JNJ vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Marvell Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
Johnson & Johnson ยท Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
VS
Marvell Technology, Inc. ยท Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
MRVL has more upside to fair value
(-18.5%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
JNJ |
MRVL |
| Current Price |
$253.85 |
$310.58 |
| Fair Value Estimate |
$198.76 |
$253.23 |
| Upside to Fair Value |
-21.7%
|
-18.5%
|
| Market Cap |
$611.1B |
$271.7B |
| Forward P/E |
29.3x
|
105.7x
|
| EV / EBITDA |
19.2x
|
59.1x
|
| Price / Sales |
6.3x
|
31.2x
|
| Price / FCF |
34.3x
|
163.2x
|
| Revenue Growth YoY |
+9.9%
|
+27.6%
|
| Gross Margin |
69.1%
|
50.6%
|
| Operating Margin |
26.9%
|
16.2%
|
| Return on Equity |
26.3%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
0.61%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,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 |
JNJ |
MRVL |
| Zone Low |
$149.07 |
$189.92 |
| Zone High |
$168.95 |
$215.25 |
| In Buy Zone? |
No
|
No
|