JNJ vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
MRVL has more upside to fair value
(+23.0%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
JNJ |
MRVL |
| Current Price |
$230.69 |
$133.37 |
| Fair Value Estimate |
$255.61 |
$164.02 |
| Upside to Fair Value |
+10.8%
|
+23.0%
|
| Market Cap |
$555.9B |
$116.6B |
| Forward P/E |
26.8x
|
42.4x
|
| EV / EBITDA |
18.5x
|
—
|
| Price / Sales |
5.8x
|
14.2x
|
| Price / FCF |
28.2x
|
83.7x
|
| Revenue Growth YoY |
+9.9%
|
+7.0%
|
| Gross Margin |
69.1%
|
50.1%
|
| Operating Margin |
26.9%
|
16.3%
|
| Return on Equity |
26.5%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.54%
|
1.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
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 |
JNJ |
MRVL |
| Zone Low |
$191.71 |
$123.02 |
| Zone High |
$217.27 |
$139.42 |
| In Buy Zone? |
No
|
Yes
|