Marvell Technology, Inc.

MRVL · Nasdaq · ·

US$263.28+4.6%9月29日收盘

1M: +21.5%
6M: +200.0%
1Y: +213.8%
5Y: +325.3%

Marvell designs semiconductor chips that move, process, secure, and store data in data centers and communications equipment.

Marvell Technology, Inc.（MRVL）股票——这是一门好生意吗？ — InspectStocks

Marvell Technology, Inc.

MRVL · Nasdaq · ·

US$263.28+4.6%9月29日收盘

1M: +21.5%
6M: +200.0%
1Y: +213.8%
5Y: +325.3%

对比

Marvell designs semiconductor chips that move, process, secure, and store data in data centers and communications equipment.

怎么赚钱

Data center chips74%
Communications and other chips26%

各项收入占比是对fiscal year ended January 31, 2026, high confidence的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Custom application-specific integrated circuits
Chips designed to a particular customer's requirements, including chips for artificial intelligence computing, networking, and storage equipment.
Optical and electrical data-connection chips
Chips that help data travel between servers, switches, and data centers over optical fiber or copper cables. They include digital signal processors, laser drivers, signal amplifiers, and chips that repair or strengthen signals.
Prestera and Teralynx Ethernet products
Ethernet switches, network controllers, adapters, and physical-layer transceivers that move data through business and data-center networks.

再显示 3 项

OCTEON and LiquidSecurity processors
Processors that handle network traffic and security tasks, including encryption and management of private keys used to protect digital information.
QLogic Fibre Channel adapters
Adapters and controllers that connect servers to storage systems in data centers.
Bravera storage controllers
Chips that control hard drives and solid-state drives, helping them read, write, and transfer stored data.

谁在买3

Original equipment manufacturers and original design manufacturers buy chips to build servers, switches, storage systems, and other finished equipment. Marvell sells to some customers directly and uses distributors for other sales.
Distributor A accounted for 44% (three months ended August 1, 2026, high confidence) of revenue and resells Marvell products to a range of end customers.
Customer A accounted for 16% (three months ended August 1, 2026, high confidence) of revenue. The filing does not identify the customer by name.

靠什么支撑，什么会击垮它

业务依赖什么

1A large portion of sales passes through a small number of large customers and distributors; the filings identify the largest ones only as Customer A and Distributor A.
2Marvell outsources chip manufacturing, packaging, and testing. It relies on outside manufacturers, including Taiwan Semiconductor Manufacturing Company for advanced-node wafers, and on other suppliers for critical components and production capacity.
3Most sales are to customers with operations in Asia, and much of Marvell's and its customers' manufacturing takes place outside the United States. Trade restrictions, export rules, or disruptions in the region could affect sales or supply.

可能出什么问题

1A reduction in orders from a major customer or distributor, or a customer choosing to make chips itself or buy from another supplier, could materially reduce sales.
2Marvell depends on outside suppliers for advanced chip manufacturing and for packaging and testing. Shortages or production problems, particularly for advanced-node wafers, could delay customer deliveries.
3Sales depend on customers adopting Marvell's designs in products such as artificial intelligence data-center systems. Changes in demand, delayed or canceled orders, or competing products could reduce sales or leave Marvell with inventory customers do not need.

完整财务报表 →

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Semiconductors覆盖的 72 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

86在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月245.3%

截至一个月前的 6 个月165.4%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

34在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润1.14%

每单位价格对应的现金0.75%

每单位价格对应的营收4.09%

每单位价格对应的资产6.20%

整个企业对应的经营利润1.06%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

2/5松散

1 项检验未披露

资本回报率5.9%

股东回报率0.97%

股本数量，3 年3.0%

净债务 / EBITDA1.07x

内部人，12 个月-US$8M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 5.9%
债务与盈利之比净债务为经营利润的 1.07 倍
回馈给股东的现金每年 1.0% 用于回购和分红
三年间的股本数量三年间股本数量增加 3.0%
现金流对派付的覆盖派付多于赚取
内部人在公开市场的买入净卖出 US$8M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Marvell Technology, Inc.

