HD vs MRVL: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Marvell Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-13.
The Home Depot, Inc. ยท Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
VS
Marvell Technology, Inc. ยท Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
HD |
MRVL |
| Current Price |
$343.30 |
$310.58 |
| Fair Value Estimate |
$462.14 |
$253.23 |
| Upside to Fair Value |
+34.6%
|
-18.5%
|
| Market Cap |
$342.3B |
$271.7B |
| Forward P/E |
24.3x
|
105.7x
|
| EV / EBITDA |
16.5x
|
59.1x
|
| Price / Sales |
2.0x
|
31.2x
|
| Price / FCF |
23.9x
|
163.2x
|
| Revenue Growth YoY |
+4.8%
|
+27.6%
|
| Gross Margin |
33.1%
|
50.6%
|
| Operating Margin |
12.4%
|
16.2%
|
| Return on Equity |
113.3%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
0.61%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins โฆ
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 โฆ
Accumulation Zones
| Metric |
HD |
MRVL |
| Zone Low |
$346.61 |
$189.92 |
| Zone High |
$392.82 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|