Between ACM Research and Marvell Technology, Which Stock Looks Set to Break Out?
Marvell Technology surged 7.0% during the past Day. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer ACM Research gives you more. ACM Research (ACMR) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Marvell Technology (MRVL) stock, suggesting you may be better off investing in ACMR
- ACMR’s quarterly revenue growth was 34.2%, vs. MRVL’s 27.6%.
- In addition, its last 3-year average revenue growth came in at 32.3%, ahead of MRVL’s 16.0%.
- ACMR’s 3-year average margin is stronger: 16.3% vs. MRVL’s 2.8%.
These differences become even clearer when you look at the financials side by side. The table highlights how MRVL’s fundamentals stack up against those of ACMR on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| MRVL | ACMR | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 135.3 | 45.1 | ACMR |
| Revenue Growth | |||
| Last Quarter | 27.6% | 34.2% | ACMR |
| Last 12 Months | 34.1% | 19.7% | MRVL |
| Last 3 Year Average | 16.0% | 32.3% | ACMR |
| Operating Margins | |||
| Last 12 Months | 16.4% | 12.5% | MRVL |
| Last 3 Year Average | 2.8% | 16.3% | ACMR |
| Momentum | |||
| Last 3 Year Return | 262.8% | 719.7% | ACMR |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
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See detailed fundamentals on Buy or Sell ACMR Stock and Buy or Sell MRVL Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| MRVL Return | 85% | -57% | 64% | 84% | -23% | 142% | 340% | <=== | |
| ACMR Return | 5% | -73% | 153% | -23% | 161% | 119% | 220% | ||
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% | ||
| Monthly Win Rates [3] | |||||||||
| MRVL Win Rate | 75% | 33% | 58% | 67% | 50% | 80% | 61% | ||
| ACMR Win Rate | 33% | 50% | 75% | 33% | 67% | 60% | 53% | ||
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | 64% | <=== | |
| Max Drawdowns [4] | |||||||||
| MRVL Max Drawdown | -26% | -60% | -29% | -34% | -61% | -18% | -38% | ||
| ACMR Max Drawdown | -54% | -80% | -37% | -58% | -39% | -46% | -53% | ||
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | -13% | <=== | |
[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 6/1/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read ACMR Dip Buyer Analyses and MRVL Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about MRVL or ACMR? Consider a portfolio approach.
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