COST vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
High Quality
VS
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
MRVL has more upside to fair value
(+23.0%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
MRVL |
| Current Price |
$999.89 |
$133.37 |
| Fair Value Estimate |
$793.02 |
$164.02 |
| Upside to Fair Value |
-20.7%
|
+23.0%
|
| Market Cap |
$443.6B |
$116.6B |
| Forward P/E |
51.9x
|
42.4x
|
| EV / EBITDA |
30.9x
|
—
|
| Price / Sales |
1.6x
|
14.2x
|
| Price / FCF |
48.8x
|
83.7x
|
| Revenue Growth YoY |
+9.2%
|
+7.0%
|
| Gross Margin |
12.9%
|
50.1%
|
| Operating Margin |
3.8%
|
16.3%
|
| Return on Equity |
28.8%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
2.05%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
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 |
COST |
MRVL |
| Zone Low |
$594.76 |
$123.02 |
| Zone High |
$674.07 |
$139.42 |
| In Buy Zone? |
No
|
Yes
|