Marvell Technology Group Ltd (MRVL)vsNetflix Inc (NFLX)
MRVL
Marvell Technology Group Ltd
$165.15
+5.48%
TECHNOLOGY · Cap: $144.42B
NFLX
Netflix Inc
$93.61
+1.62%
COMMUNICATION SERVICES · Cap: $394.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Netflix Inc generates 472% more annual revenue ($46.89B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 28.5%. NFLX appears more attractively valued with a PEG of 1.34. NFLX earns a higher WallStSmart Score of 74/100 (B).
MRVL
Strong Buy66
out of 100
Grade: B-
NFLX
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MRVL.
Margin of Safety
-66.2%
Fair Value
$56.31
Current Price
$93.61
$37.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Earnings expanding 106.3% YoY
Large-cap with strong market position
Revenue surging 22.1% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 49 in profit
Strong operational efficiency at 32.3%
Earnings expanding 86.4% YoY
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 14.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MRVL
The strongest argument for MRVL centers on Profit Margin, EPS Growth, Market Cap. Profitability is solid with margins at 32.6% and operating margin at 18.7%. Revenue growth of 22.1% demonstrates continued momentum.
Bull Case : NFLX
The strongest argument for NFLX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.5% and operating margin at 32.3%. Revenue growth of 16.2% demonstrates continued momentum.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.8x leaves little room for execution misses.
Bear Case : NFLX
The primary concerns for NFLX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
MRVL carries more volatility with a beta of 1.82 — expect wider price swings.
MRVL is growing revenue faster at 22.1% — sustainability is the question.
NFLX generates stronger free cash flow (5.1B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NFLX scores higher overall (74/100 vs 66/100), backed by strong 28.5% margins and 16.2% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Marvell Technology Group Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
Visit Website →Netflix Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Netflix, Inc. is an American over-the-top content platform and production company headquartered in Los Gatos, California. Netflix was founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. The company's primary business is a subscription-based streaming service offering online streaming from a library of films and television series, including those produced in-house.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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