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 2026-07-06.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
MRVL has more upside to fair value
(-18.5%).
AVGO trades at a lower forward P/E
(61.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
MRVL |
| Current Price |
$379.86 |
$310.58 |
| Fair Value Estimate |
$223.93 |
$253.23 |
| Upside to Fair Value |
-41.0%
|
-18.5%
|
| Market Cap |
$1,806.8B |
$271.7B |
| Forward P/E |
61.3x
|
105.7x
|
| EV / EBITDA |
44.1x
|
59.1x
|
| Price / Sales |
23.9x
|
31.2x
|
| Price / FCF |
55.2x
|
163.2x
|
| Revenue Growth YoY |
+47.9%
|
+27.6%
|
| Gross Margin |
67.0%
|
50.6%
|
| Operating Margin |
43.7%
|
16.2%
|
| Return on Equity |
36.4%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
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 |
AVGO |
MRVL |
| Zone Low |
$167.95 |
$189.92 |
| Zone High |
$190.34 |
$215.25 |
| In Buy Zone? |
No
|
No
|