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Our Company Marvell Technology, Inc., together with its consolidated subsidiaries ( Marvell, MTI, the Company, we, or us ) is a leading supplier of data infrastructure semiconductor solutions, spanning the data center core to network edge. We are a fabless supplier of high-performance semiconductor products with core strengths in developing and scaling complex System-on-a-Chip architectures, in…
$290.79
+$71.36 (+32.52%)
Last close via Marketstack
16.14% operating margin is respectable but not wide. ROIC at 5.13%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue up 42.1% YoY with margins expanding 28.6pp.
At 100x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
99.9x earnings, 156.0x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$8.72B
▲ +42.1% YoY
Net Income (TTM)
$2.53B
▲ +401.7% YoY
Op. Margin
15.97%
▲ +28.6pp YoY
ROIC
5.05%
▲ +8.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.67B
Op. Cash Flow (TTM)
$2.06B
▲ +4.1% YoY
Net Debt
$1.43B
Cash & Equiv.
$3.84B
5Y CAGR: +22.5%
5Y CAGR: +14.5%
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