Mobileye vs Gentherm
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The short version
- Mobileye is the larger business, with $1.9B of revenue in fiscal 2025 against $1.5B for Gentherm.
- Mobileye grew revenue faster (14.5%, against 2.9%).
- Gentherm kept more of each dollar of sales as operating profit (5.5% operating margin, against −23.2%).
- Mobileye turned more of its sales into free cash flow (27.6% FCF margin, against 4.1%).
| Latest fiscal year | MBLY · FY25 | THRM · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.3B | $878M |
| Revenue | $1.9B | $1.5B |
| Free cash flow | $523M | $61.1M |
| Net income | −$392M | $18.3M |
| Growth | ||
| Revenue growth | 14.5% | 2.9% |
| 5-year growth | 14.4% | 10.4% |
| Share count change | 0.5% | −1.7% |
| Profitability | ||
| Gross margin | 47.7% | 24.2% |
| Operating margin | −23.2% | 5.5% |
| Net margin | −20.7% | 1.2% |
| FCF margin | 27.6% | 4.1% |
| Return on capital | — | 5.8% |
| Return on equity | −3.3% | 2.7% |
| Balance sheet | ||
| Net debt | — | $28.3M |
| Net debt / EBITDA | — | 0.2x |
| Dividends and buybacks | $100M | $10.0M |
| Valuation & quality | ||
| P/E | — | 98.6x |
| Piotroski F-score | — | 6 |
Revenue
FY16
MBLY —
THRM $918M
FY17
MBLY —
THRM $994M
FY18
MBLY —
THRM $1.0B
FY19
MBLY —
THRM $972M
FY20
MBLY $967M
THRM $913M
FY21
MBLY $1.4B
THRM $1.0B
FY22
MBLY $1.9B
THRM $1.2B
FY23
MBLY $2.1B
THRM $1.5B
FY24
MBLY $1.7B
THRM $1.5B
FY25
MBLY $1.9B
THRM $1.5B
MBLY
THRM
Operating margin
FY16
MBLY —
THRM 11.6%
FY17
MBLY —
THRM 9.8%
FY18
MBLY —
THRM 6.9%
FY19
MBLY —
THRM 8.7%
FY20
MBLY −22.0%
THRM 9.8%
FY21
MBLY −4.1%
THRM 11.0%
FY22
MBLY −2.0%
THRM 4.0%
FY23
MBLY −1.6%
THRM 5.3%
FY24
MBLY −195.0%
THRM 7.4%
FY25
MBLY −23.2%
THRM 5.5%
MBLY
THRM
Free cash flow
FY16
MBLY —
THRM $42.1M
FY17
MBLY —
THRM −$0.9M
FY18
MBLY —
THRM $76.9M
FY19
MBLY —
THRM $95.1M
FY20
MBLY $180M
THRM $93.5M
FY21
MBLY $456M
THRM $105M
FY22
MBLY $435M
THRM −$24.8M
FY23
MBLY $296M
THRM $81.7M
FY24
MBLY $319M
THRM $36.3M
FY25
MBLY $523M
THRM $61.1M
MBLY
THRM
Return on capital
FY16
MBLY —
THRM 18.6%
FY17
MBLY —
THRM 9.4%
FY18
MBLY —
THRM 8.9%
FY19
MBLY —
THRM 12.7%
FY20
MBLY —
THRM 12.7%
FY21
MBLY —
THRM 18.7%
FY22
MBLY —
THRM 4.9%
FY23
MBLY —
THRM 7.7%
FY24
MBLY —
THRM 9.6%
FY25
MBLY —
THRM 5.8%
MBLY
THRM
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.