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 2026-07-10.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MRVL |
| Current Price |
$96.16 |
$310.58 |
| Fair Value Estimate |
$139.43 |
$253.23 |
| Upside to Fair Value |
+45.0%
|
-18.5%
|
| Market Cap |
$167.0B |
$271.7B |
| Forward P/E |
15.4x
|
105.7x
|
| EV / EBITDA |
10.8x
|
59.1x
|
| Price / Sales |
1.7x
|
31.2x
|
| Price / FCF |
23.5x
|
163.2x
|
| Revenue Growth YoY |
+6.5%
|
+27.6%
|
| Gross Margin |
37.2%
|
50.6%
|
| Operating Margin |
15.5%
|
16.2%
|
| Return on Equity |
10.3%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
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 |
DIS |
MRVL |
| Zone Low |
$104.57 |
$189.92 |
| Zone High |
$118.52 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|