AMD vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(-11.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
MRVL |
| Current Price |
$614.61 |
$258.95 |
| Fair Value Estimate |
$530.25 |
$229.46 |
| Upside to Fair Value |
-13.7%
|
-11.4%
|
| Market Cap |
$1,002.2B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
48.0x
|
| Price / Sales |
24.3x
|
24.0x
|
| Price / FCF |
119.3x
|
134.3x
|
| Revenue Growth YoY |
+50.1%
|
+36.5%
|
| Gross Margin |
53.2%
|
51.4%
|
| Operating Margin |
15.7%
|
16.7%
|
| Return on Equity |
10.1%
|
16.2%
|
| Dividend Yield |
0% |
0.09% |
| FCF Yield |
0.84%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Accumulation Zones
| Metric |
AMD |
MRVL |
| Zone Low |
$397.69 |
$172.09 |
| Zone High |
$450.71 |
$195.04 |
| In Buy Zone? |
No
|
No
|