Marvell Technology Group Ltd (MRVL)vsServiceNow Inc (NOW)
MRVL
Marvell Technology Group Ltd
$156.57
+2.18%
TECHNOLOGY · Cap: $143.68B
NOW
ServiceNow Inc
$88.89
-0.65%
TECHNOLOGY · Cap: $92.99B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 70% more annual revenue ($13.96B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 0.88. MRVL earns a higher WallStSmart Score of 66/100 (B-).
MRVL
Strong Buy66
out of 100
Grade: B-
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MRVL.
Margin of Safety
+86.0%
Fair Value
$636.49
Current Price
$88.89
$547.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 9.3x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.
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.
Bear Case : NOW
The primary concerns for NOW are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 53.7x leaves little room for execution misses.
Key Dynamics to Monitor
MRVL carries more volatility with a beta of 1.82 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MRVL scores higher overall (66/100 vs 59/100), backed by strong 32.6% margins and 22.1% revenue growth. NOW offers better value entry with a 86.0% 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.
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 →ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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