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 2026-04-25.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
SLB N.V. · Energy
$56.15
+45.0% upside to fair value
Grade B
QuantHub Verdict
SLB has more upside to fair value
(+45.0%).
SLB trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
SLB |
| Current Price |
$133.37 |
$56.15 |
| Fair Value Estimate |
$164.02 |
$81.42 |
| Upside to Fair Value |
+23.0%
|
+45.0%
|
| Market Cap |
$116.6B |
$84.3B |
| Forward P/E |
42.4x
|
24.3x
|
| EV / EBITDA |
—
|
17.5x
|
| Price / Sales |
14.2x
|
2.4x
|
| Price / FCF |
83.7x
|
17.6x
|
| Revenue Growth YoY |
+7.0%
|
+2.7%
|
| Gross Margin |
50.1%
|
13.6%
|
| Operating Margin |
16.3%
|
11.5%
|
| Return on Equity |
19.4%
|
12.2%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
5.69%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 N.V. is the world's largest oilfield services company operating primarily in the energy sector with a focus on oil and gas equipment and services. The company benefits from a diversified revenue base across well construction, production systems, reservoir characterization, and digital integration, with fiscal year 2024 revenues totaling over $37 billion. Despite modest revenue growth of 2.7% …
Accumulation Zones
| Metric |
MRVL |
SLB |
| Zone Low |
$123.02 |
$61.06 |
| Zone High |
$139.42 |
$69.21 |
| In Buy Zone? |
Yes
|
Yes
|