MRVL vs WDC: Which Is the Better Buy?
Side-by-side comparison of Marvell Technology, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MRVL has more upside to fair value
(-11.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MRVL |
WDC |
| Current Price |
$258.95 |
$441.36 |
| Fair Value Estimate |
$229.46 |
$367.30 |
| Upside to Fair Value |
-11.4%
|
-16.8%
|
| Market Cap |
$226.8B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
48.0x
|
17.4x
|
| Price / Sales |
24.0x
|
11.8x
|
| Price / FCF |
134.3x
|
47.3x
|
| Revenue Growth YoY |
+36.5%
|
+43.8%
|
| Gross Margin |
51.4%
|
48.9%
|
| Operating Margin |
16.7%
|
34.9%
|
| Return on Equity |
16.2%
|
118.6%
|
| Dividend Yield |
0.09% |
0.12% |
| FCF Yield |
0.74%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
MRVL |
WDC |
| Zone Low |
$172.09 |
$275.48 |
| Zone High |
$195.04 |
$312.20 |
| In Buy Zone? |
No
|
No
|