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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
MRVL |
| Current Price |
$341.54 |
$133.37 |
| Fair Value Estimate |
$472.05 |
$164.02 |
| Upside to Fair Value |
+38.2%
|
+23.0%
|
| Market Cap |
$556.9B |
$116.6B |
| Forward P/E |
128.4x
|
42.4x
|
| EV / EBITDA |
76.3x
|
—
|
| Price / Sales |
16.1x
|
14.2x
|
| Price / FCF |
82.7x
|
83.7x
|
| Revenue Growth YoY |
+34.1%
|
+7.0%
|
| Gross Margin |
49.5%
|
50.1%
|
| Operating Margin |
10.7%
|
16.3%
|
| Return on Equity |
7.2%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.21%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
Marvell Technology designs semiconductors for data infrastructure, including storage, networking, connectivity for AI, cloud, 5G, and automotive; the business excels with a dominant Data Center segment driving 42% FY2026 revenue growth to $8.2B amid AI demand, strong leadership under long-tenured CEO Matt Murphy, and robust 50% gross margins, though offset by earnings decline and non-Data Center …
Accumulation Zones
| Metric |
AMD |
MRVL |
| Zone Low |
$354.04 |
$123.02 |
| Zone High |
$401.24 |
$139.42 |
| In Buy Zone? |
Yes
|
Yes
|