ARM Holdings PLC Sponsored ADR (ARM) vs Marvell Technology, Inc. (MRVL)

ARM Holdings PLC Sponsored ADR and Marvell Technology, Inc. are both Semiconductors companies. ARM Holdings PLC Sponsored ADR is the larger, with a market value of $340.9B against $232.1B — 1.5× the size. Marvell Technology, Inc. trades at the lower P/E: 85.3× against 320×. Marvell Technology, Inc. grew revenue faster over the last twelve months: 30.6% against 25.1%. Marvell Technology, Inc. has the higher net margin (27.9% vs 20.3%) and the lower return on invested capital (4.99% vs 11.6%). Across the 22 metrics below, Marvell Technology, Inc. leads on 14 and ARM Holdings PLC Sponsored ADR on 8.

Valuation

Metric ARM MRVL Semiconductors median
P/E 319.92 85.32 49.41
P/S 64.16 24.87 8.58
P/B 38.33 12.68 5.49
Price to free cash flow 224.73 136.44 47.02
EV/EBITDA 286.51 83.82 30.78
EV/Sales 63.40 25.04 8.79
Earnings yield 0.31% 1.17% 0.62%
Free cash flow yield 0.44% 0.73% 0.59%

Profitability

Metric ARM MRVL Semiconductors median
Gross margin 97.54% 52.21% 52.25%
Operating margin 17.01% 16.52% 4.85%
Net margin 20.25% 27.93% 4.77%
Free cash flow margin 28.55% 18.23% 8.65%
Return on equity 13.35% 16.52% 3.11%
Return on assets 10.14% 10.97% 1.91%
Return on invested capital 11.56% 4.99% 2.46%

Growth

Metric ARM MRVL Semiconductors median
Revenue growth (TTM) 25.12% 30.62% 16.66%
EPS growth (last fiscal year) 13.33% 400.98% —
Revenue growth, 5-year CAGR 12.73% 22.51% 5.60%
Net income growth, 5-year CAGR 10.49% 0.00% 0.00%

Health

Metric ARM MRVL Semiconductors median
Debt to equity 0.00 0.27 0.05
Current ratio 5.25 3.17 3.35
Net debt to EBITDA (3.13) 0.70 0.58

Dividend

Metric ARM MRVL Semiconductors median
Dividend yield — 0.34% 1.93%
Payout ratio — — 0.00

Size

Metric ARM MRVL Semiconductors median
Market cap 340.93b 232.09b 5.67b

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