MA vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Mastercard Incorporated · Financial Services
$498.66
+22.3% upside to fair value
High Conviction
Grade A-
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%).
MA trades at a lower forward P/E
(25.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
MRVL |
| Current Price |
$498.66 |
$133.37 |
| Fair Value Estimate |
$610.00 |
$167.00 |
| Upside to Fair Value |
+22.3%
|
+25.2%
|
| Market Cap |
$445.0B |
$116.6B |
| Forward P/E |
25.5x
|
42.4x
|
| EV / EBITDA |
22.4x
|
—
|
| Price / Sales |
13.6x
|
14.2x
|
| Price / FCF |
26.0x
|
83.7x
|
| Revenue Growth YoY |
+16.4%
|
+7.0%
|
| Gross Margin |
83.4%
|
50.1%
|
| Operating Margin |
59.2%
|
16.3%
|
| Return on Equity |
198.4%
|
19.4%
|
| Dividend Yield |
0.65% |
— |
| FCF Yield |
3.84%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Mastercard operates one of the world's two dominant payment networks, processing over $9 trillion in gross dollar volume annually across 220+ countries. The business generates 83% gross margins and 46% net margins with zero credit risk because Mastercard never lends money, only collecting tolls on every transaction. Value-Added Services (analytics, fraud prevention, cybersecurity) now comprise 41…
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 |
MA |
MRVL |
| Zone Low |
$460.00 |
$125.00 |
| Zone High |
$515.00 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|