COMPARE · Data as of August 21, 2026
MRVL vs MU
Verdict: Side-by-side breakdown using the Bull Rankings model. MRVL scored 58.6, MU scored 90.0 — MU leads.
Compare another set
MRVL
Marvell Technology, Inc.
58.6
$237.04 · $212.8B
fundamentals as of
Score gap
31.4
MU leads
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMU21.8x
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualityMRVL55 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
MRVL
MU
$1.7bC+
FCF
$26.2bA
+34.1%A
Rev
+167.0%A
0.29B
D/E
0.06A-
81.2xC
P/E
21.8xB+
1.34B
PEG
0.14A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MRVL
MU
849% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-92%
1-yr DCF upside
—
-89%
5-yr DCF upside
—
-85%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
MRVLMarvell Technology, Inc.
Why now
Semiconductors · market cap $212.8b. Down 28% from 52-week high of $329.88 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. 40 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $259.91 (implying +10% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $212.8b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 81.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 24.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 23% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. PEG 0.14 — paying under fair value for the growth rate. 44 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,522 (implying +57% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 50% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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