ANET vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% 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
MRVL has more upside to fair value
(+23.0%).
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 |
ANET |
MRVL |
| Current Price |
$172.62 |
$133.37 |
| Fair Value Estimate |
$193.98 |
$164.02 |
| Upside to Fair Value |
+12.4%
|
+23.0%
|
| Market Cap |
$217.4B |
$116.6B |
| Forward P/E |
61.8x
|
42.4x
|
| EV / EBITDA |
54.8x
|
—
|
| Price / Sales |
24.1x
|
14.2x
|
| Price / FCF |
51.1x
|
83.7x
|
| Revenue Growth YoY |
+28.9%
|
+7.0%
|
| Gross Margin |
64.1%
|
50.1%
|
| Operating Margin |
42.8%
|
16.3%
|
| Return on Equity |
31.0%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.96%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
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 |
ANET |
MRVL |
| Zone Low |
$145.48 |
$123.02 |
| Zone High |
$164.88 |
$139.42 |
| In Buy Zone? |
No
|
Yes
|