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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(-11.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
MRVL |
| Current Price |
$259.67 |
$258.95 |
| Fair Value Estimate |
$225.56 |
$229.46 |
| Upside to Fair Value |
-13.1%
|
-11.4%
|
| Market Cap |
$264.4B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
48.0x
|
| Price / Sales |
49.0x
|
24.0x
|
| Price / FCF |
167.9x
|
134.3x
|
| Revenue Growth YoY |
+25.8%
|
+36.5%
|
| Gross Margin |
75.2%
|
51.4%
|
| Operating Margin |
-2.2%
|
16.7%
|
| Return on Equity |
1.3%
|
16.2%
|
| Dividend Yield |
0% |
0.09% |
| FCF Yield |
0.6%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
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 |
CRWD |
MRVL |
| Zone Low |
$169.17 |
$172.09 |
| Zone High |
$191.73 |
$195.04 |
| In Buy Zone? |
No
|
No
|