BA vs MRVL: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Marvell Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
The Boeing Company ยท Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Marvell Technology, Inc. ยท Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
BA |
MRVL |
| Current Price |
$231.28 |
$133.37 |
| Fair Value Estimate |
$335.36 |
$164.02 |
| Upside to Fair Value |
+45.0%
|
+23.0%
|
| Market Cap |
$181.8B |
$116.6B |
| Forward P/E |
83.4x
|
42.4x
|
| EV / EBITDA |
30.8x
|
โ
|
| Price / Sales |
2.0x
|
14.2x
|
| Price / FCF |
776.7x
|
83.7x
|
| Revenue Growth YoY |
+14.0%
|
+7.0%
|
| Gross Margin |
4.8%
|
50.1%
|
| Operating Margin |
-5.9%
|
16.3%
|
| Return on Equity |
-8723.1%
|
19.4%
|
| Dividend Yield |
0% |
โ |
| FCF Yield |
0.13%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company โฆ
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 โฆ
Accumulation Zones
| Metric |
BA |
MRVL |
| Zone Low |
$251.52 |
$123.02 |
| Zone High |
$285.06 |
$139.42 |
| In Buy Zone? |
Yes
|
Yes
|