AMZN vs MRVL: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and Marvell Technology, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-20.
Amazon.com, Inc. Β· Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B High Quality
VS
Marvell Technology, Inc. Β· Technology
$133.37
+23.0% upside to fair value
High Conviction Grade B
QuantHub Verdict
MRVL has more upside to fair value (+23.0%). AMZN trades at a lower forward P/E (26.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN MRVL
Current Price $259.34 $133.37
Fair Value Estimate $316.00 $164.02
Upside to Fair Value +21.8% +23.0%
Market Cap $2,789.8B $116.6B
Forward P/E 26.5x 42.4x
EV / EBITDA 16.8x β€”
Price / Sales 3.9x 14.2x
Price / FCF β€” 83.7x
Revenue Growth YoY +17.0% +7.0%
Gross Margin 51.8% 50.1%
Operating Margin 13.1% 16.3%
Return on Equity 21.5% 19.4%
Dividend Yield 0% β€”
FCF Yield -0.81% 1.2%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
MRVL β€” Marvell Technology, Inc.
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 AMZN MRVL
Zone Low $237.00 $123.02
Zone High $268.60 $139.42
In Buy Zone? Yes Yes
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