MRVL vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
ORCL |
| Current Price |
$310.58 |
$184.31 |
| Fair Value Estimate |
$253.23 |
$210.13 |
| Upside to Fair Value |
-18.5%
|
+14.0%
|
| Market Cap |
$271.7B |
$530.1B |
| Forward P/E |
105.7x
|
31.0x
|
| EV / EBITDA |
59.1x
|
20.4x
|
| Price / Sales |
31.2x
|
7.9x
|
| Price / FCF |
163.2x
|
-22.4x
|
| Revenue Growth YoY |
+27.6%
|
+20.6%
|
| Gross Margin |
50.6%
|
65.8%
|
| Operating Margin |
16.2%
|
30.8%
|
| Return on Equity |
16.8%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.61%
|
—
|
| 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 …
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
MRVL |
ORCL |
| Zone Low |
$189.92 |
$157.60 |
| Zone High |
$215.25 |
$178.61 |
| In Buy Zone? |
No
|
No
|