ASML vs MRVL: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
ASML has more upside to fair value
(+65.1%).
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 |
ASML |
MRVL |
| Current Price |
$1,458.97 |
$133.37 |
| Fair Value Estimate |
$2,408.73 |
$167.00 |
| Upside to Fair Value |
+65.1%
|
+25.2%
|
| Market Cap |
$562.3B |
$116.6B |
| Forward P/E |
48.3x
|
42.4x
|
| EV / EBITDA |
37.6x
|
—
|
| Price / Sales |
14.4x
|
14.2x
|
| Price / FCF |
54.4x
|
83.7x
|
| Revenue Growth YoY |
+13.2%
|
+7.0%
|
| Gross Margin |
52.6%
|
50.1%
|
| Operating Margin |
34.8%
|
16.3%
|
| Return on Equity |
52.0%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.84%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
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 |
ASML |
MRVL |
| Zone Low |
$1,806.55 |
$125.00 |
| Zone High |
$2,047.42 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|