HON vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Honeywell International Inc. · Industrials
$235.04
-9.9% 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%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
MRVL |
| Current Price |
$235.04 |
$133.37 |
| Fair Value Estimate |
$211.73 |
$167.00 |
| Upside to Fair Value |
-9.9%
|
+25.2%
|
| Market Cap |
$149.4B |
$116.6B |
| Forward P/E |
22.3x
|
42.4x
|
| EV / EBITDA |
16.9x
|
—
|
| Price / Sales |
4.0x
|
14.2x
|
| Price / FCF |
27.7x
|
83.7x
|
| Revenue Growth YoY |
-2.7%
|
+7.0%
|
| Gross Margin |
36.9%
|
50.1%
|
| Operating Margin |
17.7%
|
16.3%
|
| Return on Equity |
33.28%
|
19.4%
|
| Dividend Yield |
1.92% |
— |
| FCF Yield |
3.61%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
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 |
HON |
MRVL |
| Zone Low |
$158.80 |
$125.00 |
| Zone High |
$179.97 |
$142.00 |
| In Buy Zone? |
No
|
Yes
|