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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
MRVL |
| Current Price |
$450.22 |
$310.58 |
| Fair Value Estimate |
$391.48 |
$253.23 |
| Upside to Fair Value |
-13.0%
|
-18.5%
|
| Market Cap |
$299.1B |
$271.7B |
| Forward P/E |
35.2x
|
105.7x
|
| EV / EBITDA |
22.9x
|
59.1x
|
| Price / Sales |
2.2x
|
31.2x
|
| Price / FCF |
31.7x
|
163.2x
|
| Revenue Growth YoY |
+87.5%
|
+27.6%
|
| Gross Margin |
19.2%
|
50.6%
|
| Operating Margin |
8.0%
|
16.2%
|
| Return on Equity |
-363.2%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
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 |
DELL |
MRVL |
| Zone Low |
$293.61 |
$189.92 |
| Zone High |
$332.76 |
$215.25 |
| In Buy Zone? |
No
|
No
|