Marvell Technology vs NVIDIA: Which Stock Could Rally?

MRVL: Marvell Technology logo
MRVL
Marvell Technology

Marvell Technology surged 5.2% during the past day. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs. Marvell Technology (MRVL) stock, suggesting you may be better off investing in NVDA

  • NVDA’s quarterly revenue growth was 62.5%, vs. MRVL’s 36.8%.
  • In addition, its Last 12 Months revenue growth came in at 65.2%, ahead of MRVL’s 45.0%.
  • NVDA leads on profitability over both periods – LTM margin of 58.8% and 3-year average of 55.8%.

These differences become even clearer when you look at the financials side by side. The table highlights how MRVL’s fundamentals stack up against those of NVDA on growth, margins, momentum, and valuation multiples.

Valuation & Performance Overview

MRVL NVDA Preferred
Valuation
P/EBIT Ratio 66.7 41.7 NVDA
Revenue Growth
Last Quarter 36.8% 62.5% NVDA
Last 12 Months 45.0% 65.2% NVDA
Last 3 Year Average 12.3% 91.6% NVDA
Operating Margins
Last 12 Months 14.7% 58.8% NVDA
Last 3 Year Average -1.2% 55.8% NVDA
Momentum
Last 3 Year Return 144.2% 1193.5% MRVL

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: MRVL Revenue Comparison | NVDA Revenue Comparison
See more margin details: MRVL Operating Income Comparison | NVDA Operating Income Comparison

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See detailed fundamentals on Buy or Sell NVDA Stock and Buy or Sell MRVL Stock. Below we compare market return and related metrics across years.

Historical Market Performance

2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
MRVL Return 85% -57% 64% 84% -23% 0% 82%
NVDA Return 125% -50% 239% 171% 39% 0% 1333% <===
S&P 500 Return 27% -19% 24% 23% 16% 0% 83%
Monthly Win Rates [3]
MRVL Win Rate 75% 33% 58% 67% 50% 0% 47%
NVDA Win Rate 58% 42% 75% 75% 67% 0% 53%
S&P 500 Win Rate 75% 42% 67% 75% 67% 65% <===
Max Drawdowns [4]
MRVL Max Drawdown -16% -59% -6% -7% -55% 0% -24%
NVDA Max Drawdown -11% -62% -2% -4% -30% 0% -18%
S&P 500 Max Drawdown -1% -25% -1% -2% -15% 0% -7% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 1/2/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read NVDA Dip Buyer Analyses and MRVL Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about MRVL or NVDA? Consider portfolio approach.

Stock Picking Falls Short Against Multi Asset Portfolios

Single markets are unpredictable but different assets react differently. A multi asset portfolio cuts downside shocks while keeping upside on the table.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices