CRWD vs MRVL: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MRVL |
| Current Price |
$436.32 |
$133.37 |
| Fair Value Estimate |
$587.16 |
$164.02 |
| Upside to Fair Value |
+34.6%
|
+23.0%
|
| Market Cap |
$110.7B |
$116.6B |
| Forward P/E |
-601.6x
|
42.4x
|
| EV / EBITDA |
951.5x
|
—
|
| Price / Sales |
23.0x
|
14.2x
|
| Price / FCF |
89.3x
|
83.7x
|
| Revenue Growth YoY |
+23.3%
|
+7.0%
|
| Gross Margin |
74.9%
|
50.1%
|
| Operating Margin |
-5.4%
|
16.3%
|
| Return on Equity |
-4.7%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.12%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
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 |
CRWD |
MRVL |
| Zone Low |
$440.37 |
$123.02 |
| Zone High |
$499.09 |
$139.42 |
| In Buy Zone? |
Yes
|
Yes
|