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 2026-04-16.
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
VS
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
QCOM |
| Current Price |
$133.37 |
$134.47 |
| Fair Value Estimate |
$167.00 |
$239.00 |
| Upside to Fair Value |
+25.2%
|
+77.7%
|
| Market Cap |
$116.6B |
$143.6B |
| Forward P/E |
42.4x
|
26.8x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
14.2x
|
3.2x
|
| Price / FCF |
83.7x
|
11.1x
|
| Revenue Growth YoY |
+7.0%
|
+8.7%
|
| Gross Margin |
50.1%
|
55.1%
|
| Operating Margin |
16.3%
|
27.1%
|
| Return on Equity |
19.4%
|
21.6%
|
| Dividend Yield |
— |
— |
| FCF Yield |
1.2%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
MRVL |
QCOM |
| Zone Low |
$125.00 |
$179.00 |
| Zone High |
$142.00 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|