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 2026-04-18.
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
MRVL has more upside to fair value
(+25.2%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MRVL |
VRT |
| Current Price |
$133.37 |
$307.34 |
| Fair Value Estimate |
$167.00 |
$272.65 |
| Upside to Fair Value |
+25.2%
|
-11.3%
|
| Market Cap |
$116.6B |
$117.6B |
| Forward P/E |
42.4x
|
88.2x
|
| EV / EBITDA |
—
|
55.3x
|
| Price / Sales |
14.2x
|
11.5x
|
| Price / FCF |
83.7x
|
61.2x
|
| Revenue Growth YoY |
+7.0%
|
+7.6%
|
| Gross Margin |
50.1%
|
34.8%
|
| Operating Margin |
16.3%
|
18.2%
|
| Return on Equity |
19.4%
|
40.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.2%
|
1.63%
|
| 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 as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
MRVL |
VRT |
| Zone Low |
$125.00 |
$204.49 |
| Zone High |
$142.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|