Marvell Technology Group Ltd (MRVL)vsThermo Fisher Scientific Inc (TMO)
MRVL
Marvell Technology Group Ltd
$316.43
-0.36%
TECHNOLOGY · Cap: $264.11B
TMO
Thermo Fisher Scientific Inc
$472.80
-1.33%
HEALTHCARE · Cap: $179.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 418% more annual revenue ($45.20B vs $8.72B). MRVL leads profitability with a 29.0% profit margin vs 15.1%. TMO appears more attractively valued with a PEG of 1.62. TMO earns a higher WallStSmart Score of 62/100 (C+).
MRVL
Buy55
out of 100
Grade: C
TMO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MRVL.
Margin of Safety
-41.7%
Fair Value
$331.35
Current Price
$472.80
$141.45 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 18.7x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TMO
The strongest argument for TMO centers on Market Cap. Profitability is solid with margins at 15.1% and operating margin at 17.9%.
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.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MRVL profiles as a growth stock while TMO is a mature 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.
TMO generates stronger free cash flow (816M), providing more financial flexibility.
Bottom Line
TMO scores higher overall (62/100 vs 55/100), backed by strong 15.1% margins. 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.
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 →Thermo Fisher Scientific Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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