Marvell Technology unveiled bullish long-term growth guidance at its 2026 investor day, implying 58% annualized revenue growth through calendar 2030. Management expects $80 billion in revenue and $30 in non-GAAP EPS at the midpoints, versus $8.2 billion and $2.84, respectively, in calendar 2025.
Marvell’s strong position in optical chips and its burgeoning custom chip business offer a strong foothold into generative AI infrastructure, which should fuel high growth.
Marvell is significantly smaller than competitors like Broadcom and Nvidia, which risks the firm being unable to invest adequately to keep up with these massive peers.
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Metric
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MRVL
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AVGO
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NVDA
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|---|---|---|---|
Price/Earnings (Normalized) | 83.44 | 37.04 | 32.70 |
Price/Book Value | 13.33 | 17.25 | 24.18 |
Price/Sales | 25.83 | 19.82 | 18.46 |
Price/Cash Flow | 72.23 | 33.99 | 31.95 |
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Metric
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MRVL
|
AVGO
|
NVDA
|
|---|---|---|---|
Quick Ratio | 2.46 | 2.15 | 2.92 |
Current Ratio | 3.17 | 2.50 | 4.59 |
Interest Coverage | 3.55 | 13.88 | 492.39 |
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Metric
|
MRVL
|
AVGO
|
NVDA
|
|---|---|---|---|
Return on Assets (Normalized) | 12.29% | 27.66% | 78.47% |
Return on Equity (Normalized) | 18.62% | 57.31% | 106.66% |
Return on Invested Capital (Normalized) | 7.89% | 34.36% | 95.82% |
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1-Day Chart
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