MRVL vs SLB: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and SLB N.V. — 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
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
SLB |
| Current Price |
$133.37 |
$51.92 |
| Fair Value Estimate |
$167.00 |
$41.43 |
| Upside to Fair Value |
+25.2%
|
-20.2%
|
| Market Cap |
$116.6B |
$77.9B |
| Forward P/E |
42.4x
|
18.6x
|
| EV / EBITDA |
—
|
9.2x
|
| Price / Sales |
14.2x
|
2.2x
|
| Price / FCF |
83.7x
|
16.1x
|
| Revenue Growth YoY |
+7.0%
|
-1.6%
|
| Gross Margin |
50.1%
|
18.21%
|
| Operating Margin |
16.3%
|
15.28%
|
| Return on Equity |
19.4%
|
12.83%
|
| Dividend Yield |
— |
2.21% |
| FCF Yield |
1.2%
|
6.21%
|
| 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 …
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
MRVL |
SLB |
| Zone Low |
$125.00 |
$34.00 |
| Zone High |
$142.00 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|