Alcon AG (ALC)vsMarvell Technology Group Ltd (MRVL)
ALC
Alcon AG
$72.81
-3.44%
HEALTHCARE · Cap: $36.39B
MRVL
Marvell Technology Group Ltd
$165.15
+5.48%
TECHNOLOGY · Cap: $144.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 27% more annual revenue ($10.40B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 9.4%. ALC appears more attractively valued with a PEG of 1.64. MRVL earns a higher WallStSmart Score of 66/100 (B-).
ALC
Hold49
out of 100
Grade: D+
MRVL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.4%
Fair Value
$90.63
Current Price
$72.81
$17.82 discount
Intrinsic value data unavailable for MRVL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Keeps 33 of every $100 in revenue as profit
Earnings expanding 106.3% YoY
Large-cap with strong market position
Revenue surging 22.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 4.5% — below average capital efficiency
Earnings declined 22.2%
Expensive relative to growth rate
Trading at 9.8x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Debt/Equity, Price/Book.
Bull Case : MRVL
The strongest argument for MRVL centers on Profit Margin, EPS Growth, Market Cap. Profitability is solid with margins at 32.6% and operating margin at 18.7%. Revenue growth of 22.1% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.8x leaves little room for execution misses.
Key Dynamics to Monitor
ALC profiles as a value stock while MRVL is a growth play — different risk/reward profiles.
MRVL carries more volatility with a beta of 1.82 — expect wider price swings.
MRVL is growing revenue faster at 22.1% — sustainability is the question.
ALC generates stronger free cash flow (489M), providing more financial flexibility.
Bottom Line
MRVL scores higher overall (66/100 vs 49/100), backed by strong 32.6% margins and 22.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alcon AG
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Alcon, Inc., an eye care company, researches, develops, manufactures, distributes and sells eye care products for eye care professionals and their patients around the world. The company is headquartered in Geneva, Switzerland.
Visit Website →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.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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