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 2026-04-20.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
ORCL |
| Current Price |
$133.37 |
$175.08 |
| Fair Value Estimate |
$164.02 |
$253.87 |
| Upside to Fair Value |
+23.0%
|
+45.0%
|
| Market Cap |
$116.6B |
$503.5B |
| Forward P/E |
42.4x
|
30.8x
|
| EV / EBITDA |
—
|
21.4x
|
| Price / Sales |
14.2x
|
7.9x
|
| Price / FCF |
83.7x
|
-20.4x
|
| Revenue Growth YoY |
+7.0%
|
+21.7%
|
| Gross Margin |
50.1%
|
66.4%
|
| Operating Margin |
16.3%
|
30.8%
|
| Return on Equity |
19.4%
|
57.4%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
—
|
| 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 …
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
MRVL |
ORCL |
| Zone Low |
$123.02 |
$190.40 |
| Zone High |
$139.42 |
$215.79 |
| In Buy Zone? |
Yes
|
Yes
|