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 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
CRM trades at a lower forward P/E
(22.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MRVL |
| Current Price |
$181.22 |
$133.37 |
| Fair Value Estimate |
$474.00 |
$167.00 |
| Upside to Fair Value |
+161.6%
|
+25.2%
|
| Market Cap |
$169.8B |
$116.6B |
| Forward P/E |
22.7x
|
42.4x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
4.1x
|
14.2x
|
| Price / FCF |
11.8x
|
83.7x
|
| Revenue Growth YoY |
+9.2%
|
+7.0%
|
| Gross Margin |
77.7%
|
50.1%
|
| Operating Margin |
21.5%
|
16.3%
|
| Return on Equity |
12.4%
|
19.4%
|
| Dividend Yield |
— |
— |
| FCF Yield |
8.5%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
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 |
CRM |
MRVL |
| Zone Low |
$356.00 |
$125.00 |
| Zone High |
$403.00 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|