MRVL vs PANW: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
PANW |
| Current Price |
$258.95 |
$374.74 |
| Fair Value Estimate |
$229.46 |
$355.11 |
| Upside to Fair Value |
-11.4%
|
-5.2%
|
| Market Cap |
$226.8B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
48.0x
|
569.8x
|
| Price / Sales |
24.0x
|
26.6x
|
| Price / FCF |
134.3x
|
64.0x
|
| Revenue Growth YoY |
+36.5%
|
+34.4%
|
| Gross Margin |
51.4%
|
70.4%
|
| Operating Margin |
16.7%
|
6.1%
|
| Return on Equity |
16.2%
|
1.7%
|
| Dividend Yield |
0.09% |
0% |
| FCF Yield |
0.74%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
MRVL |
PANW |
| Zone Low |
$172.09 |
$266.33 |
| Zone High |
$195.04 |
$301.84 |
| In Buy Zone? |
No
|
No
|