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 2026-04-22.
Marvell Technology, Inc. · Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(+23.0%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
VRT |
| Current Price |
$133.37 |
$305.14 |
| Fair Value Estimate |
$164.02 |
$167.83 |
| Upside to Fair Value |
+23.0%
|
-45.0%
|
| Market Cap |
$116.6B |
$116.8B |
| Forward P/E |
42.4x
|
75.0x
|
| EV / EBITDA |
—
|
50.1x
|
| Price / Sales |
14.2x
|
10.8x
|
| Price / FCF |
83.7x
|
50.5x
|
| Revenue Growth YoY |
+7.0%
|
+30.1%
|
| Gross Margin |
50.1%
|
36.2%
|
| Operating Margin |
16.3%
|
18.5%
|
| Return on Equity |
19.4%
|
42.1%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
1.98%
|
| 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 …
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
MRVL |
VRT |
| Zone Low |
$123.02 |
$125.87 |
| Zone High |
$139.42 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|