InvestMoat

Broadcom vs Marvell

Closer than you think?

Broadcom wins, 83 to 78, on growth and valuation.

AVGO · Semiconductors

Broadcom Inc.

…

Strong BuyFull analysis

MRVL · Semiconductors

Marvell Technology

…

AccumulateFull analysis

AVGO

MRVL

Composite
83
(higher)
78
Moat
70
70
Growth
89
(higher)
83
Valuation
80
(higher)
76

AVGO

MRVL

Bear
$200
$160
Base
$490
$280
Bull
$650
$400
Upside to base
—
—

AVGO

MRVL

Revenue CAGR, 3–5 yr
30–50%
25–35%

AVGO

MRVL

Proprietary Data
N/A
N/A
Regulatory Lock-In
Intact (higher)
N/A
Network Effects
Weakened (higher)
N/A
Transaction Embedding
Strong
Strong
System of Record
Strong (higher)
N/A
Scale Economics
N/A
Intact (higher)
Brand & Pricing Power
N/A
N/A

AVGO

MRVL

Learned Interfaces
Intact (higher)
N/A
Business Logic
Intact
Intact
Public Data Access
N/A
N/A
Talent Scarcity
Intact
Intact
Bundling
Strong (higher)
Intact

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, Broadcom or Marvell?

Broadcom wins, 83 to 78, on growth and valuation. Our rating: Broadcom Strong Buy, Marvell Accumulate.

Does Broadcom or Marvell have the wider moat?

Both score 70 on moat. Broadcom is rated stronger on bundling.

Which is growing faster, Broadcom or Marvell?

Broadcom scores 89 on growth to Marvell's 83. We expect Broadcom to grow 30–50% a year, Marvell 25–35%.

Is Broadcom or Marvell cheaper right now?

Broadcom scores 80 on valuation to Marvell's 76. In our base case, Broadcom has more upside: +52% vs +23%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.