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 2026-04-22.
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
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 |
$174.96 |
| Fair Value Estimate |
$167.00 |
$201.61 |
| Upside to Fair Value |
+25.2%
|
+15.2%
|
| Market Cap |
$116.6B |
$119.2B |
| Forward P/E |
42.4x
|
94.9x
|
| EV / EBITDA |
—
|
52.4x
|
| Price / Sales |
14.2x
|
12.1x
|
| Price / FCF |
83.7x
|
29.3x
|
| 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%
|
3.41%
|
| 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 is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
MRVL |
PANW |
| Zone Low |
$125.00 |
$151.21 |
| Zone High |
$142.00 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|