Marvell Technology Group Ltd (MRVL)vsOracle Corporation (ORCL)
MRVL
Marvell Technology Group Ltd
$156.57
+2.18%
TECHNOLOGY · Cap: $143.68B
ORCL
Oracle Corporation
$163.83
-1.49%
TECHNOLOGY · Cap: $498.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 682% more annual revenue ($64.08B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 25.3%. ORCL appears more attractively valued with a PEG of 1.10. ORCL earns a higher WallStSmart Score of 74/100 (B).
MRVL
Strong Buy66
out of 100
Grade: B-
ORCL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MRVL.
Margin of Safety
-44.5%
Fair Value
$113.34
Current Price
$163.83
$50.49 premium
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
Mega-cap, among the largest globally
Every $100 of equity generates 58 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Revenue surging 21.7% year-over-year
Earnings expanding 24.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 9.3x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 14.0x book value
Weak financial health signals
Negative free cash flow — burning cash
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
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 : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.15 is elevated, increasing financial risk.
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.
MRVL generates stronger free cash flow (259M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (74/100 vs 66/100), backed by strong 25.3% margins and 21.7% revenue growth. Both earn "Strong 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 →Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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