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 2026-07-08.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MRVL |
| Current Price |
$169.52 |
$310.58 |
| Fair Value Estimate |
$245.80 |
$253.23 |
| Upside to Fair Value |
+45.0%
|
-18.5%
|
| Market Cap |
$138.8B |
$271.7B |
| Forward P/E |
19.6x
|
105.7x
|
| EV / EBITDA |
12.3x
|
59.1x
|
| Price / Sales |
3.2x
|
31.2x
|
| Price / FCF |
9.5x
|
163.2x
|
| Revenue Growth YoY |
+13.3%
|
+27.6%
|
| Gross Margin |
77.6%
|
50.6%
|
| Operating Margin |
21.9%
|
16.2%
|
| Return on Equity |
14.9%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
0.61%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
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 |
CRM |
MRVL |
| Zone Low |
$184.35 |
$189.92 |
| Zone High |
$208.93 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|