DELL vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
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 |
DELL |
MRVL |
| Current Price |
$569.00 |
$258.95 |
| Fair Value Estimate |
$383.93 |
$229.46 |
| Upside to Fair Value |
-32.5%
|
-11.4%
|
| Market Cap |
$378.0B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
48.0x
|
| Price / Sales |
2.5x
|
24.0x
|
| Price / FCF |
42.9x
|
134.3x
|
| Revenue Growth YoY |
+57.7%
|
+36.5%
|
| Gross Margin |
19.8%
|
51.4%
|
| Operating Margin |
9.6%
|
16.7%
|
| Return on Equity |
-574.6%
|
16.2%
|
| Dividend Yield |
0.41% |
0.09% |
| FCF Yield |
2.33%
|
0.74%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
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 |
DELL |
MRVL |
| Zone Low |
$287.95 |
$172.09 |
| Zone High |
$326.34 |
$195.04 |
| In Buy Zone? |
No
|
No
|