Bristol-Myers Squibb Company (BMY)vsMarvell Technology Group Ltd (MRVL)
BMY
Bristol-Myers Squibb Company
$57.59
-1.15%
HEALTHCARE · Cap: $119.87B
MRVL
Marvell Technology Group Ltd
$156.57
+2.18%
TECHNOLOGY · Cap: $143.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Bristol-Myers Squibb Company generates 488% more annual revenue ($48.19B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 14.6%. MRVL appears more attractively valued with a PEG of 1.93. MRVL earns a higher WallStSmart Score of 66/100 (B-).
BMY
Buy62
out of 100
Grade: C+
MRVL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.8%
Fair Value
$87.81
Current Price
$57.59
$30.22 discount
Intrinsic value data unavailable for MRVL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Earnings expanding 1392.0% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 28.2%
Generating 1.6B in free cash flow
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
1.3% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 9.3x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BMY
The strongest argument for BMY centers on Return on Equity, EPS Growth, Market Cap.
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 : BMY
The primary concerns for BMY are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.5x leaves little room for execution misses.
Key Dynamics to Monitor
BMY 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.
BMY generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
MRVL scores higher overall (66/100 vs 62/100), backed by strong 32.6% margins and 22.1% revenue growth. BMY offers better value entry with a 31.8% margin of safety. 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.
Bristol-Myers Squibb Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.
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 DRUG MANUFACTURERS - GENERAL Stocks
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