Mobileye vs Standard Motor Products
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KIRA’s take AI analyst
I put Mobileye and Standard Motor Products side by side, using each one’s latest annual report. Here is what stands out:
- Mobileye is the larger business, with $1.9B of revenue in fiscal 2025 against $1.8B for Standard Motor Products.
- Standard Motor Products grew revenue faster (22.4%, against 14.5%).
- Standard Motor Products kept more of each dollar of sales as operating profit (7.6% operating margin, against −23.2%).
- Mobileye turned more of its sales into free cash flow (27.6% FCF margin, against 1.0%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Mobileye
MBLY
4/8
5-year growthGross marginFCF marginShare count change
Standard Motor Products
SMP
4/8
Revenue growthOperating marginNet marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | MBLY FY25 | SMP FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.4B | $853M |
| Revenue | $1.9B | $1.8B |
| Free cash flow | $523M | $18.7M |
| Net income | −$392M | $41.3M |
| Growth | ||
| Revenue growth | 14.5% | 22.4% |
| 5-year growth | 14.4% | 9.7% |
| Share count change | 0.5% | 1.1% |
| Profitability | ||
| Gross margin | 47.7% | 31.2% |
| Operating margin | −23.2% | 7.6% |
| Net margin | −20.7% | 2.3% |
| FCF margin | 27.6% | 1.0% |
| Return on capital | — | 8.3% |
| Return on equity | −3.3% | 6.4% |
| Balance sheet | ||
| Net debt | — | $547M |
| Net debt / EBITDA | — | 3.0x |
| Dividends and buybacks | $100M | $27.3M |
| Valuation & quality | ||
| P/E | — | 16.6x |
| Piotroski F-score | — | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.