NVIDIA Corporation (NVDA)

Revenue growth above 1.5x MRVL's 4.85%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth 1.25-1.5x MRVL's 9.90%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Slight or no buybacks while MRVL is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

OCF growth above 1.5x MRVL's 28.58%. David Dodd would confirm a clear edge in underlying cash generation.

FCF growth above 1.5x MRVL's 50.23%. David Dodd would verify if the firm’s strategic investments yield superior returns.

Positive 10Y revenue/share CAGR while MRVL is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

Positive 5Y CAGR while MRVL is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while MRVL is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive long-term OCF/share growth while MRVL is negative. John Neff would see a structural advantage in sustained cash generation.

5Y OCF/share CAGR 1.25-1.5x MRVL's 566.76%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.

3Y OCF/share CAGR above 1.5x MRVL's 69.79%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

Positive 10Y CAGR while MRVL is negative. John Neff might see a substantial advantage in bottom-line trajectory.

5Y net income/share CAGR above 1.5x MRVL's 67.59%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

Positive short-term CAGR while MRVL is negative. John Neff would see a clear advantage in near-term profit trajectory.

10Y equity/share CAGR above 1.5x MRVL's 66.40%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x MRVL's 56.78%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x MRVL's 61.24%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

5Y dividend/share CAGR above 1.5x MRVL's 0.95%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.

3Y dividend/share CAGR above 1.5x MRVL's 1.48%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.

We show growth while MRVL is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Positive asset growth while MRVL is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Positive BV/share change while MRVL is negative. John Neff sees a clear edge over a competitor losing equity.

We increase R&D while MRVL cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

We expand SG&A while MRVL cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.