MRVL vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(-11.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
QCOM |
| Current Price |
$258.95 |
$201.97 |
| Fair Value Estimate |
$229.46 |
$159.42 |
| Upside to Fair Value |
-11.4%
|
-21.1%
|
| Market Cap |
$226.8B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
48.0x
|
16.5x
|
| Price / Sales |
24.0x
|
4.8x
|
| Price / FCF |
134.3x
|
20.5x
|
| Revenue Growth YoY |
+36.5%
|
-4.0%
|
| Gross Margin |
51.4%
|
54.2%
|
| Operating Margin |
16.7%
|
23.2%
|
| Return on Equity |
16.2%
|
37.3%
|
| Dividend Yield |
0.09% |
1.79% |
| FCF Yield |
0.74%
|
4.88%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
MRVL |
QCOM |
| Zone Low |
$172.09 |
$119.56 |
| Zone High |
$195.04 |
$135.51 |
| In Buy Zone? |
No
|
No
|