MRVL vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
SMCI |
| Current Price |
$133.37 |
$34.66 |
| Fair Value Estimate |
$164.02 |
$50.26 |
| Upside to Fair Value |
+23.0%
|
+45.0%
|
| Market Cap |
$116.6B |
$20.8B |
| Forward P/E |
42.4x
|
11.6x
|
| EV / EBITDA |
—
|
17.9x
|
| Price / Sales |
14.2x
|
0.6x
|
| Price / FCF |
83.7x
|
-3.0x
|
| Revenue Growth YoY |
+7.0%
|
+122.7%
|
| Gross Margin |
50.1%
|
8.4%
|
| Operating Margin |
16.3%
|
4.5%
|
| Return on Equity |
19.4%
|
26.0%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
—
|
| 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 …
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
Accumulation Zones
| Metric |
MRVL |
SMCI |
| Zone Low |
$123.02 |
$37.70 |
| Zone High |
$139.42 |
$42.72 |
| In Buy Zone? |
Yes
|
Yes
|