Gentex Corporation (GNTX) vs Mobileye Global Inc. (MBLY)

Gentex Corporation and Mobileye Global Inc. are both Auto Parts companies. Mobileye Global Inc. is the larger, with a market value of $6.6B against $4.6B — 1.4× the size. Mobileye Global Inc. has negative trailing earnings, so its P/E is not meaningful; Gentex Corporation trades at 11.9×. Gentex Corporation grew revenue faster over the last twelve months: 10.1% against 5.00%. Gentex Corporation has the higher net margin (15.3% vs −201.5%) and the higher return on invested capital (13.8% vs −38.6%). Across the 19 metrics below, Gentex Corporation leads on 12 and Mobileye Global Inc. on 7.

Valuation

Metric GNTX MBLY Auto Parts median
P/E 11.93 n/m 17.92
P/S 1.79 3.26 0.64
P/B 1.85 0.80 1.15
Price to free cash flow 9.30 16.93 12.82
EV/EBITDA 7.28 n/m 7.66
EV/Sales 1.70 2.54 0.73
Earnings yield 8.39% (62.14%) 2.73%
Free cash flow yield 10.75% 5.91% 3.47%

Profitability

Metric GNTX MBLY Auto Parts median
Gross margin 35.00% 47.37% 22.64%
Operating margin 19.32% (207.09%) 3.67%
Net margin 15.26% (201.49%) 1.68%
Free cash flow margin 19.24% 19.25% 2.31%
Return on equity 16.13% (40.07%) 2.35%
Return on assets 13.78% (37.93%) 0.89%
Return on invested capital 13.82% (38.56%) 4.55%

Growth

Metric GNTX MBLY Auto Parts median
Revenue growth (TTM) 10.13% 5.00% 5.00%
EPS growth (last fiscal year) (1.14%) 87.43% —
Revenue growth, 5-year CAGR 8.46% 14.39% 7.78%
Net income growth, 5-year CAGR 2.05% 0.00% 0.00%

Health

Metric GNTX MBLY Auto Parts median
Debt to equity 0.00 0.00 0.38
Current ratio 3.04 4.60 1.78
Net debt to EBITDA (0.26) (23.84) 1.26

Dividend

Metric GNTX MBLY Auto Parts median
Dividend yield 1.41% — 2.37%
Payout ratio 0.31 — 0.00

Size

Metric GNTX MBLY Auto Parts median
Market cap 4.64b 6.59b 914.31m

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