MRVL vs TTD: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
TTD |
| Current Price |
$133.37 |
$23.08 |
| Fair Value Estimate |
$164.02 |
$33.47 |
| Upside to Fair Value |
+23.0%
|
+45.0%
|
| Market Cap |
$116.6B |
$10.8B |
| Forward P/E |
42.4x
|
25.3x
|
| EV / EBITDA |
—
|
14.3x
|
| Price / Sales |
14.2x
|
3.6x
|
| Price / FCF |
83.7x
|
13.0x
|
| Revenue Growth YoY |
+7.0%
|
+11.8%
|
| Gross Margin |
50.1%
|
77.8%
|
| Operating Margin |
16.3%
|
20.3%
|
| Return on Equity |
19.4%
|
16.9%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
7.71%
|
| 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 …
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
MRVL |
TTD |
| Zone Low |
$123.02 |
$25.10 |
| Zone High |
$139.42 |
$28.45 |
| In Buy Zone? |
Yes
|
Yes
|