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Marvell Technology vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

Marvell Technology leads structurally, with valuation as the clearest single gap between the two profiles. MACOM Technology Solutions still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

The comparison is mainly decided in valuation, with the rest of the profile carrying less weight. The overall score gap is 9 points in favour of Marvell Technology, Inc..

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. MRVL and MTSI share the same industry classification.

For a similarity-based comparison, see how Marvell Technology and MTSI each position within their functional peer groups in AssetNext.

Peer-Relative Score
MRVL
Marvell Technology, Inc.
36
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
27
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing shapes this comparison more than a broad operating gap.

Dimension spread: MRVL vs MTSI Profitability 28 23 Stability 36 48 Valuation 46 13 Growth 33 32 MRVL MTSI
Gap Ranking
#1 Valuation +33
#2 Stability +12
#3 Profitability +5
#4 Growth +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MRVL and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MRVLMTSI Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where MRVL and MTSI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY MRVL Elevated · above norm 0th 50th 100th 0 pct gap MTSI Elevated · above norm 0th 50th 100th 99th 99th
MRVL (99th percentile) and MTSI (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
Valuation also leans toward Marvell Technology, Inc., reinforcing the broader structural lead.
Stability
Stability also leans toward MACOM Technology Solutions Holdings, Inc., reinforcing the broader structural lead.
Valuation — Dominant Gap
MRVL
46
MTSI
13
Gap+33in favour of MRVL

The multiple-based pricing edge comes from a forward P/E that is 22.3 turns lower.

What keeps the gap from being one-sided

Stability is the one area where MACOM Technology Solutions Holdings, Inc. still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

The valuation lead is clear, but pricing and stability still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

Break down the MRVL vs MTSI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar valuation-driven comparisons

Explore how MRVL and MTSI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.