Lear Corporation (LEA) vs Mobileye Global Inc. (MBLY)

Lear Corporation and Mobileye Global Inc. are both Auto Parts companies. Mobileye Global Inc. is the larger, with a market value of $6.6B against $5.9B — 1.1× the size. Mobileye Global Inc. has negative trailing earnings, so its P/E is not meaningful; Lear Corporation trades at 11.4×. Mobileye Global Inc. grew revenue faster over the last twelve months: 5.00% against 3.54%. Lear Corporation has the higher net margin (2.35% vs −201.5%) and the higher return on invested capital (7.73% vs −38.6%). Across the 20 metrics below, Lear Corporation leads on 11 and Mobileye Global Inc. on 9.

Valuation

Metric LEA MBLY Auto Parts median
P/E 11.44 n/m 17.92
P/S 0.26 3.26 0.64
P/B 1.16 0.80 1.15
Price to free cash flow 7.27 16.93 12.82
EV/EBITDA 5.11 n/m 7.66
EV/Sales 0.33 2.54 0.73
Earnings yield 8.74% (62.14%) 2.73%
Free cash flow yield 13.76% 5.91% 3.47%

Profitability

Metric LEA MBLY Auto Parts median
Gross margin 6.86% 47.37% 22.64%
Operating margin 3.67% (207.09%) 3.67%
Net margin 2.35% (201.49%) 1.68%
Free cash flow margin 3.58% 19.25% 2.31%
Return on equity 10.55% (40.07%) 2.35%
Return on assets 3.59% (37.93%) 0.89%
Return on invested capital 7.73% (38.56%) 4.55%

Growth

Metric LEA MBLY Auto Parts median
Revenue growth (TTM) 3.54% 5.00% 5.00%
EPS growth (last fiscal year) (9.14%) 87.43% —
Revenue growth, 5-year CAGR 6.41% 14.39% 7.78%
Net income growth, 5-year CAGR 22.48% 0.00% 0.00%

Health

Metric LEA MBLY Auto Parts median
Debt to equity 0.51 0.00 0.38
Current ratio 1.31 4.60 1.78
Net debt to EBITDA 1.16 (23.84) 1.26

Dividend

Metric LEA MBLY Auto Parts median
Dividend yield 2.33% — 2.37%
Payout ratio 0.35 — 0.00

Size

Metric LEA MBLY Auto Parts median
Market cap 5.86b 6.59b 914.31m

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