DIS vs MRVL: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% 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
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MRVL |
| Current Price |
$101.31 |
$133.37 |
| Fair Value Estimate |
$168.80 |
$167.00 |
| Upside to Fair Value |
+66.6%
|
+25.2%
|
| Market Cap |
$179.5B |
$116.6B |
| Forward P/E |
14.8x
|
42.4x
|
| EV / EBITDA |
11.4x
|
—
|
| Price / Sales |
1.9x
|
14.2x
|
| Price / FCF |
25.4x
|
83.7x
|
| Revenue Growth YoY |
+5.2%
|
+7.0%
|
| Gross Margin |
37.3%
|
50.1%
|
| Operating Margin |
14.2%
|
16.3%
|
| Return on Equity |
11.3%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.93%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
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 |
DIS |
MRVL |
| Zone Low |
$126.60 |
$125.00 |
| Zone High |
$143.48 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|