AVGO vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
MRVL |
| Current Price |
$354.99 |
$258.95 |
| Fair Value Estimate |
$408.70 |
$229.46 |
| Upside to Fair Value |
+15.1%
|
-11.4%
|
| Market Cap |
$1,688.9B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
48.0x
|
| Price / Sales |
18.9x
|
24.0x
|
| Price / FCF |
42.9x
|
134.3x
|
| Revenue Growth YoY |
+85.5%
|
+36.5%
|
| Gross Margin |
67.7%
|
51.4%
|
| Operating Margin |
48.3%
|
16.7%
|
| Return on Equity |
43.9%
|
16.2%
|
| Dividend Yield |
0.73% |
0.09% |
| FCF Yield |
2.33%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
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 |
AVGO |
MRVL |
| Zone Low |
$306.52 |
$172.09 |
| Zone High |
$347.39 |
$195.04 |
| In Buy Zone? |
No
|
No
|