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 2026-06-25.
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
MRVL has more upside to fair value
(-18.5%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
MU |
| Current Price |
$310.58 |
$1,048.51 |
| Fair Value Estimate |
$253.23 |
$576.68 |
| Upside to Fair Value |
-18.5%
|
-45.0%
|
| Market Cap |
$271.7B |
$1,182.4B |
| Forward P/E |
105.7x
|
23.4x
|
| EV / EBITDA |
59.1x
|
25.9x
|
| Price / Sales |
31.2x
|
13.1x
|
| Price / FCF |
163.2x
|
25.8x
|
| Revenue Growth YoY |
+27.6%
|
+345.7%
|
| Gross Margin |
50.6%
|
72.6%
|
| Operating Margin |
16.2%
|
65.7%
|
| Return on Equity |
16.8%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.61%
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
MRVL |
MU |
| Zone Low |
$189.92 |
$432.51 |
| Zone High |
$215.25 |
$490.18 |
| In Buy Zone? |
No
|
No
|