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 2026-05-21.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
NVDA trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
NVDA |
| Current Price |
$133.37 |
$219.76 |
| Fair Value Estimate |
$164.02 |
$318.65 |
| Upside to Fair Value |
+23.0%
|
+45.0%
|
| Market Cap |
$116.6B |
$5,322.7B |
| Forward P/E |
42.4x
|
33.4x
|
| EV / EBITDA |
—
|
27.6x
|
| Price / Sales |
14.2x
|
21.0x
|
| Price / FCF |
83.7x
|
44.7x
|
| Revenue Growth YoY |
+7.0%
|
+85.2%
|
| Gross Margin |
50.1%
|
74.1%
|
| Operating Margin |
16.3%
|
64.0%
|
| Return on Equity |
19.4%
|
111.7%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
2.24%
|
| 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 Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
| Metric |
MRVL |
NVDA |
| Zone Low |
$123.02 |
$238.99 |
| Zone High |
$139.42 |
$270.85 |
| In Buy Zone? |
Yes
|
Yes
|