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 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
ASML trades at a lower forward P/E
(62.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
MRVL |
| Current Price |
$1,775.64 |
$310.58 |
| Fair Value Estimate |
$2,574.68 |
$253.23 |
| Upside to Fair Value |
+45.0%
|
-18.5%
|
| Market Cap |
$684.4B |
$271.7B |
| Forward P/E |
62.1x
|
105.7x
|
| EV / EBITDA |
47.1x
|
59.1x
|
| Price / Sales |
18.4x
|
31.2x
|
| Price / FCF |
69.1x
|
163.2x
|
| Revenue Growth YoY |
+13.2%
|
+27.6%
|
| Gross Margin |
52.6%
|
50.6%
|
| Operating Margin |
34.8%
|
16.2%
|
| Return on Equity |
52.0%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
ASML Holding N.V. is a leading semiconductor equipment manufacturer specializing in photolithography systems critical for chip production. The company exhibits high business quality with a durable competitive moat supported by advanced technology and strong market position, reflected in a 52% return on equity and robust margins including a 52.6% gross margin and 29.7% net margin. Despite strong r…
Marvell Technology, Inc. designs and supplies semiconductor solutions primarily focused on data infrastructure markets including cloud, AI, carrier 5G, and custom silicon. The company benefits from a narrow but widening moat driven by strong IP and hyperscaler relationships, led by an experienced CEO with a track record of transformational M&A. Despite strong revenue growth of 42% year-over-year …
Accumulation Zones
| Metric |
ASML |
MRVL |
| Zone Low |
$1,931.01 |
$189.92 |
| Zone High |
$2,188.48 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|