MRVL vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
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 |
PLTR |
| Current Price |
$133.37 |
$142.76 |
| Fair Value Estimate |
$167.00 |
$108.00 |
| Upside to Fair Value |
+25.2%
|
-24.3%
|
| Market Cap |
$116.6B |
$327.1B |
| Forward P/E |
42.4x
|
209.7x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
14.2x
|
73.1x
|
| Price / FCF |
83.7x
|
155.7x
|
| Revenue Growth YoY |
+7.0%
|
+19.1%
|
| Gross Margin |
50.1%
|
82.4%
|
| Operating Margin |
16.3%
|
31.6%
|
| Return on Equity |
19.4%
|
25.7%
|
| Dividend Yield |
— |
— |
| FCF Yield |
1.2%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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 …
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
MRVL |
PLTR |
| Zone Low |
$125.00 |
$81.00 |
| Zone High |
$142.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|