BorgWarner Inc. (BWA) vs Mobileye Global Inc. (MBLY)

BorgWarner Inc. and Mobileye Global Inc. are both Auto Parts companies. BorgWarner Inc. is the larger, with a market value of $12.1B against $6.6B — 1.8× the size. Mobileye Global Inc. has negative trailing earnings, so its P/E is not meaningful; BorgWarner Inc. trades at 30.4×. Mobileye Global Inc. grew revenue faster over the last twelve months: 5.00% against 2.16%. BorgWarner Inc. has the higher net margin (2.89% vs −201.5%) and the higher return on invested capital (6.20% vs −38.6%). Across the 20 metrics below, BorgWarner Inc. leads on 10 and Mobileye Global Inc. on 10.

Valuation

Metric BWA MBLY Auto Parts median
P/E 30.36 n/m 17.92
P/S 0.87 3.26 0.64
P/B 2.15 0.80 1.15
Price to free cash flow 9.69 16.93 12.82
EV/EBITDA 9.94 n/m 7.66
EV/Sales 0.97 2.54 0.73
Earnings yield 3.29% (62.14%) 2.73%
Free cash flow yield 10.31% 5.91% 3.47%

Profitability

Metric BWA MBLY Auto Parts median
Gross margin 19.47% 47.37% 22.64%
Operating margin 4.99% (207.09%) 3.67%
Net margin 2.89% (201.49%) 1.68%
Free cash flow margin 8.95% 19.25% 2.31%
Return on equity 6.99% (40.07%) 2.35%
Return on assets 2.93% (37.93%) 0.89%
Return on invested capital 6.20% (38.56%) 4.55%

Growth

Metric BWA MBLY Auto Parts median
Revenue growth (TTM) 2.16% 5.00% 5.00%
EPS growth (last fiscal year) (14.67%) 87.43% —
Revenue growth, 5-year CAGR 7.09% 14.39% 7.78%
Net income growth, 5-year CAGR (11.14%) 0.00% 0.00%

Health

Metric BWA MBLY Auto Parts median
Debt to equity 0.67 0.00 0.38
Current ratio 2.13 4.60 1.78
Net debt to EBITDA 1.26 (23.84) 1.26

Dividend

Metric BWA MBLY Auto Parts median
Dividend yield 1.85% — 2.37%
Payout ratio 0.17 — 0.00

Size

Metric BWA MBLY Auto Parts median
Market cap 12.06b 6.59b 914.31m

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