In the rapidly evolving landscape of autonomous driving technology, Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS) stand out as key players, each driving innovation in their respective niches. Mobileye specializes in advanced driver assistance systems, while MicroVision focuses on lidar sensors critical for automotive safety. Both companies operate within the tech and auto parts sectors, showcasing a significant market overlap in the realm of autonomous vehicles. As an investor, you might wonder which of these companies presents the more compelling opportunity. Let’s explore their strengths and growth potential to determine which one could be the best fit for your portfolio.
Table of contents
Company Overview
Mobileye Global Inc. Overview
Mobileye Global Inc. (NASDAQ: MBLY) is a leader in the development and deployment of advanced driver assistance systems (ADAS) and autonomous driving technologies. Founded in 1999 and based in Jerusalem, Israel, the company focuses on enhancing vehicle safety through its innovative solutions, which include real-time detection of road users and emergency interventions. Mobileye’s product portfolio features cutting-edge technologies like Mobileye SuperVision and Mobileye Chauffeur, catering to both individual drivers and automotive manufacturers. With a market cap of approximately $9.62B, Mobileye operates under the consumer cyclical sector, aiming to revolutionize the driving experience and make roads safer worldwide.
MicroVision, Inc. Overview
MicroVision, Inc. (NASDAQ: MVIS), established in 1993 and headquartered in Redmond, Washington, specializes in developing lidar sensors and advanced display technologies. The company’s expertise lies in its laser beam scanning technology, which supports automotive safety and autonomous driving applications. MicroVision also explores augmented reality (AR) solutions, with products designed for smart home systems and interactive displays. With a market cap around $288M, the company is positioned within the hardware and equipment industry, focusing on delivering innovative solutions that enhance both consumer experience and automotive safety.
Key similarities and differences
Both Mobileye and MicroVision are engaged in the automotive technology sector, aiming to enhance safety and driving experiences. However, while Mobileye focuses on software-driven driver assistance and autonomous vehicle solutions, MicroVision specializes in lidar technology and display systems. This distinction highlights Mobileye’s software-centric approach versus MicroVision’s hardware innovations.
Income Statement Comparison
The following table provides a comparison of the most recent income statements for Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS) to help investors evaluate their financial performance.
| Metric | Mobileye Global Inc. (MBLY) | MicroVision, Inc. (MVIS) |
|---|---|---|
| Market Cap | 9.62B | 287.50M |
| Revenue | 1.65B | 4.70M |
| EBITDA | -2.66B | -70.98M |
| EBIT | -3.16B | -75.20M |
| Net Income | -3.09B | -96.92M |
| EPS | -3.82 | -0.46 |
| Fiscal Year | 2024 | 2024 |
Interpretation of Income Statement
In the most recent fiscal year, Mobileye experienced a significant drop in revenue from 2.08B in 2023 to 1.65B, indicating a concerning trend. Their net income further deteriorated, reflecting a loss of 3.09B. Meanwhile, MicroVision reported minimal revenue growth from 7.26M in 2023 to only 4.70M in 2024, leading to a net loss of 96.92M. Both companies are facing challenges in controlling costs, with negative EBITDA figures highlighting operational inefficiencies. Overall, both firms show signs of financial struggle, warranting caution for potential investors.
Financial Ratios Comparison
This section provides a comparative analysis of the latest financial ratios and metrics for Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS).
| Metric | Mobileye (MBLY) | MicroVision (MVIS) |
|---|---|---|
| ROE | -25.56% | -198.72% |
| ROIC | -25.70% | -83.29% |
| P/E | -5.24 | -2.83 |
| P/B | 1.34 | 5.63 |
| Current Ratio | 6.53 | 1.79 |
| Quick Ratio | 5.28 | 1.74 |
| D/E | 0.004 | 1.06 |
| Debt-to-Assets | 0.004 | 0.426 |
| Interest Coverage | 0 | -19.19 |
| Asset Turnover | 0.13 | 0.04 |
| Fixed Asset Turnover | 3.61 | 0.20 |
| Payout Ratio | 0% | 0% |
| Dividend Yield | 0% | 0% |
Interpretation of Financial Ratios
Both companies exhibit negative profitability metrics, with Mobileye showing a slightly better return on equity (ROE) and return on invested capital (ROIC) compared to MicroVision. Mobileye’s current and quick ratios indicate strong liquidity, whereas MicroVision’s ratios suggest potential liquidity concerns. The debt-to-equity (D/E) ratio for MicroVision highlights a much higher reliance on debt, raising risk levels. Both companies lack dividend payouts, reflecting their focus on reinvesting earnings. Overall, while Mobileye shows some strengths in liquidity and efficiency, both companies face significant challenges with profitability and debt management.
