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Earnings transcript
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MRVL
Marvell Technology, Inc.
$245.29
-26.76
(-9.84%)
| Exchange: | NASDAQ |
| Market Cap: | 214.58B |
| Shares Outstanding: | 121.744M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Semiconductors | |||||
| CEO: | Matthew J. Murphy | |||||
| Full Time Employees: | 7480 | |||||
| Address: |
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| Website: | https://www.marvell.com |
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally. The company develops and scales system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits, interconnects, fibre channel adapters, and processors. The company also provides interconnect products, including pulse amplitude modulation, coherent and coherent-lite digital signal processors (DSPs), laser drivers, trans-impedance amplifiers, silicon photonics, co-packaged optics, linear pluggable optics chipsets, data center interconnect, active electrical cable DSPs and peripheral component interconnect express retimer solutions; fibre channel products comprising host bus adapters and controllers for server and storage system connectivity; storage controllers for hard disk drives and solid-state-drives; host system interfaces, including serial advanced technology attachment and serial attached SCSI, peripheral component interconnect express, compute express link switches, non-volatile memory express (NVMe), and NVMe over fabrics; and develops ultra accelerator linkTM switches and ethernet for scale-up networking switches. The company serves data centers, communications, and other markets. It offers its products through direct customers and distributors. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 5,507,700 | 5,767,300 | 8,194,600 |
| Gross Profit | 2,293,600 | 2,382,200 | 4,180,700 |
| EBITDA | 850,700 | 651,600 | 4,539,800 |
| Operating Income | -567,700 | -720,300 | 1,338,400 |
| Net Income | -933,400 | -885,000 | 2,670,100 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 21,228,500 | 20,204,500 | 22,285,300 |
| Total Liabilities | 6,397,100 | 6,777,500 | 7,976,900 |
| Total Stockholders Equity | 14,831,400 | 13,427,000 | 14,308,400 |
| Total Debt | 4,401,300 | 4,343,100 | 4,470,600 |
| Cash and Cash Equivalents | 950,800 | 948,300 | 2,638,800 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 1,370,500 | 1,681,200 | 1,750,500 |
| Capital Expenditure | -350,200 | -284,600 | -354,100 |
| Free Cash Flow | 1,020,300 | 1,396,600 | 1,396,400 |
| Net Income | -933,400 | -885,000 | 2,670,100 |
| Net Change in Cash | 39,800 | -2,500 | 1,690,500 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 21,365,019.716 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 23,098,061.057 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 21,861,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 5,562,451.931 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 6,013,654.845 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 5,691,582.001 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 7,934,055.684 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 8,776,577.560 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 8,175,180.009 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 3,162,121.351 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 3,418,619.454 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 3,235,528.718 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 9.400 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 10.090 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 9.120 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 22 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 9 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record revenue and profitability reported in Q4 and fiscal year 2025 earnings, reflecting strong operational execution amid industry demand.
- Positive free cash flow generation and margin expansion supported by product mix improvements and scale efficiencies.
- Forward P/E ratios indicating reasonable valuation relative to projected earnings growth, with analysts maintaining constructive long-term estimates.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates MRVL intrinsic value between $16.58 – $17.43 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about MRVL valuation
Is Marvell Technology, Inc. (MRVL) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Marvell Technology, Inc. (MRVL) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is MRVL a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether MRVL trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is MRVL’s P/E ratio?
You can see MRVL’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for MRVL?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is MRVL a good long-term investment?
Whether MRVL fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
MRVL
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Daily snapshot
-9.84
Trading Metrics:
| Open: | 269.68 | Previous Close: | 272.05 | |
| Day Low: | 237.2 | Day High: | 274.95 | |
| Year Low: | 61.44 | Year High: | 329.88 | |
| Price Avg 50: | 223.63 | Price Avg 200: | 122.63 | |
| Volume: | 37.559M | Average Volume: | 42.723M |
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Login — it's freeMRVL full analysis
Hey everyone, welcome back to the channel. Today we're diving deep into Marvell Technology, ticker MRVL, and this stock has been on an absolute tear with gains over 300 percent in the past year alone. Marvell is riding the AI wave hard, recently landing a spot in the S&P 500, and even getting a shoutout from Nvidia's Jensen Huang as a potential future trillion-dollar company. Let's break down what this means for investors right now. Marvell designs and sells semiconductors…
