MRVL Marvell Technology
too hard · 48
Owner-earnings value$22.85
Price$274.66
Margin of safety
-91.7%
Quality gate · 48/100
⚠ sub-hurdle returns (median roic -1% < 9%) · unprofitable in too many years
Median ROIC-0.7%
Gross margin52.2%
Net debt / EBITDA0.5x
FCF conversion708%
Share count / yr-0.4%
Profitable years1/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 1.72B |
| Owner-earnings yield | 0.7% |
| Free-cash-flow yield | 0.7% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 14.2% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.90B | 10.0% | 1.66B |
| 2 | 2.07B | 9.2% | 1.59B |
| 3 | 2.24B | 8.4% | 1.51B |
| 4 | 2.42B | 7.7% | 1.42B |
| 5 | 2.58B | 6.9% | 1.33B |
| 6 | 2.74B | 6.1% | 1.23B |
| 7 | 2.89B | 5.3% | 1.14B |
| 8 | 3.02B | 4.6% | 1.04B |
| 9 | 3.13B | 3.8% | 945.98M |
| 10 | 3.23B | 3.0% | 852.97M |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.