HD vs MRVL: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
MRVL |
| Current Price |
$337.34 |
$133.37 |
| Fair Value Estimate |
$378.00 |
$167.00 |
| Upside to Fair Value |
+12.1%
|
+25.2%
|
| Market Cap |
$336.0B |
$116.6B |
| Forward P/E |
23.0x
|
42.4x
|
| EV / EBITDA |
18.1x
|
—
|
| Price / Sales |
2.3x
|
14.2x
|
| Price / FCF |
29.7x
|
83.7x
|
| Revenue Growth YoY |
+3.2%
|
+7.0%
|
| Gross Margin |
33.3%
|
50.1%
|
| Operating Margin |
12.7%
|
16.3%
|
| Return on Equity |
110.5%
|
19.4%
|
| Dividend Yield |
2.44% |
— |
| FCF Yield |
3.37%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
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 |
HD |
MRVL |
| Zone Low |
$285.00 |
$125.00 |
| Zone High |
$320.00 |
$142.00 |
| In Buy Zone? |
No
|
Yes
|