GlobalFoundries vs Marvell Technology
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KIRAβs take AI analyst
I put GlobalFoundries and Marvell Technology side by side, using each oneβs latest annual report. Here is what stands out:
- Marvell Technology is the larger business, with $8.2B of revenue in fiscal 2026 against $6.8B for GlobalFoundries.
- Marvell Technology grew revenue faster (42.1%, against 0.6%).
- Marvell Technology kept more of each dollar of sales as operating profit (16.1% operating margin, against 11.7%).
- Marvell Technology turned more of its sales into free cash flow (17.0% FCF margin, against 14.9%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
GlobalFoundries
GFS
3/11
Return on capitalPiotroski F-scoreNet debt / EBITDA
Marvell Technology
MRVL
8/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | GFS FY25 | MRVL FY26 |
|---|---|---|
| Size | ||
| Market cap | $25.1B | $215.4B |
| Revenue | $6.8B | $8.2B |
| Free cash flow | $1.0B | $1.4B |
| Net income | $885M | $2.7B |
| Growth | ||
| Revenue growth | 0.6% | 42.1% |
| 5-year growth | 7.0% | 22.5% |
| Share count change | 0.9% | 0.5% |
| Profitability | ||
| Gross margin | 24.9% | 51.0% |
| Operating margin | 11.7% | 16.1% |
| Net margin | 13.0% | 32.6% |
| FCF margin | 14.9% | 17.0% |
| Return on capital | 7.1% | 7.0% |
| Return on equity | 7.8% | 19.3% |
| Balance sheet | ||
| Net debt | β$658M | $2.3B |
| Net debt / EBITDA | β0.3x | 0.9x |
| Dividends and buybacks | $0.0M | $2.2B |
| Valuation & quality | ||
| P/E | β | 77.2x |
| Piotroski F-score | 8 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.