LKQ Corporation (LKQ) vs Mobileye Global Inc. (MBLY)

LKQ Corporation and Mobileye Global Inc. are both Auto Parts companies. Mobileye Global Inc. is the larger, with a market value of $6.6B against $5.8B — 1.1× the size. Mobileye Global Inc. has negative trailing earnings, so its P/E is not meaningful; LKQ Corporation trades at 12.9×. Mobileye Global Inc. grew revenue faster over the last twelve months: 5.00% against 3.31%. LKQ Corporation has the higher net margin (3.37% vs −201.5%) and the higher return on invested capital (5.38% vs −38.6%). Across the 20 metrics below, LKQ Corporation leads on 10 and Mobileye Global Inc. on 10.

Valuation

Metric LKQ MBLY Auto Parts median
P/E 12.94 n/m 17.92
P/S 0.43 3.26 0.64
P/B 0.92 0.80 1.15
Price to free cash flow 9.49 16.93 12.82
EV/EBITDA 7.16 n/m 7.66
EV/Sales 0.70 2.54 0.73
Earnings yield 7.73% (62.14%) 2.73%
Free cash flow yield 10.54% 5.91% 3.47%

Profitability

Metric LKQ MBLY Auto Parts median
Gross margin 38.34% 47.37% 22.64%
Operating margin 6.35% (207.09%) 3.67%
Net margin 3.37% (201.49%) 1.68%
Free cash flow margin 4.57% 19.25% 2.31%
Return on equity 7.08% (40.07%) 2.35%
Return on assets 2.98% (37.93%) 0.89%
Return on invested capital 5.38% (38.56%) 4.55%

Growth

Metric LKQ MBLY Auto Parts median
Revenue growth (TTM) 3.31% 5.00% 5.00%
EPS growth (last fiscal year) (10.31%) 87.43% —
Revenue growth, 5-year CAGR 3.26% 14.39% 7.78%
Net income growth, 5-year CAGR (0.99%) 0.00% 0.00%

Health

Metric LKQ MBLY Auto Parts median
Debt to equity 0.61 0.00 0.38
Current ratio 1.58 4.60 1.78
Net debt to EBITDA 2.29 (23.84) 1.26

Dividend

Metric LKQ MBLY Auto Parts median
Dividend yield 2.37% — 2.37%
Payout ratio 0.29 — 0.00

Size

Metric LKQ MBLY Auto Parts median
Market cap 5.82b 6.59b 914.31m

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