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 2026-05-13.
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
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%).
MA trades at a lower forward P/E
(28.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MA |
MRVL |
| Current Price |
$499.81 |
$133.37 |
| Fair Value Estimate |
$525.00 |
$164.02 |
| Upside to Fair Value |
+5.0%
|
+23.0%
|
| Market Cap |
$441.6B |
$116.6B |
| Forward P/E |
28.6x
|
42.4x
|
| EV / EBITDA |
21.3x
|
—
|
| Price / Sales |
13.0x
|
14.2x
|
| Price / FCF |
24.9x
|
83.7x
|
| Revenue Growth YoY |
+15.8%
|
+7.0%
|
| Gross Margin |
83.0%
|
50.1%
|
| Operating Margin |
59.4%
|
16.3%
|
| Return on Equity |
206.1%
|
19.4%
|
| Dividend Yield |
0.6% |
— |
| FCF Yield |
4.01%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
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 |
$393.75 |
$123.02 |
| Zone High |
$446.25 |
$139.42 |
| In Buy Zone? |
No
|
Yes
|