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
HD โ€” The Home Depot, Inc.
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 โ€ฆ
MRVL โ€” Marvell Technology, Inc.
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 โ€ฆ
Accumulation Zones
Metric HD MRVL
Zone Low $346.61 $189.92
Zone High $392.82 $215.25
In Buy Zone? Yes No
โ† HD Research    MRVL Research โ†’    All Research