CRM vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Salesforce, Inc. · Technology
$236.42
+11.6% 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
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
MRVL |
| Current Price |
$236.42 |
$258.95 |
| Fair Value Estimate |
$263.88 |
$229.46 |
| Upside to Fair Value |
+11.6%
|
-11.4%
|
| Market Cap |
$193.6B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
48.0x
|
| Price / Sales |
4.4x
|
24.0x
|
| Price / FCF |
12.8x
|
134.3x
|
| Revenue Growth YoY |
+10.8%
|
+36.5%
|
| Gross Margin |
77.3%
|
51.4%
|
| Operating Margin |
21.4%
|
16.7%
|
| Return on Equity |
20.2%
|
16.2%
|
| Dividend Yield |
0.73% |
0.09% |
| FCF Yield |
7.82%
|
0.74%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
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 |
CRM |
MRVL |
| Zone Low |
$197.91 |
$172.09 |
| Zone High |
$224.30 |
$195.04 |
| In Buy Zone? |
No
|
No
|