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 2026-04-16.
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
MU |
| Current Price |
$133.37 |
$421.51 |
| Fair Value Estimate |
$167.00 |
$336.45 |
| Upside to Fair Value |
+25.2%
|
-20.2%
|
| Market Cap |
$116.6B |
$475.4B |
| Forward P/E |
42.4x
|
19.7x
|
| EV / EBITDA |
—
|
12.8x
|
| Price / Sales |
14.2x
|
8.2x
|
| Price / FCF |
83.7x
|
21.6x
|
| Revenue Growth YoY |
+7.0%
|
+74.9%
|
| 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%
|
4.64%
|
| 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, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
MRVL |
MU |
| Zone Low |
$125.00 |
$252.34 |
| Zone High |
$142.00 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|