MRVL vs VRT: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
VRT |
| Current Price |
$258.95 |
$253.28 |
| Fair Value Estimate |
$229.46 |
$274.15 |
| Upside to Fair Value |
-11.4%
|
+8.2%
|
| Market Cap |
$226.8B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
48.0x
|
38.8x
|
| Price / Sales |
24.0x
|
8.5x
|
| Price / FCF |
134.3x
|
33.3x
|
| Revenue Growth YoY |
+36.5%
|
+24.1%
|
| Gross Margin |
51.4%
|
37.5%
|
| Operating Margin |
16.7%
|
19.1%
|
| Return on Equity |
16.2%
|
42.1%
|
| Dividend Yield |
0.09% |
0.1% |
| FCF Yield |
0.74%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
MRVL |
VRT |
| Zone Low |
$172.09 |
$205.61 |
| Zone High |
$195.04 |
$233.03 |
| In Buy Zone? |
No
|
No
|