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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
MRVL |
| Current Price |
$196.55 |
$133.37 |
| Fair Value Estimate |
$499.84 |
$167.00 |
| Upside to Fair Value |
+154.3%
|
+25.2%
|
| Market Cap |
$132.7B |
$116.6B |
| Forward P/E |
21.6x
|
42.4x
|
| EV / EBITDA |
16.7x
|
—
|
| Price / Sales |
1.2x
|
14.2x
|
| Price / FCF |
15.5x
|
83.7x
|
| Revenue Growth YoY |
+23.6%
|
+7.0%
|
| Gross Margin |
20.1%
|
50.1%
|
| Operating Margin |
7.2%
|
16.3%
|
| Return on Equity |
-218.2%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
6.45%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
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 |
DELL |
MRVL |
| Zone Low |
$374.88 |
$125.00 |
| Zone High |
$424.86 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|