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 2026-06-20.
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(-18.5%).
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 |
PLTR |
| Current Price |
$310.58 |
$128.47 |
| Fair Value Estimate |
$253.23 |
$75.23 |
| Upside to Fair Value |
-18.5%
|
-41.4%
|
| Market Cap |
$271.7B |
$295.0B |
| Forward P/E |
105.7x
|
133.8x
|
| EV / EBITDA |
59.1x
|
124.7x
|
| Price / Sales |
31.2x
|
56.5x
|
| Price / FCF |
163.2x
|
109.7x
|
| Revenue Growth YoY |
+27.6%
|
+84.7%
|
| Gross Margin |
50.6%
|
84.1%
|
| Operating Margin |
16.2%
|
38.1%
|
| Return on Equity |
16.8%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.61%
|
0.91%
|
| Analyst Consensus |
Strong Buy
|
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 …
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
MRVL |
PLTR |
| Zone Low |
$189.92 |
$56.42 |
| Zone High |
$215.25 |
$63.95 |
| In Buy Zone? |
No
|
No
|