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MRVL$219.66+7.11%
Fair $219.66+0.0%

MRVL

Marvell Technology, Inc.

Technology / SemiconductorsNasdaqGS

$219.66

+14.57 (+7.11%)

Fairly Valued+0.0%Fair Value $219.66Fund rank 32/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 68.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 7Warnings: 0unknown: 7
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MRVLLocal privado en este navegador · Marvell Technology, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$192.2B

P/E

75.5x

↑

EV/EBITDA

42.6x

↑

ROE

18.7%

↑

Gross Margin

51.0%

↑

Debt/Equity

0.33

↑
52-Week Range$220
$59$225

TradingView lightweight chart

MRVL price, volumen y niveles de valoración

Último $219.57Periodo +1440.8%
Fair value: $219.66

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2026 · 6 años de histórico normalizado

Revenue CAGR

+20.3%

FCF CAGR

+30.8%

FCF margin

17.0%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.19B · net income $2.67B · FCF $1.39B

2020-FY → 2026-FY

Gross margin

51.0%+0.7% pts

Operating margin

16.3%+25.3% pts

Net margin

32.6%-26.1% pts

FCF margin

17.0%+6.7% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$8.19B$8.19B$5.77B$5.51B$5.92B$4.46B$2.97B$2.70B
Net Income$2.67B$2.67B$-885.0M$-933.4M$-163.5M$-421.0M$-277.3M$1.58B
EBITDA$4.54B$4.54B$651.6M$850.7M$1.65B$-81.8M$-60.5M$-86.7M
EPS3.073.07-1.02-1.08-0.19-0.53-0.412.34
Gross Margin51.0%51.0%41.3%41.6%50.5%46.3%50.1%50.3%
Operating Margin16.3%16.3%-6.4%-7.9%6.1%-7.8%-8.7%-9.0%
Net Margin32.6%32.6%-15.3%-16.9%-2.8%-9.4%-9.3%58.7%
Balance Sheet
Debt/Equity0.330.330.320.300.300.290.12—
Current Ratio3.283.28——————
Cash Flow
Free Cash Flow$1.39B$1.39B$1.39B$1.02B$1.07B$650.1M$710.5M$278.4M
Returns
ROE18.7%18.7%-6.6%-6.3%-1.0%-2.7%-3.3%18.3%
Valuation
P/E75.4875.48——————
EV/EBITDA42.5542.55152.1472.4326.39———
P/B13.3513.357.133.922.54———
Growth & Yield
Revenue Growth42.1%42.1%4.7%-7.0%—50.3%10.0%—
EPS Growth401.0%401.0%5.6%-468.4%—-29.3%-117.5%—
Dividend Yield0.1%0.1%——————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

85.2%

muy exigente

EPS terminal req.

$19.49

Spread vs growth

315.8%

5Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$23.58

Spread vs growth

350.6%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$37.98

Spread vs growth

372.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +264.9%

Total return

+264.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.02 → 3.07

Residual

+264.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+264.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.