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 2026-04-24.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(+23.0%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
PANW |
| Current Price |
$133.37 |
$174.41 |
| Fair Value Estimate |
$164.02 |
$174.18 |
| Upside to Fair Value |
+23.0%
|
-0.1%
|
| Market Cap |
$116.6B |
$118.9B |
| Forward P/E |
42.4x
|
94.6x
|
| EV / EBITDA |
—
|
52.3x
|
| Price / Sales |
14.2x
|
12.0x
|
| Price / FCF |
83.7x
|
29.2x
|
| Revenue Growth YoY |
+7.0%
|
+14.9%
|
| Gross Margin |
50.1%
|
73.5%
|
| Operating Margin |
16.3%
|
14.4%
|
| Return on Equity |
19.4%
|
15.5%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
3.42%
|
| 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 …
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
MRVL |
PANW |
| Zone Low |
$123.02 |
$130.63 |
| Zone High |
$139.42 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|