Mobileye vs XPEL
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KIRA’s take AI analyst
I put Mobileye and XPEL 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 $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%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Mobileye
MBLY
3/8
Revenue growthGross marginFCF margin
XPEL
XPEL
5/8
5-year growthOperating marginNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | MBLY FY25 | XPEL FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.4B | $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 |
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.