Mobileye vs XPEL
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The short version
- Mobileye is the larger business, with $1.9B of revenue in fiscal 2025 against $476M for XPEL, about 4.0 times as much.
- Mobileye grew revenue faster (14.5%, against 13.3%).
- XPEL kept more of each dollar of sales as operating profit (13.2% operating margin, against −23.2%).
- Mobileye turned more of its sales into free cash flow (27.6% FCF margin, against 13.2%).
| Latest fiscal year | MBLY · FY25 | XPEL · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.3B | $1.2B |
| Revenue | $1.9B | $476M |
| Free cash flow | $523M | $62.9M |
| Net income | −$392M | $51.2M |
| Growth | ||
| Revenue growth | 14.5% | 13.3% |
| 5-year growth | 14.4% | 24.6% |
| Share count change | 0.5% | 0.1% |
| Profitability | ||
| Gross margin | 47.7% | 42.2% |
| Operating margin | −23.2% | 13.2% |
| Net margin | −20.7% | 10.8% |
| FCF margin | 27.6% | 13.2% |
| Return on capital | — | 23.0% |
| Return on equity | −3.3% | 20.3% |
| Balance sheet | ||
| Net debt | — | −$50.8M |
| Net debt / EBITDA | — | −0.7x |
| Dividends and buybacks | $100M | $3.0M |
| Valuation & quality | ||
| P/E | — | 21.9x |
| Piotroski F-score | — | 5 |
FY18
MBLY —
XPEL $110M
FY19
MBLY —
XPEL $130M
FY20
MBLY $967M
XPEL $159M
FY21
MBLY $1.4B
XPEL $259M
FY22
MBLY $1.9B
XPEL $324M
FY23
MBLY $2.1B
XPEL $396M
FY24
MBLY $1.7B
XPEL $420M
FY25
MBLY $1.9B
XPEL $476M
MBLY
XPEL
FY18
MBLY —
XPEL 10.7%
FY19
MBLY —
XPEL 13.2%
FY20
MBLY −22.0%
XPEL 14.7%
FY21
MBLY −4.1%
XPEL 15.5%
FY22
MBLY −2.0%
XPEL 16.7%
FY23
MBLY −1.6%
XPEL 16.9%
FY24
MBLY −195.0%
XPEL 14.1%
FY25
MBLY −23.2%
XPEL 13.2%
MBLY
XPEL
FY18
MBLY —
XPEL $4.8M
FY19
MBLY —
XPEL $9.4M
FY20
MBLY $180M
XPEL $16.7M
FY21
MBLY $456M
XPEL $11.5M
FY22
MBLY $435M
XPEL $4.1M
FY23
MBLY $296M
XPEL $31.0M
FY24
MBLY $319M
XPEL $41.1M
FY25
MBLY $523M
XPEL $62.9M
MBLY
XPEL
FY18
MBLY —
XPEL —
FY19
MBLY —
XPEL 66.1%
FY20
MBLY —
XPEL 68.1%
FY21
MBLY —
XPEL 60.5%
FY22
MBLY —
XPEL 44.7%
FY23
MBLY —
XPEL 37.5%
FY24
MBLY —
XPEL 25.5%
FY25
MBLY —
XPEL 23.0%
MBLY
XPEL
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.