MRVL vs MU: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(+23.0%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
MU |
| Current Price |
$133.37 |
$455.07 |
| Fair Value Estimate |
$164.02 |
$250.29 |
| Upside to Fair Value |
+23.0%
|
-45.0%
|
| Market Cap |
$116.6B |
$513.2B |
| Forward P/E |
42.4x
|
21.2x
|
| EV / EBITDA |
—
|
13.8x
|
| Price / Sales |
14.2x
|
8.8x
|
| Price / FCF |
83.7x
|
49.9x
|
| Revenue Growth YoY |
+7.0%
|
+196.3%
|
| Gross Margin |
50.1%
|
58.4%
|
| Operating Margin |
16.3%
|
48.5%
|
| Return on Equity |
19.4%
|
40.8%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
MRVL |
MU |
| Zone Low |
$123.02 |
$187.72 |
| Zone High |
$139.42 |
$212.75 |
| In Buy Zone? |
Yes
|
No
|