MRVL vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
NBIS |
| Current Price |
$258.95 |
$217.99 |
| Fair Value Estimate |
$229.46 |
$316.09 |
| Upside to Fair Value |
-11.4%
|
+45.0%
|
| Market Cap |
$226.8B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
48.0x
|
56.8x
|
| Price / Sales |
24.0x
|
38.6x
|
| Price / FCF |
134.3x
|
—
|
| Revenue Growth YoY |
+36.5%
|
+454.0%
|
| Gross Margin |
51.4%
|
58.6%
|
| Operating Margin |
16.7%
|
-49.3%
|
| Return on Equity |
16.2%
|
0.9%
|
| Dividend Yield |
0.09% |
0% |
| FCF Yield |
0.74%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
MRVL |
NBIS |
| Zone Low |
$172.09 |
$237.07 |
| Zone High |
$195.04 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|