BA vs MRVL: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MRVL |
| Current Price |
$217.63 |
$133.37 |
| Fair Value Estimate |
$260.00 |
$167.00 |
| Upside to Fair Value |
+19.5%
|
+25.2%
|
| Market Cap |
$170.9B |
$116.6B |
| Forward P/E |
74.0x
|
42.4x
|
| EV / EBITDA |
28.4x
|
—
|
| Price / Sales |
1.9x
|
14.2x
|
| Price / FCF |
-88.2x
|
83.7x
|
| Revenue Growth YoY |
+34.5%
|
+7.0%
|
| Gross Margin |
4.8%
|
50.1%
|
| Operating Margin |
-6.1%
|
16.3%
|
| Return on Equity |
41.0%
|
19.4%
|
| Dividend Yield |
0.2% |
— |
| FCF Yield |
-1.1%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 …
Accumulation Zones
| Metric |
BA |
MRVL |
| Zone Low |
$195.00 |
$125.00 |
| Zone High |
$221.00 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|