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 2026-06-20.
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
VS
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
QCOM has more upside to fair value
(-10.7%).
QCOM trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
QCOM |
| Current Price |
$310.58 |
$226.11 |
| Fair Value Estimate |
$253.23 |
$201.84 |
| Upside to Fair Value |
-18.5%
|
-10.7%
|
| Market Cap |
$271.7B |
$238.3B |
| Forward P/E |
105.7x
|
24.3x
|
| EV / EBITDA |
59.1x
|
17.5x
|
| Price / Sales |
31.2x
|
5.4x
|
| Price / FCF |
163.2x
|
19.1x
|
| Revenue Growth YoY |
+27.6%
|
-3.5%
|
| Gross Margin |
50.6%
|
54.8%
|
| Operating Margin |
16.2%
|
25.5%
|
| Return on Equity |
16.8%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.61%
|
5.25%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
| Metric |
MRVL |
QCOM |
| Zone Low |
$189.92 |
$151.38 |
| Zone High |
$215.25 |
$171.56 |
| In Buy Zone? |
No
|
No
|