Dorman Products
DORM · Automotive Parts & Equipment
$125.24
1.8%Mobileye
MBLY · Automotive Parts & Equipment
$6.54
5.9%The short version
- Dorman Products is the larger business, with $2.1B of revenue in fiscal 2025 against $1.9B for Mobileye.
- Mobileye grew revenue faster (14.5%, against 6.0%).
- Dorman Products kept more of each dollar of sales as operating profit (14.1% operating margin, against −23.2% operating margin).
- Mobileye turned more of its sales into free cash flow (27.6% FCF margin, against 3.6% FCF margin).
| Latest fiscal year | DORM · FY25 | MBLY · FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.8B | $5.3B |
| Revenue | $2.1B | $1.9B |
| Free cash flow | $75.7M | $523M |
| Net income | $204M | −$392M |
| Growth | ||
| Revenue growth | 6.0% | 14.5% |
| 5-year growth | 14.3% | 14.4% |
| Share count change | −0.7% | 0.5% |
| Profitability | ||
| Gross margin | 42.1% | 47.7% |
| Operating margin | 14.1% | −23.2% |
| Net margin | 9.6% | −20.7% |
| FCF margin | 3.6% | 27.6% |
| Return on capital | 12.4% | — |
| Return on equity | 14.7% | −3.3% |
| Balance sheet | ||
| Net debt | $391M | — |
| Net debt / EBITDA | 1.2x | — |
| Dividends and buybacks | $0.0M | $100M |
| Valuation & quality | ||
| P/E | 17.3x | — |
| Piotroski F-score | 8 | — |
FY16
DORM $860M
MBLY —
FY17
DORM $903M
MBLY —
FY18
DORM $974M
MBLY —
FY19
DORM $991M
MBLY —
FY20
DORM $1.1B
MBLY $967M
FY21
DORM $1.3B
MBLY $1.4B
FY22
DORM $1.7B
MBLY $1.9B
FY23
DORM $1.9B
MBLY $2.1B
FY24
DORM $2.0B
MBLY $1.7B
FY25
DORM $2.1B
MBLY $1.9B
DORM
MBLY
FY16
DORM 19.6%
MBLY —
FY17
DORM 19.5%
MBLY —
FY18
DORM 17.6%
MBLY —
FY19
DORM 10.7%
MBLY —
FY20
DORM 12.2%
MBLY −22.0%
FY21
DORM 12.8%
MBLY −4.1%
FY22
DORM 9.9%
MBLY −2.0%
FY23
DORM 11.1%
MBLY −1.6%
FY24
DORM 14.6%
MBLY −195.0%
FY25
DORM 14.1%
MBLY −23.2%
DORM
MBLY
FY16
DORM $101M
MBLY —
FY17
DORM $69.8M
MBLY —
FY18
DORM $52.0M
MBLY —
FY19
DORM $65.8M
MBLY —
FY20
DORM $137M
MBLY $180M
FY21
DORM $80.5M
MBLY $456M
FY22
DORM $3.8M
MBLY $435M
FY23
DORM $165M
MBLY $296M
FY24
DORM $192M
MBLY $319M
FY25
DORM $75.7M
MBLY $523M
DORM
MBLY
FY16
DORM —
MBLY —
FY17
DORM —
MBLY —
FY18
DORM —
MBLY —
FY19
DORM —
MBLY —
FY20
DORM —
MBLY —
FY21
DORM —
MBLY —
FY22
DORM 11.3%
MBLY —
FY23
DORM 10.6%
MBLY —
FY24
DORM 13.1%
MBLY —
FY25
DORM 12.4%
MBLY —
DORM
MBLY
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.