Marvell Technology Group Ltd (MRVL)vsTrade Desk Inc (TTD)
MRVL
Marvell Technology Group Ltd
$316.43
-0.36%
TECHNOLOGY · Cap: $264.11B
TTD
Trade Desk Inc
$19.95
-5.14%
COMMUNICATION SERVICES · Cap: $9.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Marvell Technology Group Ltd generates 194% more annual revenue ($8.72B vs $2.97B). MRVL leads profitability with a 29.0% profit margin vs 14.6%. TTD appears more attractively valued with a PEG of 0.92. TTD earns a higher WallStSmart Score of 56/100 (C).
MRVL
Buy55
out of 100
Grade: C
TTD
Buy56
out of 100
Grade: C
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 18.7x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Earnings declined 20.0%
Distress zone — elevated risk
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 : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.92 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 104.0x leaves little room for execution misses.
Bear Case : TTD
The primary concerns for TTD are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
MRVL profiles as a growth stock while TTD is a value 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.
MRVL generates stronger free cash flow (483M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (56/100 vs 55/100) and 11.8% revenue growth. 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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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