Analog Devices Inc (ADI)vsMarvell Technology Group Ltd (MRVL)
ADI
Analog Devices Inc
$401.39
+1.37%
TECHNOLOGY · Cap: $206.14B
MRVL
Marvell Technology Group Ltd
$316.43
-0.36%
TECHNOLOGY · Cap: $264.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Analog Devices Inc generates 46% more annual revenue ($12.74B vs $8.72B). MRVL leads profitability with a 29.0% profit margin vs 26.0%. ADI appears more attractively valued with a PEG of 0.88. ADI earns a higher WallStSmart Score of 73/100 (B).
ADI
Strong Buy73
out of 100
Grade: B
MRVL
Buy55
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 38.1%
Revenue surging 37.2% year-over-year
Earnings expanding 110.5% YoY
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Keeps 29 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Revenue surging 27.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 18.7x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.0% and operating margin at 38.1%. Revenue growth of 37.2% demonstrates continued momentum.
Bull Case : MRVL
The strongest argument for MRVL centers on Market Cap, Profit Margin, Debt/Equity. Profitability is solid with margins at 29.0% and operating margin at 14.5%. Revenue growth of 27.6% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are P/E Ratio. A P/E of 62.9x leaves little room for execution misses.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 104.0x leaves little room for execution misses.
Key Dynamics to Monitor
MRVL carries more volatility with a beta of 2.25 — expect wider price swings.
ADI is growing revenue faster at 37.2% — sustainability is the question.
ADI generates stronger free cash flow (734M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADI scores higher overall (73/100 vs 55/100), backed by strong 26.0% margins and 37.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
Marvell Technology Group Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
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