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 2026-06-20.
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
MRVL trades at a lower forward P/E
(105.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
PANW |
| Current Price |
$310.58 |
$287.78 |
| Fair Value Estimate |
$253.23 |
$296.19 |
| Upside to Fair Value |
-18.5%
|
+2.9%
|
| Market Cap |
$271.7B |
$196.1B |
| Forward P/E |
105.7x
|
248.9x
|
| EV / EBITDA |
59.1x
|
85.9x
|
| Price / Sales |
31.2x
|
18.5x
|
| Price / FCF |
163.2x
|
45.7x
|
| Revenue Growth YoY |
+27.6%
|
+31.1%
|
| Gross Margin |
50.6%
|
71.9%
|
| Operating Margin |
16.2%
|
9.6%
|
| Return on Equity |
16.8%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.61%
|
2.19%
|
| 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 …
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
MRVL |
PANW |
| Zone Low |
$189.92 |
$222.14 |
| Zone High |
$215.25 |
$251.76 |
| In Buy Zone? |
No
|
No
|