Marvell designs chips for data centers, networks, storage systems, and other electronic equipment. Its chips help carry data between servers and other devices, run network and security tasks, and control hard drives and solid-state drives. Marvell designs the chips and relies on outside companies to manufacture, package, and test them.

总部: Wilmington, Delaware, United States
成立于: 1995
员工人数: 7,480 (January 31, 2026, high confidence)
上市于: NASDAQ
财年结束: The Saturday nearest January 31

基于 Marvell Technology, Inc. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

怎么赚钱

Data center chips74%
Communications and other chips26%

各项收入占比是对fiscal year ended January 31, 2026, high confidence的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Custom application-specific integrated circuits
Chips designed to a particular customer's requirements, including chips for artificial intelligence computing, networking, and storage equipment.
Optical and electrical data-connection chips
Chips that help data travel between servers, switches, and data centers over optical fiber or copper cables. They include digital signal processors, laser drivers, signal amplifiers, and chips that repair or strengthen signals.
Prestera and Teralynx Ethernet products
Ethernet switches, network controllers, adapters, and physical-layer transceivers that move data through business and data-center networks.

再显示 3 项

OCTEON and LiquidSecurity processors
Processors that handle network traffic and security tasks, including encryption and management of private keys used to protect digital information.
QLogic Fibre Channel adapters
Adapters and controllers that connect servers to storage systems in data centers.
Bravera storage controllers
Chips that control hard drives and solid-state drives, helping them read, write, and transfer stored data.

谁在买3

Original equipment manufacturers and original design manufacturers buy chips to build servers, switches, storage systems, and other finished equipment. Marvell sells to some customers directly and uses distributors for other sales.
Distributor A accounted for 44% (three months ended August 1, 2026, high confidence) of revenue and resells Marvell products to a range of end customers.
Customer A accounted for 16% (three months ended August 1, 2026, high confidence) of revenue. The filing does not identify the customer by name.

靠什么支撑，什么会击垮它

业务依赖什么

1A large portion of sales passes through a small number of large customers and distributors; the filings identify the largest ones only as Customer A and Distributor A.
2Marvell outsources chip manufacturing, packaging, and testing. It relies on outside manufacturers, including Taiwan Semiconductor Manufacturing Company for advanced-node wafers, and on other suppliers for critical components and production capacity.
3Most sales are to customers with operations in Asia, and much of Marvell's and its customers' manufacturing takes place outside the United States. Trade restrictions, export rules, or disruptions in the region could affect sales or supply.

可能出什么问题

1A reduction in orders from a major customer or distributor, or a customer choosing to make chips itself or buy from another supplier, could materially reduce sales.
2Marvell depends on outside suppliers for advanced chip manufacturing and for packaging and testing. Shortages or production problems, particularly for advanced-node wafers, could delay customer deliveries.
3Sales depend on customers adopting Marvell's designs in products such as artificial intelligence data-center systems. Changes in demand, delayed or canceled orders, or competing products could reduce sales or leave Marvell with inventory customers do not need.

完整财务报表 →

与同行业相比处在什么位置

动量

86在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月245.3%

截至一个月前的 6 个月165.4%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

34在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润1.14%

每单位价格对应的现金0.75%

每单位价格对应的营收4.09%

每单位价格对应的资产6.20%

整个企业对应的经营利润1.06%

资本配置

2/5松散

1 项检验未披露

资本回报率5.9%

股东回报率0.97%

股本数量，3 年3.0%

净债务 / EBITDA1.07x

内部人，12 个月-US$8M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 5.9%
债务与盈利之比净债务为经营利润的 1.07 倍
回馈给股东的现金每年 1.0% 用于回购和分红
三年间的股本数量三年间股本数量增加 3.0%
现金流对派付的覆盖派付多于赚取
内部人在公开市场的买入净卖出 US$8M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Marvell Technology, Inc.

总部: Wilmington, Delaware, United States
成立于: 1995
员工人数: 7,480 (January 31, 2026, high confidence)
上市于: NASDAQ
财年结束: The Saturday nearest January 31

怎么赚钱

竞争对手

卖什么6

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于Marvell Technology, Inc.

怎么赚钱

竞争对手

卖什么6

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于Marvell Technology, Inc.

成长与现金——5 项中通过 5 项