Cardinal Health Inc (CAH)vsMarvell Technology Group Ltd (MRVL)
CAH
Cardinal Health Inc
$192.88
-4.90%
HEALTHCARE · Cap: $47.73B
MRVL
Marvell Technology Group Ltd
$165.15
+5.48%
TECHNOLOGY · Cap: $144.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 2886% more annual revenue ($244.67B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 0.7%. CAH appears more attractively valued with a PEG of 1.32. MRVL earns a higher WallStSmart Score of 66/100 (B-).
CAH
Buy53
out of 100
Grade: C-
MRVL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.1%
Fair Value
$834.93
Current Price
$192.88
$642.05 discount
Intrinsic value data unavailable for MRVL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
18.8% revenue growth
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
Moderate valuation
ROE of 0.0% — below average capital efficiency
0.7% margin — thin
Operating margin of 1.2%
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 : CAH
The strongest argument for CAH centers on Altman Z-Score, Revenue Growth. Revenue growth of 18.8% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
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 : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity, Profit Margin. Thin 0.7% margins leave little buffer for downturns.
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
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.
CAH generates stronger free cash flow (555M), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MRVL scores higher overall (66/100 vs 53/100), backed by strong 32.6% margins and 22.1% revenue growth. CAH offers better value entry with a 73.1% 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.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
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 DISTRIBUTION Stocks
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