Dividend and Shareholder Returns
Mobileye Global Inc. (MBLY) does not pay dividends, citing a reinvestment strategy focused on innovation and growth. The company is currently in a high-growth phase, prioritizing R&D over immediate shareholder returns. Although it engages in share buybacks, the lack of dividends raises questions about sustainable shareholder value creation.
MicroVision, Inc. (MVIS) also does not distribute dividends, primarily due to negative net income and ongoing investments in product development. This approach reflects a commitment to long-term growth, but the absence of returns may concern some investors regarding immediate value.
In both cases, the lack of dividends suggests a potential for future value creation, contingent on successful execution of their growth strategies.
Strategic Positioning
In the competitive landscape of advanced driving technologies, Mobileye Global Inc. (MBLY) holds a significant market share with its comprehensive suite of ADAS solutions, positioning itself as a leader in safety and autonomous driving. In contrast, MicroVision, Inc. (MVIS), while innovative in lidar sensor technology, faces intense competitive pressure and is still establishing its foothold in the automotive sector. Technological disruptions continue to challenge both firms, necessitating ongoing adaptation to maintain relevance in this dynamic market.
Stock Comparison
In the past year, both Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS) have experienced significant declines in their stock prices, reflecting broader market dynamics and investor sentiment.
Trend Analysis
Analyzing Mobileye Global Inc. (MBLY), the stock has seen a price change of -61.23% over the past year, indicating a bearish trend. The highest price recorded was 32.15, while the lowest was 10.91. The trend has been characterized by deceleration, with recent data showing a further decline of -13.15% from September 14, 2025, to November 30, 2025. The standard deviation for this recent period is 1.1, suggesting moderate volatility.
For MicroVision, Inc. (MVIS), the stock has dropped by -64.59% over the same timeframe, also reflecting a bearish trend. The highest and lowest prices in this period were 2.66 and 0.82, respectively. Similar to MBLY, MVIS has displayed a deceleration in its trend, with a recent decline of -17.38% from September 14, 2025, to November 30, 2025. The standard deviation here is 0.15, indicating low volatility.
Both stocks are under pressure, and I advise investors to consider this data carefully while making any investment decisions.
Analyst Opinions
Recent analyst recommendations indicate a cautious outlook for Mobileye Global Inc. (MBLY), with a rating of C+ and an overall score of 2. Analysts highlight strong discounted cash flow metrics but express concerns regarding its return on equity and assets. In contrast, MicroVision, Inc. (MVIS) has a D+ rating, signaling significant risk, primarily due to poor cash flow and profitability metrics. The consensus for MBLY leans towards a hold, while MVIS is generally viewed as a sell for 2025.
Stock Grades
In the current investment landscape, it’s crucial to stay informed about the latest stock ratings from reliable sources. Here’s a look at the stock grades for Mobileye Global Inc. and MicroVision, Inc.
