MR
Marvell Technology Inc
MRVL—
Marvell Technology Inc AI Insights
Informational only. Not investment advice.Snapshot
- Goodwill of 11.1B is 79% of equity (14.1B) - acquisition-heavy model creates material impairment risk if AI demand softens[Goodwill]
- EPS 3Y CAGR of 301% vs revenue 5Y CAGR of 23% signals massive operating leverage as custom silicon scales[EPS Growth 3yr]
- Operating margin TTM 14.7% vs industry median 2.4% - 6x advantage despite heavy R&D spend (26% of revenue)[Operating Margin]
Watch Triggers
- Gross Margin: Falls below 45% — Would signal pricing pressure or mix shift away from high-margin custom silicon
- Operating Margin: Fails to expand above 18% within 4 quarters — R&D leverage thesis requires margin expansion as revenue scales
- Goodwill: Any impairment charge announced — 11.1B goodwill vs 700M tangible book - impairment signals acquisition thesis failure
Bull Case
Custom AI chip leader with 301% EPS CAGR and 56% EBITDA margin - hyperscaler relationships create sticky, high-margin revenue as AI capex accelerates
EPS Growth 3yrEBITDAOperating Margin
FCF of 1.6B TTM (20% FCF margin) with only 0.34 debt/equity provides capacity for M&A or buybacks without balance sheet strain
Free Cash FlowDebt to EquityCash and Equivalents
Bear Case
P/B of 113x and P/S of 10.2x (vs industry median 3.0x) prices in flawless AI execution - any design loss or demand slowdown crushes multiple
PB RatioPS RatioPE Ratio
Goodwill 11.1B (79% of equity) from acquisitions - tangible book only 700M means impairment would devastate equity value
GoodwillTangible Book ValueTotal Equity
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Custom AI silicon demand will drive operating margin expansion toward 20%+ as R&D leverage improves
1-3ymed
- R&D at 2B (26% of rev) now scaling across hyperscaler wins
- Gross margin 50.7% provides headroom for opex absorption
- Net margin 31.7% already demonstrates leverage potential
EPS 3Y CAGR 301% vs 23% rev growthOperating income 1.1B on 7.8B rev TTMEBITDA margin 56% shows cash earnings power
Valuation Context
Caveats
Public Strategies Rankings
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MRVL Fundamentals
Manufacturing → Computer and Electronic Product Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$69.49B | — | ||
$71.56B | — | ||
28 | — | ||
$7.79B | +45.0% | — | |
$2.83 | — | ||
14.7% | +25.8% | — | |
31.8% | +59.2% | — | |
$1.58B | +11.7% | — | |
0.18 | +28.4% | — | |
Beta 5Y (Monthly) | unknown | — |
MRVL Dividend History
55 dividends
2026
$0.060001/09/26$0.0600
2025
$0.240010/10/25$0.0600
07/11/25$0.0600
04/11/25$0.0600
01/10/25$0.0600
2024
$0.240010/11/24$0.0600
07/12/24$0.0600
04/11/24$0.0600
01/04/24$0.0600
2023
$0.240010/05/23$0.0600
07/06/23$0.0600
04/05/23$0.0600
01/05/23$0.0600
2022
$0.240010/06/22$0.0600
07/07/22$0.0600
04/07/22$0.0600
01/06/22$0.0600
2021
$0.180010/07/21$0.0600
07/08/21$0.0600
04/08/21$0.0600
2020
$0.240012/22/20$0.0600
10/08/20$0.0600
07/10/20$0.0600
04/02/20$0.0600
2019
$0.240012/24/19$0.0600
10/09/19$0.0600
07/11/19$0.0600
04/02/19$0.0600
2018
$0.240012/24/18$0.0600
10/01/18$0.0600
07/06/18$0.0600
03/28/18$0.0600
2017
$0.240012/26/17$0.0600
10/06/17$0.0600
06/30/17$0.0600
03/31/17$0.0600
2016
$0.240012/02/16$0.0600
09/26/16$0.0600
06/10/16$0.0600
03/24/16$0.0600
2015
$0.240012/14/15$0.0600
10/06/15$0.0600
06/09/15$0.0600
03/10/15$0.0600
2014
$0.240012/09/14$0.0600
09/09/14$0.0600
06/10/14$0.0600
03/11/14$0.0600
2013
$0.240012/10/13$0.0600
09/10/13$0.0600
06/11/13$0.0600
03/12/13$0.0600
2012
$0.180012/11/12$0.0600
