McKesson Corporation (MCK)vsMarvell Technology Group Ltd (MRVL)
MCK
McKesson Corporation
$775.66
+2.47%
HEALTHCARE · Cap: $88.56B
MRVL
Marvell Technology Group Ltd
$316.43
-0.36%
TECHNOLOGY · Cap: $264.11B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 4528% more annual revenue ($403.43B vs $8.72B). MRVL leads profitability with a 29.0% profit margin vs 1.2%. MCK appears more attractively valued with a PEG of 1.44. MRVL earns a higher WallStSmart Score of 55/100 (C).
MCK
Buy55
out of 100
Grade: C
MRVL
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.6%
Fair Value
$561.89
Current Price
$775.66
$213.77 premium
Intrinsic value data unavailable for MRVL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 37.2% YoY
Generating 3.3B in free cash flow
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
ROE of 0.0% — below average capital efficiency
1.2% margin — thin
Operating margin of 2.2%
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 : MCK
The strongest argument for MCK centers on Debt/Equity, Altman Z-Score, Market Cap. PEG of 1.44 suggests the stock is reasonably priced for its growth.
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 : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% 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 104.0x leaves little room for execution misses.
Key Dynamics to Monitor
MCK profiles as a value stock while MRVL is a growth play — different risk/reward profiles.
MRVL carries more volatility with a beta of 2.25 — expect wider price swings.
MRVL is growing revenue faster at 27.6% — sustainability is the question.
MCK generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
MCK scores higher overall (55/100 vs 55/100). Both earn "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.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
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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