MRVL這個餅怎麽樣？

（這一段是copy來的）

---------

Why Could MRVL Be a Winner?

•         Annual revenue growth of 20.9% over the last five years was superb and indicates its market share increased during this cycle
•         Sales outlook for the upcoming 12 months calls for 20.1% growth, an acceleration from its two-year trend
•         Operating profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient

At $93.74 per share, Marvell Technology trades at 30.6x forward P/E.

--------

另外有分析師指出，到2030年EPS大概翻4倍。如果這個PE hold住，那到2030年可以看到股價到300～400 之間。

 

 

（股價本身不便宜了。不過在這個動不動PE4位數的時代，算是良心價。）

 

最後，MRVL算是風口浪尖之上的行業，據說Softbank一直想買。不過如果我是CEO/董事會，除非出高價（比如120B之類），否則不會賣。