09/11/12$0.0600
06/19/12$0.0600
MRVL Stock Splits
2 stock splits
07/25/060.5:1 split
06/29/040.5:1 split
MRVL SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
12/03/25 | 11/01/25 | 10-Q | |
08/29/25 | 08/02/25 | 10-Q | |
05/30/25 | 05/03/25 | 10-Q | |
03/12/25 | 02/01/25 | 10-K | |
12/04/24 | 11/02/24 | 10-Q | |
08/30/24 | 08/03/24 | 10-Q | |
05/31/24 | 05/04/24 | 10-Q | |
03/13/24 | 02/03/24 | 10-K | |
12/01/23 | 10/28/23 | 10-Q | |
08/25/23 | 07/29/23 | 10-Q | |
05/26/23 | 04/29/23 | 10-Q | |
03/09/23 | 01/28/23 | 10-K | |
12/02/22 | 10/29/22 | 10-Q | |
08/26/22 | 07/30/22 | 10-Q | |
05/27/22 | 04/30/22 | 10-Q | |
03/10/22 | 01/29/22 | 10-K | |
12/03/21 | 10/30/21 | 10-Q | |
08/27/21 | 07/31/21 | 10-Q | |
06/09/21 | 05/01/21 | 10-Q | |
03/16/21 | 01/30/21 | 10-K | |
12/04/20 | 10/31/20 | 10-Q | |
08/28/20 | 08/01/20 | 10-Q | |
05/29/20 | 05/02/20 | 10-Q | |
03/23/20 | 02/01/20 | 10-K | |
12/04/19 | 11/02/19 | 10-Q | |
09/04/19 | 08/03/19 | 10-Q | |
06/06/19 | 05/04/19 | 10-Q | |
03/28/19 | 02/02/19 | 10-K | |
12/10/18 | 11/03/18 | 10-Q | |
09/12/18 | 08/04/18 | 10-Q | |
06/05/18 | 05/05/18 | 10-Q | |
03/29/18 | 02/03/18 | 10-K | |
12/04/17 | 10/28/17 | 10-Q | |
08/31/17 | 07/29/17 | 10-Q | |
06/05/17 | 04/29/17 | 10-Q | |
03/28/17 | 01/28/17 | 10-K | |
12/06/16 | 10/29/16 | 10-Q | |
09/08/16 | 07/30/16 | 10-Q | |
08/10/16 | 04/30/16 | 10-Q | |
07/21/16 | 01/30/16 | 10-K | |
07/21/16 | 10/31/15 | 10-Q | |
07/21/16 | 08/01/15 | 10-Q | |
06/04/15 | 05/02/15 | 10-Q | |
03/26/15 | 01/31/15 | 10-K | |
12/04/14 | 11/01/14 | 10-Q | |
09/04/14 | 08/02/14 | 10-Q | |
06/05/14 | 05/03/14 | 10-Q | |
03/27/14 | 02/01/14 | 10-K | |
12/06/13 | 11/02/13 | 10-Q | |
09/05/13 | 08/03/13 | 10-Q | |
06/06/13 | 05/04/13 | 10-Q | |
03/29/13 | 02/02/13 | 10-K | |
11/29/12 | 10/27/12 | 10-Q | |
09/04/12 | 07/28/12 | 10-Q | |
06/01/12 | 04/28/12 | 10-Q | |
03/27/12 | 01/28/12 | 10-K | |
12/02/11 | 10/29/11 | 10-Q | |
09/06/11 | 07/30/11 | 10-Q | |
06/08/11 | 04/30/11 | 10-Q | |
03/28/11 | 01/29/11 | 10-K | |
11/23/10 | 10/30/10 | 10-Q | |
09/03/10 | 07/31/10 | 10-Q | |
06/08/10 | 05/01/10 | 10-Q | |
03/31/10 | 01/30/10 | 10-K | |
12/09/09 | 10/31/09 | 10-Q | |
09/10/09 | 08/01/09 | 10-Q | |
06/11/09 | 05/02/09 | 10-Q | |
04/01/09 | 01/28/09 | 10-K | |
12/11/08 | 10/30/08 | Unknown | -- |
09/10/08 | 07/31/08 | Unknown | -- |
06/06/08 | 05/03/08 | 10-Q | |
03/28/08 | 01/29/08 | Unknown | -- |
12/06/07 | 10/30/07 | Unknown | -- |
09/06/07 | 07/31/07 | Unknown | -- |
07/09/07 | 04/30/07 | Unknown | -- |
07/02/07 | 01/28/07 | Unknown | -- |
07/02/07 | 10/30/06 | Unknown | -- |
07/02/07 | 07/31/06 | Unknown | -- |
06/08/06 | 04/30/06 | Unknown | -- |
04/13/06 | 01/28/06 | Unknown | -- |
12/07/05 | 10/30/05 | Unknown | -- |
09/08/05 | 07/31/05 | Unknown | -- |
06/09/05 | 04/30/05 | Unknown | -- |
04/14/05 | 01/28/05 | Unknown | -- |
12/09/04 | 10/30/04 | Unknown | -- |
09/09/04 | 07/31/04 | Unknown | -- |
06/10/04 | 04/30/04 | Unknown | -- |
04/13/04 | 01/29/04 | Unknown | -- |
12/15/03 | 10/30/03 | Unknown | -- |
09/15/03 | 07/31/03 | Unknown | -- |
06/16/03 | 04/30/03 | Unknown | -- |
05/02/03 | 01/28/03 | Unknown | -- |
12/17/02 | 10/30/02 | Unknown | -- |
09/17/02 | 07/31/02 | Unknown | -- |
06/17/02 | 04/30/02 | Unknown | -- |
05/01/02 | 01/28/02 | Unknown | -- |
12/07/01 | 10/30/01 | Unknown | -- |
09/12/01 | 07/31/01 | Unknown | -- |
06/12/01 | 04/30/01 | Unknown | -- |
04/27/01 | 01/28/01 | Unknown | -- |
12/11/00 | 10/30/00 | Unknown | -- |
09/12/00 | 07/31/00 | Unknown | -- |
04/30/00 | 04/30/00 | Unknown | -- |