Comparison

ADVANCED MICRO DEVICES INC (AMD) vs Marvell Technology, Inc. (MRVL)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMD

ADVANCED MICRO DEVICES INC

Semiconductors

Revenue, FY25: $34.64B
Net income: $4.34B
Operating cash flow: $7.71B
Free cash flow: $6.74B
Net margin: 12.51%
Operating margin: 10.66%
Gross margin: 49.52%

MRVL

Marvell Technology, Inc.

Semiconductors

Revenue, FY26: $8.19B
Net income: $2.67B
Operating cash flow: $1.75B
Free cash flow: $1.4B
Net margin: 32.58%
Operating margin: 16.14%
Gross margin: 51.02%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMD	MRVL
Revenue growth, latest filed year	+34.34%	+42.09%
Piotroski F-score	8 of 9	7 of 9
P/E against its own history	77.65% above	-

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMD

Semiconductor supply
China
Export controls
Litigation
Tax
Supply chain

And 21 more.

MRVL

Semiconductor supply
China
Litigation
Debt covenants
Supply chain
Goodwill impairment

And 20 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.18% · 0.11%
Baillie Gifford Baillie Gifford & Co 0.00% · 0.00%

Updated Aug 28, 2026 · the newer of the two companies' filings