MRVL vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and NVIDIA Corporation — 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
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
NVDA |
| Current Price |
$133.37 |
$182.08 |
| Fair Value Estimate |
$167.00 |
$290.00 |
| Upside to Fair Value |
+25.2%
|
+59.3%
|
| Market Cap |
$116.6B |
$4,425.5B |
| Forward P/E |
42.4x
|
—
|
| EV / EBITDA |
—
|
31.4x
|
| Price / Sales |
14.2x
|
21.0x
|
| Price / FCF |
83.7x
|
46.9x
|
| Revenue Growth YoY |
+7.0%
|
+65.5%
|
| Gross Margin |
50.1%
|
71.1%
|
| Operating Margin |
16.3%
|
60.4%
|
| Return on Equity |
19.4%
|
76.3%
|
| Dividend Yield |
— |
0.02% |
| FCF Yield |
1.2%
|
2.13%
|
| 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 …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
MRVL |
NVDA |
| Zone Low |
$125.00 |
$218.00 |
| Zone High |
$142.00 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|