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 2026-04-20.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(22.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MRVL |
| Current Price |
$182.14 |
$133.37 |
| Fair Value Estimate |
$264.10 |
$164.02 |
| Upside to Fair Value |
+45.0%
|
+23.0%
|
| Market Cap |
$173.0B |
$116.6B |
| Forward P/E |
22.8x
|
42.4x
|
| EV / EBITDA |
14.4x
|
—
|
| Price / Sales |
4.2x
|
14.2x
|
| Price / FCF |
12.0x
|
83.7x
|
| Revenue Growth YoY |
+12.1%
|
+7.0%
|
| Gross Margin |
77.7%
|
50.1%
|
| Operating Margin |
21.5%
|
16.3%
|
| Return on Equity |
12.4%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
8.33%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
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 |
$198.08 |
$123.02 |
| Zone High |
$224.49 |
$139.42 |
| In Buy Zone? |
Yes
|
Yes
|