AI Spotlight on MRVL
Company Description
Marvell Technology, Inc., together with its subsidiaries, designs, develops, and sells analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits.It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; ASIC; and printer System-on-a-Chip products and application processors.The company also provides a range of storage products comprising storage controllers for hard disk drives (HDD) and solid-state drives that support various host system interfaces consisting of serial attached SCSI (SAS), serial advanced technology attachment (SATA), peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics; and fiber channel products, including host bus adapters, and controllers for server and storage system connectivity.
It has operations in the United States, China, Malaysia, the Philippines, Thailand, Singapore, India, Israel, Japan, South Korea, Taiwan, and Vietnam.Marvell Technology, Inc.was incorporated in 1995 and is headquartered in Wilmington, Delaware.
Market Data
Last Price | 111.88 |
Change Percentage | 1.40% |
Open | 111.9 |
Previous Close | 110.33 |
Market Cap ( Millions) | 96810 |
Volume | 937102 |
Year High | 127.48 |
Year Low | 53.19 |
M A 50 | 108.71 |
M A 200 | 81.12 |
Financial Ratios
FCF Yield | 1.47% |
Dividend Yield | 0.22% |
ROE | -10.39% |
Debt / Equity | 30.62% |
Net Debt / EBIDTA | 4941.50% |
Price To Book | 7.2 |
Price Earnings Ratio | -65.15 |
Price To FCF | 68.2 |
Price To sales | 17.9 |
EV / EBITDA | 1523.34 |
News
- Jan -30 - Why Artificial Intelligence Stocks Broadcom, Alphabet (Google), and Marvell Technologies Are Rising Today
- Jan -30 - Live Blog: Will DeepSeek Impacted Stocks like NVIDIA (NVDA), Broadcom (AVGO) & Marvell (MRVL) Rebound Today?
- Jan -29 - Why Nvidia, Broadcom, Marvell Are This Analyst's Top AI Bets In 'Sputnik Moment'
- Jan -28 - 3 Momentum Anomaly Stocks to Buy as Markets Falter on AI Concerns
- Jan -28 - 3 Semiconductor Stocks to Buy on the DeepSeek Turbulence
- Jan -28 - DeepSeek AI Fears Overrated? ETFs in Focus
- Jan -28 - Marvell to Showcase Accelerated Infrastructure Silicon at DesignCon 2025
- Jan -28 - Broadcom, Marvell Could Thrive From DeepSeek's AI Breakthrough, Analyst Predicts
- Jan -27 - Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today
- Jan -24 - 2025's Undervalued A.I. Names & Trump 2.0 Portfolio Positioning
- Jan -24 - Prediction: 2 Stocks That'll Be Worth More Than Palo Alto Networks 2 Years From Now
- Jan -22 - The Zacks Analyst Blog Walmart, Marvell and Amphenol
- Jan -21 - Marvell Technology (MRVL) Stock Dips While Market Gains: Key Facts
- Jan -20 - Marvell Technology: A High-Growth AI Powerhouse Heading Into 2025
- Jan -17 - Technology Sector Is Set to Stay as Safe Haven in 2025: 5 Top Picks
- Jan -16 - 5 U.S. Giants to Buy With Robust EPS Estimate Revision in Last 30 Days
- Jan -16 - Marvell Technology, Inc. To Host Investor Day
- Jan -15 - Nordea, Parisi Gray, Graypoint Load Up On Marvell Technology Shares, IAIM Dilutes 98% In Q4: Here's What MRVL's Technical Analysis Says
- Jan -14 - These 2 AI chip stocks could outperform Nvidia in 2025: should you invest now?
- Jan -14 - The 3 Best Chip Stocks to Buy for 2025, According to an Analyst
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Data Center
Expected Growth : 16 %
What the company do ?
Marvell's Data Center segment provides semiconductor solutions for data storage, networking, and security, enabling cloud, enterprise, and edge infrastructure.
Why we expect these perspectives ?
Marvell's Data Center segment growth is driven by increasing adoption of cloud computing, artificial intelligence, and 5G networks, leading to higher demand for high-performance computing and storage solutions. Additionally, the company's strategic acquisitions and investments in emerging technologies, such as NVMe SSDs and Ethernet switches, are contributing to its growth.
Segment nΒ°2 -> Enterprise Networking
Expected Growth : 12 %
What the company do ?
Marvell Technology's Enterprise Networking solutions provide high-performance, secure, and scalable connectivity for data centers, campus, and branch networks, enabling efficient data transfer and communication.
Why we expect these perspectives ?
Marvell Technology's Enterprise Networking segment growth is driven by increasing demand for cloud-based infrastructure, adoption of 5G and Wi-Fi 6 technologies, and rising need for secure and efficient network infrastructure. Additionally, the company's strategic acquisitions and investments in emerging technologies such as artificial intelligence and machine learning are contributing to its growth.
