CEVA vs SIMO vs MRVL vs IDCC

For growth investors, Marvell Technology, Inc.

(MRVL) is the stronger pick with 42. 1% revenue growth year-over-year, versus -4. 0% for InterDigital, Inc. (IDCC). Silicon Motion Technology Corporation (SIMO) offers the better valuation at 16. 8x trailing P/E (30. 1x forward), making it the more compelling value choice. Analysts rate CEVA, Inc. (CEVA) a "Buy" — based on 23 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Silicon Motion Technology Corporation (SIMO) is the cheapest at 16.

8x versus Marvell Technology, Inc. at 56. 1x. On forward P/E, Silicon Motion Technology Corporation is actually cheaper at 30. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Silicon Motion Technology Corporation wins at 0. 67x versus InterDigital, Inc. 's 0. 74x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, InterDigital, Inc.

(IDCC) delivered a total return of +313. 9%, compared to -32. 5% for CEVA, Inc. (CEVA). Over 10 years, the gap is even starker: MRVL returned +1724% versus CEVA's +32. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), InterDigital, Inc.

(IDCC) is the lower-risk stock at 1. 12β versus CEVA, Inc. 's 2. 76β — meaning CEVA is approximately 147% more volatile than IDCC relative to the S&P 500. On balance sheet safety, CEVA, Inc. (CEVA) carries a lower debt/equity ratio of 2% versus 46% for InterDigital, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Marvell Technology, Inc.

(MRVL) is pulling ahead at 42. 1% versus -4. 0% for InterDigital, Inc. (IDCC). On earnings-per-share growth, the picture is similar: Marvell Technology, Inc. grew EPS 401. 0% year-over-year, compared to -2. 2% for InterDigital, Inc.. Over a 3-year CAGR, IDCC leads at 22. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

InterDigital, Inc.

(IDCC) is the more profitable company, earning 48. 8% net margin versus -8. 2% for CEVA, Inc. — meaning it keeps 48. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDCC leads at 55. 3% versus -7. 1% for CEVA. At the gross margin level — before operating expenses — CEVA leads at 88. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Silicon Motion Technology Corporation (SIMO) is the more undervalued stock at a PEG of 0. 67x versus InterDigital, Inc. 's 0. 74x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Silicon Motion Technology Corporation (SIMO) trades at 30. 1x forward P/E versus 69. 2x for CEVA, Inc. — 39. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDCC: 52. 9% to $425. 00.

In this comparison, SIMO (3.

3% yield), IDCC (0. 6% yield), MRVL (0. 1% yield) pay a dividend. CEVA does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, InterDigital, Inc.

(IDCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 0. 6% yield, +432. 3% 10Y return). CEVA, Inc. (CEVA) carries a higher beta of 2. 76 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IDCC: +432. 3%, CEVA: +32. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: CEVA is a small-cap quality compounder stock; SIMO is a small-cap deep-value stock; MRVL is a mid-cap high-growth stock; IDCC is a small-cap quality compounder stock. SIMO, IDCC pay a dividend while CEVA, MRVL do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.