Mobileye Global Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Goldman Sachs | maintain | Neutral | 2025-11-26 |
| Tigress Financial | maintain | Buy | 2025-10-30 |
| TD Cowen | maintain | Buy | 2025-10-24 |
| Mizuho | maintain | Neutral | 2025-10-24 |
| Barclays | maintain | Equal Weight | 2025-10-10 |
| Goldman Sachs | maintain | Neutral | 2025-09-29 |
| B of A Securities | maintain | Neutral | 2025-09-10 |
| Baird | maintain | Outperform | 2025-09-03 |
| RBC Capital | maintain | Sector Perform | 2025-07-29 |
| Canaccord Genuity | maintain | Buy | 2025-07-25 |
MicroVision, Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| D. Boral Capital | maintain | Buy | 2025-11-12 |
| WestPark Capital | maintain | Buy | 2025-10-21 |
| WestPark Capital | maintain | Buy | 2025-09-05 |
| D. Boral Capital | maintain | Buy | 2025-09-02 |
| WestPark Capital | maintain | Buy | 2025-08-27 |
| D. Boral Capital | maintain | Buy | 2025-08-11 |
| D. Boral Capital | maintain | Buy | 2025-05-21 |
| D. Boral Capital | maintain | Buy | 2025-05-13 |
| WestPark Capital | maintain | Buy | 2025-03-27 |
| D. Boral Capital | maintain | Buy | 2025-03-25 |
Overall, Mobileye shows a mix of neutral to buy ratings, indicating stability, while MicroVision consistently maintains a strong buy rating from multiple sources, suggesting solid investor confidence.
Target Prices
The consensus target prices for the following companies indicate varying expectations among analysts.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| Mobileye Global Inc. | 25 | 13 | 18.33 |
| MicroVision, Inc. | 5 | 5 | 5 |
Analysts expect Mobileye Global Inc. to potentially reach a target price of 18.33, which reflects a significant upside from its current price of 11.82. In contrast, MicroVision, Inc. has a consensus target of 5, indicating stability around its current price of 0.94.
Strengths and Weaknesses
The following table outlines the strengths and weaknesses of Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS) based on the most recent data.
| Criterion | Mobileye Global Inc. (MBLY) | MicroVision, Inc. (MVIS) |
|---|---|---|
| Diversification | High (ADAS and autonomous tech) | Low (Focused on lidar tech) |
| Profitability | Negative profit margins | Negative profit margins |
| Innovation | Strong R&D investments | Emerging technology, but limited market traction |
| Global presence | Strong presence globally | Limited presence |
| Market Share | Growing in automotive sector | Niche market |
| Debt level | Very low debt (0.004) | Moderate debt (0.115) |
Key takeaways indicate that while Mobileye has a strong market presence and low debt levels, MicroVision struggles with profitability and market traction. Both companies are innovative but operate in very different scopes within the tech industry.
Risk Analysis
In this section, I will provide a summary of the primary risks associated with Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS). The following table outlines the key risks for each company.
| Metric | Mobileye Global Inc. | MicroVision, Inc. |
|---|---|---|
| Market Risk | Moderate | High |
| Regulatory Risk | Low | High |
| Operational Risk | Moderate | High |
| Environmental Risk | Low | Moderate |
| Geopolitical Risk | Moderate | High |
Synthesis of Risks: Mobileye faces moderate market and operational risks due to competition in the autonomous vehicle sector. Conversely, MicroVision’s high regulatory and operational risks stem from its reliance on the evolving lidar technology market, which is subject to rapid changes and stringent regulations.
Which one to choose?
When comparing Mobileye Global Inc. (MBLY) and MicroVision, Inc. (MVIS), Mobileye appears to be the stronger candidate for investment. Despite both companies showing negative net profit margins, MBLY has a higher gross profit margin of 44.8% compared to MVIS’s -60.3%. Additionally, MBLY has a more favorable rating of C+ against MVIS’s D+, indicating better overall performance and stability. Analyst opinions lean towards MBLY, which also has a higher market capitalization at $16.2B versus MVIS’s $274M.
Investors focused on growth may prefer Mobileye, reflecting its stronger fundamentals and market position. In contrast, those prioritizing risk management might find MicroVision’s low market cap a concern due to its significant losses and higher volatility.
Specific risks include competition in the autonomous vehicle sector for MBLY and market dependence for MVIS.
Disclaimer: This article is not financial advice. Each investor is responsible for their own investment decisions.
Go further
I encourage you to read the complete analyses of Mobileye Global Inc. and MicroVision, Inc. to enhance your investment decisions:
