MRVL vs NOW: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-18.
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
VS
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NOW has more upside to fair value
(+45.0%).
NOW trades at a lower forward P/E
(61.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
NOW |
| Current Price |
$310.58 |
$103.24 |
| Fair Value Estimate |
$253.23 |
$149.70 |
| Upside to Fair Value |
-18.5%
|
+45.0%
|
| Market Cap |
$271.7B |
$106.5B |
| Forward P/E |
105.7x
|
61.1x
|
| EV / EBITDA |
59.1x
|
32.9x
|
| Price / Sales |
31.2x
|
7.6x
|
| Price / FCF |
163.2x
|
23.0x
|
| Revenue Growth YoY |
+27.6%
|
+22.1%
|
| Gross Margin |
50.6%
|
76.6%
|
| Operating Margin |
16.2%
|
13.4%
|
| Return on Equity |
16.8%
|
15.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.61%
|
4.35%
|
| 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 …
ServiceNow, Inc. operates in the technology sector specializing in software applications, delivering high-quality enterprise cloud solutions with a durable competitive moat evidenced by a 15% return on equity and strong gross margins of 76.6%. The company is currently in an investing growth phase with 22.1% revenue growth in the most recent quarter, although earnings growth is modest at 2.0%. Des…
Accumulation Zones
| Metric |
MRVL |
NOW |
| Zone Low |
$189.92 |
$112.27 |
| Zone High |
$215.25 |
$127.24 |
| In Buy Zone? |
No
|
Yes
|