MRVL vs UNH: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
UNH |
| Current Price |
$133.37 |
$353.52 |
| Fair Value Estimate |
$164.02 |
$512.60 |
| Upside to Fair Value |
+23.0%
|
+45.0%
|
| Market Cap |
$116.6B |
$320.9B |
| Forward P/E |
42.4x
|
26.7x
|
| EV / EBITDA |
—
|
16.1x
|
| Price / Sales |
14.2x
|
0.7x
|
| Price / FCF |
83.7x
|
16.3x
|
| Revenue Growth YoY |
+7.0%
|
+2.0%
|
| Gross Margin |
50.1%
|
18.8%
|
| Operating Margin |
16.3%
|
4.2%
|
| Return on Equity |
19.4%
|
12.4%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
6.13%
|
| 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 …
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
MRVL |
UNH |
| Zone Low |
$123.02 |
$384.45 |
| Zone High |
$139.42 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|