Broadcom Inc (AVGO)vsMarvell Technology Group Ltd (MRVL)
AVGO
Broadcom Inc
$380.91
-2.78%
TECHNOLOGY · Cap: $1.89T
MRVL
Marvell Technology Group Ltd
$163.40
-6.34%
TECHNOLOGY · Cap: $189.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 766% more annual revenue ($75.46B vs $8.72B). AVGO leads profitability with a 38.9% profit margin vs 29.0%. AVGO appears more attractively valued with a PEG of 0.43. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
MRVL
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Revenue surging 47.9% year-over-year
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Revenue surging 27.6% year-over-year
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.7x book value
Premium valuation, high expectations priced in
Earnings declined 80.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVGO
The strongest argument for AVGO centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% 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 : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 66.3x leaves little room for execution misses.
Bear Case : MRVL
The primary concerns for MRVL are P/E Ratio, EPS Growth. A P/E of 71.5x leaves little room for execution misses.
Key Dynamics to Monitor
MRVL carries more volatility with a beta of 2.20 — expect wider price swings.
AVGO is growing revenue faster at 47.9% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (80/100 vs 56/100), backed by strong 38.9% margins and 47.9% revenue growth. Both earn "Exceptional 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.
Broadcom Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
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 SEMICONDUCTORS Stocks
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