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Makes ADAS chips and software used in cars for lane-keeping, collision-avoidance and self-driving features.
Makes ADAS chips and software used in cars for lane-keeping, collision-avoidance and self-driving features.
Sells EyeQ chips mostly through carmakers' parts suppliers, called Tier-1s, which build them into camera modules, and earns more per car as automakers add features that need pricier chips and software. Intel still owns most of the company after floating it in 2022.
Moat: wide (installed base, IP / patents, data). Chips in well over 100 million vehicles generate mapping data and automaker relationships rivals can't easily match.
Headquarters: Jerusalem, Israel · Founded: 1999 · Employees: 4,200
Size Mobileye Global (MBLY) is a United States Consumer Discretionary company (Packaged Software) with a market value of $4.87B, the 1200th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.73 on 6 Nov 2026.
Performance Over six months the shares fell 37.6%, against +0.7% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 3.4% over the last twelve months (peer median +7.4%); the operating margin is -18.0% (peer median 12.1%).
Valuation It trades at 13.5× forward earnings against a peer median of 16.9× (6th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -13 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.6 points below its cost of capital (11.3% WACC).
Short interest Short interest is 20.1% of the free float (15 Oct 2026).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.00B | $1.89B | $1.65B | $2.08B | $1.87B |
| Revenue growth | — | +15% | -20% | +11% | — |
| Gross profit | $922M | $838M | $673M | $1.05B | $922M |
| EBITDA | $130M | $77.0M | -$24.0M | $480M | $530M |
| Net income | -$4.03B | -$392M | -$3.09B | -$27.0M | -$82.0M |
| Free cash flow | $329M | $523M | $319M | $296M | $435M |
| Capital expenditure | $102M | $79.0M | $81.0M | $98.0M | $111M |
| Total debt | $0 | $62.0M | $50.0M | $51.0M | $58.0M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Mobileye Global MBLY | $4.87B | -38% | +3% | -18% | 13.5× | 1.8% |
| Nvidia NVDA | $4.50T | -13% | +83% | 65% | 15.5× | 26.3% |
| Qualcomm QCOM | $177B | -24% | +2% | 24% | 17.0× | 15.9% |
| Continental CON.DE | $15.8B | +2% | -35% | n/a | 12.1× | -0.2% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | MBLY | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -18.8% | +6.3% | 2nd lowest of 21 |
| 6-month return | -37.6% | +0.7% | 2nd lowest of 21 |
| Distance from 52-week high | -60.0% | -18.3% | 2nd lowest of 21 |
| Revenue growth (TTM) | +3.4% | +7.4% | 5th lowest of 21 |
| Operating margin | -18.0% | 12.1% | lowest of 21 |
| Forward P/E | 13.5× | 16.9× | 6th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 1.8% | 9.4% | 4th least demanding of 19 |
| Growth delivered (Del g) | +14.4% | +11.2% | 6th highest of 19 |
| Hurdle (Req g minus delivered) | -12.6 pp | -2.9 pp | 5th least demanding of 19 |
| ROIC minus cost of capital | -15.6 pp | +4.2 pp | lowest of 20 |
| EV / EBITDA | 25.9× | 12.6× | 2nd most expensive of 20 |
| Net debt / EBITDA | -11.5× | 2.6× | least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mobileye Global MBLY | United States | $4.87B | -38% | +3% | -18% | 13.5× | 1.8% | +14.4% |
| Cavco Industries CVCO | United States | $4.87B | +32% | +12% | 10% | 24.2× | 15.2% | +15.2% |
| Atour Lifestyle Holdings Ltd. Sponsored ADR ATAT | United States | $4.82B | -6% | +45% | 21% | 15.8× | 1.8% | +43.1% |
| MakeMyTrip MMYT | United States | $4.81B | +7% | +5% | 15% | 41.2× | 18.3% | +44.9% |
| Champion Homes SKY | United States | $4.96B | +25% | +3% | 8% | 24.2× | 10.8% | +13.4% |
| TAL Education Group Sponsored ADR TAL | United States | $4.77B | -8% | +26% | 16% | 9.8× | n/a | n/a |
| Brunswick BC | United States | $5.00B | -5% | +10% | 6% | 14.5× | 13.0% | +4.3% |
| PriceSmart PSMT | United States | $5.02B | +3% | +12% | 5% | 27.2× | 10.5% | +10.2% |
| Acushnet GOLF | United States | $4.72B | -12% | +7% | 13% | 20.0× | 3.8% | +9.7% |
| Graham GHC | United States | $5.05B | +7% | +4% | 6% | 16.4× | 8.6% | +11.2% |
| LKQ LKQ | United States | $5.06B | -31% | -3% | 7% | 9.3× | 0.0% | +3.3% |
| Red Rock Resorts RRR | United States | $5.06B | -11% | +1% | 23% | 17.9× | 13.3% | +11.2% |
| Modine Manufacturing MOD | United States | $5.14B | -65% | +35% | 11% | 12.8× | n/a | n/a |
| Laureate Education LAUR | United States | $4.56B | +2% | +21% | 26% | 14.5× | -6.7% | +10.7% |
| Planet Fitness PLNT | United States | $4.56B | +31% | +13% | 31% | 17.3× | 4.8% | +26.6% |
| Travel + Leisure TNL | United States | $4.54B | +15% | +5% | 17% | 8.8× | 3.2% | +11.2% |
| Choice Hotels International CHH | United States | $5.29B | +12% | +2% | 25% | 15.8× | 4.8% | +15.6% |
| Lear LEA | United States | $5.31B | -21% | +4% | 4% | 6.9× | -1.3% | +6.4% |
| Cheesecake Factory CAKE | United States | $5.32B | +73% | +8% | 7% | 21.2× | 16.7% | +13.6% |
| Floor & Decor FND | United States | $5.34B | -1% | +2% | 6% | 27.3× | 17.7% | +14.1% |
| Valvoline VVV | United States | $4.44B | -2% | +16% | 18% | 19.4× | 10.3% | -6.2% |