Segment nΒ°3 -> Carrier Infrastructure
Expected Growth : 10 %
What the company do ?
Marvell's Carrier Infrastructure provides high-speed networking solutions for 5G, edge, and cloud data centers, enabling fast, secure, and efficient data transfer.
Why we expect these perspectives ?
Marvell's Carrier Infrastructure growth is driven by increasing 5G network deployments, rising demand for high-speed data processing, and growing adoption of edge computing. Additionally, the company's strategic acquisitions and investments in emerging technologies, such as artificial intelligence and machine learning, are expected to fuel growth in this segment.
Segment nΒ°4 -> Consumer
Expected Growth : 8 %
What the company do ?
The Consumer segment from Marvell Technology, Inc. provides semiconductor solutions for storage, networking, and connectivity applications in the consumer electronics market.
Why we expect these perspectives ?
Marvell's Consumer segment growth is driven by increasing demand for 5G-enabled smartphones, growing adoption of cloud-based gaming, and rising sales of smart home devices. Additionally, the company's leadership in Wi-Fi and Bluetooth technologies, as well as its strategic partnerships with leading OEMs, contribute to its 8% growth.
Segment nΒ°5 -> Automotive/Industrial
Expected Growth : 14 %
What the company do ?
Marvell's Automotive/Industrial segment provides semiconductor solutions for automotive, industrial, and IoT applications, enabling advanced safety, connectivity, and processing capabilities.
Why we expect these perspectives ?
Marvell Technology's 14% growth in Automotive/Industrial segment is driven by increasing demand for electrification and autonomous driving in the automotive industry, as well as growing adoption of Industry 4.0 technologies. Additionally, the company's diversified product portfolio, including Ethernet switches and PHYs, is well-positioned to capitalize on the growing need for connectivity and data processing in industrial automation.
Marvell Technology, Inc. Products
Product Range | What is it ? |
---|---|
Ethernet Controllers | Marvell's Ethernet controllers provide high-speed connectivity solutions for data center, enterprise, and carrier networks. |
Storage Controllers | Marvell's storage controllers offer high-performance and low-power solutions for hard disk drives (HDD) and solid-state drives (SSD). |
Wireless Connectivity Solutions | Marvell's wireless connectivity solutions provide Wi-Fi, Bluetooth, and Wi-Fi/Bluetooth combo solutions for IoT, automotive, and consumer electronics. |
Armada Processors | Marvell's Armada processors are high-performance, low-power system-on-chip (SoC) solutions for networking, storage, and compute applications. |
Prestera Switching Solutions | Marvell's Prestera switching solutions provide high-performance, low-latency switching solutions for data center, enterprise, and carrier networks. |
Alaska Ethernet PHYs | Marvell's Alaska Ethernet PHYs provide high-speed, low-power Ethernet physical layer (PHY) solutions for data center, enterprise, and carrier networks. |
Marvell Technology, Inc.'s Porter Forces
Threat Of Substitutes
Marvell Technology, Inc. faces moderate threat from substitutes due to the availability of alternative products and services in the semiconductor industry.
Bargaining Power Of Customers
Marvell Technology, Inc. has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
Marvell Technology, Inc. relies on a few key suppliers for raw materials and components, giving them some bargaining power, but the company's large scale of operations helps to mitigate this risk.
Threat Of New Entrants
The semiconductor industry has high barriers to entry, including significant capital requirements and technological expertise, making it difficult for new entrants to compete with established players like Marvell Technology, Inc.
Intensity Of Rivalry
The semiconductor industry is highly competitive, with many established players competing for market share, leading to a high intensity of rivalry for Marvell Technology, Inc.
Capital Structure
Value | |
---|---|
Debt Weight | 22.52% |
Debt Cost | 3.95% |
Equity Weight | 77.48% |
Equity Cost | 11.28% |
WACC | 9.63% |
Leverage | 29.07% |
Marvell Technology, Inc. : Quality Control
Marvell Technology, Inc. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
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ON | ON Semiconductor Corporation provides intelligent sensing and power solutions worldwide. Its intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers β¦ |
ADI | Analog Devices, Inc. designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems that leverage analog, mixed-signal, and digital signal processing technologies. The company provides data converter products, which β¦ |
AMD | Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as β¦ |
INTC | Intel Corporation engages in the design, manufacture, and sale of computer products and technologies worldwide. The company operates through CCG, DCG, IOTG, Mobileye, NSG, PSG, and All Other segments. It β¦ |
GFS | GLOBALFOUNDRIES Inc. operates as a semiconductor foundry worldwide. It manufactures integrated circuits, which enable various electronic devices that are pervasive. The company manufactures a range of semiconductor devices, including microprocessors, β¦ |