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 2026-07-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
MRVL trades at a lower forward P/E
(105.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
MRVL |
| Current Price |
$555.79 |
$310.58 |
| Fair Value Estimate |
$689.29 |
$253.23 |
| Upside to Fair Value |
+24.0%
|
-18.5%
|
| Market Cap |
$906.3B |
$271.7B |
| Forward P/E |
177.7x
|
105.7x
|
| EV / EBITDA |
110.2x
|
59.1x
|
| Price / Sales |
24.1x
|
31.2x
|
| Price / FCF |
105.3x
|
163.2x
|
| Revenue Growth YoY |
+37.8%
|
+27.6%
|
| Gross Margin |
50.3%
|
50.6%
|
| Operating Margin |
11.7%
|
16.2%
|
| Return on Equity |
8.1%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
Marvell Technology, Inc. designs and supplies semiconductor solutions primarily focused on data infrastructure markets including cloud, AI, carrier 5G, and custom silicon. The company benefits from a narrow but widening moat driven by strong IP and hyperscaler relationships, led by an experienced CEO with a track record of transformational M&A. Despite strong revenue growth of 42% year-over-year …
Accumulation Zones
| Metric |
AMD |
MRVL |
| Zone Low |
$516.97 |
$189.92 |
| Zone High |
$585.90 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|