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 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
MRVL |
| Current Price |
$278.26 |
$133.37 |
| Fair Value Estimate |
$391.00 |
$167.00 |
| Upside to Fair Value |
+40.5%
|
+25.2%
|
| Market Cap |
$453.7B |
$116.6B |
| Forward P/E |
104.6x
|
42.4x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
13.1x
|
14.2x
|
| Price / FCF |
67.4x
|
83.7x
|
| Revenue Growth YoY |
+11.1%
|
+7.0%
|
| Gross Margin |
49.5%
|
50.1%
|
| Operating Margin |
10.7%
|
16.3%
|
| Return on Equity |
7.2%
|
19.4%
|
| Dividend Yield |
— |
— |
| FCF Yield |
1.5%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
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 |
$293.00 |
$125.00 |
| Zone High |
$332.00 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|