Marvell is a hold as it expands into the data center market, with revenue growth accelerating and potential for margin improvement during a cyclical upswing, though valuations are stretched.
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Should You Buy Marvell Stock Instead of ARM Stock? | MRVL Stock vs. ARM Stock
May 21, 2026
The creator compares Marvell (MRVL) and Arm Holdings (ARM) for investors, focusing on their expansion into the data center market. While both show strong revenue growth, Arm Holdings is noted for its shift to proprietary chips, potentially leading to better revenue despite lower margins. Marvell benefits from a cyclical upswing and diversification from Nvidia. Valuations for both are considered stretched, with Arm Holdings having a significantly higher P/E ratio. The creator previously upgraded Arm Holdings to a buy but has since downgraded it to a hold due to its rapid stock price increase.
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Arm Holdings is a hold due to its stock price soaring rapidly after a previous upgrade to buy, making current valuations stretched.
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