MRVL vs MCHP Stock Comparison: AI Score, Valuation, Performance and Upside
Marvell focuses on data center networking and custom AI silicon for hyperscale customers, while Microchip serves a broad, diversified base of industrial and automotive customers with embedded microcontrollers.
Investors weighing Marvell against Microchip are choosing between a faster-growing data center and AI infrastructure chip supplier and a more diversified, cyclical embedded semiconductor business.
MCHP holds the edge across 3 of 5 key metrics in this comparison. MRVL has delivered stronger 1-year price return (+233.58% vs +13.96%), though MCHP has the better forward P/E setup (17.32x vs 37.95x for MRVL). MCHP leads on both revenue growth (38.00%) and operating margin (23.96%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for MCHP (+37.94%) than for MRVL (+11.35%).
- Want exposure to data center networking and custom AI accelerator chips
- Believe in continued hyperscale capital spending on AI infrastructure
- Can tolerate customer concentration among large cloud providers
- Seek growth tied to AI infrastructure buildout
- Want diversified exposure across industrial and automotive embedded chips
- Value dividend income alongside semiconductor exposure
- Are comfortable with cyclical inventory correction patterns
- Prefer a broader customer base over concentrated hyperscale exposure
| Metric | MRVL | MCHP |
|---|---|---|
| AI score | 78.1 | 52.8 |
| AI rank | #18 | #321 |
| Latest close | $237.04 | $76.08 |
| 1M return | +12.35% | -10.52% |
| 6M return | +197.97% | -1.40% |
| 1Y return | +233.58% | +13.96% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MRVL | MCHP |
|---|---|---|
| 1Y ago | $33.43K (+234.3%) started 2025-08-21 | $11.51K (+15.1%) started 2025-08-21 |
| 5Y ago | $39.68K (+296.8%) started 2021-08-23 | $11.83K (+18.3%) started 2021-08-23 |
| 10Y ago | $221.39K (+2113.9%) started 2016-08-22 | $33.79K (+237.9%) started 2016-08-22 |
Hypothetical — past performance does not guarantee future results.
| Metric | MRVL | MCHP |
|---|---|---|
| Market cap | $212.75B | $42.99B |
| Trailing P/E | 81.18 | 116.43 |
| Forward P/E | 37.95 | 17.32 |
| Price/Sales | 24.41 | 8.00 |
| EV/Revenue | 23.95 | 9.39 |
| Analyst target | $263.94 | $109.21 |
| Target upside | +11.35% | +37.94% |
| Metric | MRVL | MCHP |
|---|---|---|
| Revenue growth | 27.60% | 38.00% |
| Earnings growth | -80.40% | -81.60% |
| EPS growth | -80.40% | -81.60% |
| FCF margin | +26.04% | +26.64% |
| Operating margin | 14.48% | 23.96% |
| Profit margin | 28.99% | 9.34% |
| ROIC proxy | 16.03% | 7.19% |
| Return on equity | 16.03% | 7.19% |
| Dividend yield | 0.10% | 2.30% |
| Beta | 2.25 | 1.74 |
| Debt/equity | 28.97 | 83.69 |
| Current ratio | 3.28 | 1.92 |
| Quick ratio | 2.51 | 0.96 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MRVL | MCHP |
|---|---|---|---|
| 1Y | Growth | +233.58% | +15.10% |
| CAGR | +233.86% | +15.12% | |
| Sharpe ratio | 1.85 | 0.44 | |
| Max drawdown | 48.35% | 30.65% | |
| Max daily drop | 18.59% | 9.20% | |
| Max wkly drop | 22.58% | 16.06% | |
| 5Y | Growth | +289.49% | +10.21% |
| CAGR | +31.29% | +1.96% | |
| Sharpe ratio | 0.67 | 0.17 | |
| Max drawdown | 61.88% | 63.77% | |
| Max daily drop | 19.81% | 16.80% | |
| Max wkly drop | 23.97% | 27.13% | |
| 10Y | Growth | +1951.87% | +188.08% |
| CAGR | +35.29% | +11.16% | |
| Sharpe ratio | 0.75 | 0.36 | |
| Max drawdown | 61.88% | 63.77% | |
| Max daily drop | 19.81% | 20.29% | |
| Max wkly drop | 23.97% | 29.72% |
| Category | MRVL | MCHP |
|---|---|---|
| Company | Marvell Technology, Inc. | Microchip Technology Incorporated |
| Sector | Semiconductors / Data Center Networking | Technology |
| Industry | N/A | Semiconductors |
| Core business | Marvell designs semiconductor solutions for data center networking, storage, and custom AI accelerator chips used by large cloud and hyperscale customers. | Microchip designs and manufactures microcontrollers, analog chips, and other embedded semiconductor products used across industrial, automotive, and consumer applications. |
| Investor focus | Watch custom AI silicon design win momentum and data center capital spending trends among its hyperscale customers. | Watch inventory correction trends across its broad industrial and automotive customer base and progress toward demand normalization. |
- Strong positioning in data center networking and optical interconnect chips
- Growing custom AI accelerator business with major cloud customers
- Diversified product portfolio spanning networking, storage, and compute
- Broad, diversified customer base across industrial and automotive end markets
- Long product life cycles support recurring, sticky embedded design wins
- History of returning capital to shareholders through dividends
- Revenue concentration among a small number of large hyperscale customers
- Custom silicon programs depend on continued design win momentum
- Cyclical semiconductor demand can create revenue volatility
- Has experienced significant inventory correction cycles affecting revenue
- Slower growth profile compared to data center-focused semiconductor peers
- Exposure to industrial and automotive cyclicality
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