some traditional value advantages, both stocks are far from “cheap.”

When considering income, neither ASML nor AVGO are particularly attractive. ASML offers no dividend yield (0.0%), while AVGO provides a negligible yield of 0.01%. Investors prioritizing regular income streams would likely find both stocks unsuitable for their portfolios. Ultimately, AVGO appears better positioned for aggressive growth investors and those aligning with strong analyst sentiment, while ASML might appeal to those seeking a slightly less expensive P/E and stronger balance sheet, albeit with considerable perceived overvaluation according to DCF. This is not investment advice; always conduct your own thorough research.

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FAQ: ASML vs AVGO