Marvell Technology Group Ltd (MRVL)vsMicron Technology Inc (MU)
MRVL
Marvell Technology Group Ltd
$251.65
+3.32%
TECHNOLOGY · Cap: $204.75B
MU
Micron Technology Inc
$983.23
+5.86%
TECHNOLOGY · Cap: $994.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1309% more annual revenue ($133.19B vs $9.45B). MU leads profitability with a 63.8% profit margin vs 27.9%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
MRVL
Strong Buy71
out of 100
Grade: B
MU
Exceptional Buy83
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 36.5% year-over-year
Earnings expanding 50.0% YoY
Keeps 28 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 61 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 80.7%
Areas to Watch
Trading at 11.9x book value
Premium valuation, high expectations priced in
Trading at 8.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MRVL
The strongest argument for MRVL centers on Market Cap, Revenue Growth, EPS Growth. Profitability is solid with margins at 27.9% and operating margin at 16.7%. Revenue growth of 36.5% demonstrates continued momentum.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, P/E Ratio. Profitability is solid with margins at 63.8% and operating margin at 80.7%. Revenue growth of 379.3% demonstrates continued momentum.
Bear Case : MRVL
The primary concerns for MRVL are Price/Book, P/E Ratio. A P/E of 72.3x leaves little room for execution misses.
Bear Case : MU
The primary concerns for MU are Price/Book.
Key Dynamics to Monitor
MRVL carries more volatility with a beta of 2.26 — expect wider price swings.
MU is growing revenue faster at 379.3% — sustainability is the question.
MU generates stronger free cash flow (32.9B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 71/100), backed by strong 63.8% margins and 379.3% revenue growth. Both earn "Exceptional Buy" and "Strong 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.
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 →Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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