GS vs MRVL: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Marvell Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Goldman Sachs Group, Inc. ยท Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Marvell Technology, Inc. ยท Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
GS |
MRVL |
| Current Price |
$907.80 |
$133.37 |
| Fair Value Estimate |
$880.00 |
$167.00 |
| Upside to Fair Value |
-3.1%
|
+25.2%
|
| Market Cap |
$269.4B |
$116.6B |
| Forward P/E |
15.6x
|
42.4x
|
| EV / EBITDA |
29.7x
|
โ
|
| Price / Sales |
2.1x
|
14.2x
|
| Price / FCF |
โ
|
83.7x
|
| Revenue Growth YoY |
+9.0%
|
+7.0%
|
| Gross Margin |
47.5%
|
50.1%
|
| Operating Margin |
17.5%
|
16.3%
|
| Return on Equity |
13.8%
|
19.4%
|
| Dividend Yield |
1.71% |
โ |
| FCF Yield |
โ
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median โฆ
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 โฆ
Accumulation Zones
| Metric |
GS |
MRVL |
| Zone Low |
$600.00 |
$125.00 |
| Zone High |
$680.00 |
$142.00 |
| In Buy Zone? |
No
|
Yes
|