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 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MRVL |
| Current Price |
$191.12 |
$310.58 |
| Fair Value Estimate |
$253.64 |
$253.23 |
| Upside to Fair Value |
+32.7%
|
-18.5%
|
| Market Cap |
$194.6B |
$271.7B |
| Forward P/E |
-4023.6x
|
105.7x
|
| EV / EBITDA |
570.3x
|
59.1x
|
| Price / Sales |
38.2x
|
31.2x
|
| Price / FCF |
134.0x
|
163.2x
|
| Revenue Growth YoY |
+25.6%
|
+27.6%
|
| Gross Margin |
75.0%
|
50.6%
|
| Operating Margin |
-3.9%
|
16.2%
|
| Return on Equity |
-0.6%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
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 |
CRWD |
MRVL |
| Zone Low |
$190.23 |
$189.92 |
| Zone High |
$215.59 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|