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 2026-09-25.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
MRVL |
| Current Price |
$1,744.61 |
$258.95 |
| Fair Value Estimate |
$1,732.49 |
$229.46 |
| Upside to Fair Value |
-0.7%
|
-11.4%
|
| Market Cap |
$672.4B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
48.0x
|
| Price / Sales |
19.0x
|
24.0x
|
| Price / FCF |
67.2x
|
134.3x
|
| Revenue Growth YoY |
+21.3%
|
+36.5%
|
| Gross Margin |
52.7%
|
51.4%
|
| Operating Margin |
35.4%
|
16.7%
|
| Return on Equity |
52.4%
|
16.2%
|
| Dividend Yield |
0.51% |
0.09% |
| FCF Yield |
1.49%
|
0.74%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating …
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Accumulation Zones
| Metric |
ASML |
MRVL |
| Zone Low |
$1,299.37 |
$172.09 |
| Zone High |
$1,472.62 |
$195.04 |
| In Buy Zone? |
No
|
No
|