MRVL vs TSM: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Taiwan Semiconductor Manufacturing Company Limited — 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
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
TSM |
| Current Price |
$133.37 |
$365.90 |
| Fair Value Estimate |
$167.00 |
$352.00 |
| Upside to Fair Value |
+25.2%
|
-3.8%
|
| Market Cap |
$116.6B |
$1,897.7B |
| Forward P/E |
42.4x
|
26.0x
|
| EV / EBITDA |
—
|
18.1x
|
| Price / Sales |
14.2x
|
13.3x
|
| Price / FCF |
83.7x
|
54.0x
|
| Revenue Growth YoY |
+7.0%
|
+33.0%
|
| Gross Margin |
50.1%
|
59.9%
|
| Operating Margin |
16.3%
|
50.8%
|
| Return on Equity |
19.4%
|
35.1%
|
| Dividend Yield |
— |
1.05% |
| FCF Yield |
1.2%
|
1.85%
|
| 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 …
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
Accumulation Zones
| Metric |
MRVL |
TSM |
| Zone Low |
$125.00 |
$265.00 |
| Zone High |
$142.00 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|