APPLIED MATERIALS INC /DE vs Marvell Technology, Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMAT and MRVL diverge most: on revenue growth, AMAT reads +3.4% and MRVL reads +36.0%; on return on equity, AMAT reads 33.1% and MRVL reads 3.3%. The rest of the comparable metrics sit closer together. What AMAT's price implies is a demanding bet versus history and the cohort (whole-company basis). What MRVL's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMAT | MRVL |
|---|---|---|
| Price | $602.31 | $236.84 |
| Market cap | $481.2B | $211.6B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 56.7 | 81.4 |
| P/B | 20.13 | 11.61 |
| P/S | 16.58 | 24.27 |
| EV/EBITDA | 56.2 | 152.8 |
| Revenue growth | +3.4% | +36.0% |
| Gross margin | 49.9% | 52.1% |
| Operating margin | 31.9% | 14.0% |
| Net margin | 27.3% | 6.9% |
| Return on equity | 33.1% | 3.3% |
| Return on assets | 19.6% | 2.2% |
| Return on invested capital | 23.8% | 4.7% |
| FCF yield | 1.1% | 0.8% |
| Dividend yield | 0.3% | 0.1% |
| Debt / equity | 0.27 | 0.27 |
| Current ratio | 2.51 | 3.28 |
| Altman Z (solvency) | 9.39 | 6.67 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.