Aptiv PLC (APTV) vs Mobileye Global Inc. (MBLY)

Aptiv PLC and Mobileye Global Inc. are both Auto Parts companies. Aptiv PLC is the larger, with a market value of $9.1B against $6.6B — 1.4× the size. Mobileye Global Inc. has negative trailing earnings, so its P/E is not meaningful; Aptiv PLC trades at 42.3×. Aptiv PLC grew revenue faster over the last twelve months: 16.6% against 5.00%. Aptiv PLC has the higher net margin (1.06% vs −201.5%) and the higher return on invested capital (5.42% vs −38.6%). Across the 20 metrics below, Aptiv PLC leads on 11 and Mobileye Global Inc. on 9.

Valuation

Metric APTV MBLY Auto Parts median
P/E 42.25 n/m 17.92
P/S 0.46 3.26 0.64
P/B 1.08 0.80 1.15
Price to free cash flow 15.09 16.93 12.82
EV/EBITDA 5.01 n/m 7.66
EV/Sales 0.68 2.54 0.73
Earnings yield 2.37% (62.14%) 2.73%
Free cash flow yield 6.63% 5.91% 3.47%

Profitability

Metric APTV MBLY Auto Parts median
Gross margin 19.01% 47.37% 22.64%
Operating margin 5.58% (207.09%) 3.67%
Net margin 1.06% (201.49%) 1.68%
Free cash flow margin 3.38% 19.25% 2.31%
Return on equity 2.36% (40.07%) 2.35%
Return on assets 1.05% (37.93%) 0.89%
Return on invested capital 5.42% (38.56%) 4.55%

Growth

Metric APTV MBLY Auto Parts median
Revenue growth (TTM) 16.58% 5.00% 5.00%
EPS growth (last fiscal year) (89.22%) 87.43% —
Revenue growth, 5-year CAGR 9.32% 14.39% 7.78%
Net income growth, 5-year CAGR (37.78%) 0.00% 0.00%

Health

Metric APTV MBLY Auto Parts median
Debt to equity 0.61 0.00 0.38
Current ratio 2.02 4.60 1.78
Net debt to EBITDA 2.01 (23.84) 1.26

Dividend

Metric APTV MBLY Auto Parts median
Dividend yield 0.08% — 2.37%
Payout ratio 0.00 — 0.00

Size

Metric APTV MBLY Auto Parts median
Market cap 9.07b 6.59b 914.31m

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