Marvell Technology reported good July-quarter results and raised its guidance for the next two years. Sales rose 37% year on year to $2.74 billion, and fiscal 2028 guidance went up nearly 10% to $18 billion. Management previewed further strong growth past fiscal 2028.
Marvell’s strong position in optical chips and its burgeoning custom chip business offer a strong foothold into generative AI infrastructure, which should fuel high growth.
Marvell is significantly smaller than competitors like Broadcom and Nvidia, which risks the firm being unable to invest adequately to keep up with these massive peers.
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Metric
|
MRVL
|
AVGO
|
NVDA
|
|---|---|---|---|
Price/Earnings (Normalized) | 67.76 | 36.67 | 32.86 |
Price/Book Value | 10.83 | 17.08 | 24.29 |
Price/Sales | 20.98 | 19.62 | 18.55 |
Price/Cash Flow | 58.65 | 33.65 | 32.10 |
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Metric
|
MRVL
|
AVGO
|
NVDA
|
|---|---|---|---|
Quick Ratio | 2.46 | 1.93 | 2.92 |
Current Ratio | 3.17 | 2.24 | 4.59 |
Interest Coverage | 3.55 | 10.58 | 492.39 |
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Metric
|
MRVL
|
AVGO
|
NVDA
|
|---|---|---|---|
Return on Assets (Normalized) | 12.29% | — | 78.47% |
Return on Equity (Normalized) | 18.62% | — | 106.66% |
Return on Invested Capital (Normalized) | 7.89% | — | 95.82% |
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1-Day Chart
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