Financial Analysis: CrowdStrike (NASDAQ:CRWD) vs. Mobileye Global (NASDAQ:MBLY)

Mobileye Global (NASDAQ:MBLY) and CrowdStrike (NASDAQ:CRWD) are both large-cap auto/tires/trucks companies, but which is the better business? We will compare the two companies based on the strength of their dividends, institutional ownership, profitability, analyst recommendations, earnings, valuation and risk.

Earnings and Valuation

This table compares Mobileye Global and CrowdStrike’s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mobileye Global	$2.08 billion	12.07	-$27.00 million	($0.04)	-777.81
CrowdStrike	$3.06 billion	23.56	$89.33 million	$0.36	826.75

CrowdStrike has higher revenue and earnings than Mobileye Global. Mobileye Global is trading at a lower price-to-earnings ratio than CrowdStrike, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent ratings for Mobileye Global and CrowdStrike, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Mobileye Global	1	2	15	0	2.78
CrowdStrike	0	1	37	0	2.97

Mobileye Global currently has a consensus price target of $43.62, indicating a potential upside of 40.16%. CrowdStrike has a consensus price target of $371.87, indicating a potential upside of 24.95%. Given Mobileye Global’s higher probable upside, research analysts clearly believe Mobileye Global is more favorable than CrowdStrike.

Profitability

This table compares Mobileye Global and CrowdStrike’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Mobileye Global	-1.30%	2.91%	2.79%
CrowdStrike	2.92%	6.09%	2.08%

Institutional & Insider Ownership

13.3% of Mobileye Global shares are held by institutional investors. Comparatively, 71.2% of CrowdStrike shares are held by institutional investors. 2.6% of Mobileye Global shares are held by company insiders. Comparatively, 5.7% of CrowdStrike shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Risk & Volatility

Mobileye Global has a beta of -0.21, meaning that its share price is 121% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.05, meaning that its share price is 5% more volatile than the S&P 500.

Summary

CrowdStrike beats Mobileye Global on 12 of the 14 factors compared between the two stocks.

About Mobileye Global

Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide. The company operates through Mobileye and Other segments. It offers Driver Assist comprising ADAS and autonomous vehicle solutions that covers safety features, such as real-time detection of road users, geometry, semantics, and markings to provide safety alerts and emergency interventions; Cloud-Enhanced Driver Assist, a solution for drivers with interpretations of a scene in real-time; Mobileye SuperVision Lite, a navigation and assisted driving solution; and Mobileye SuperVision, an operational point-to-point assisted driving navigation solution on various road types and includes cloud-based enhancements, such as road experience management. The company also provides Mobileye Chauffeur, a first-generation solution for eyes-off/hands-off driving with a human driver still in the driver's seat; Mobileye Drive, a self-driving system comprising of radar and lidar subsystems, as well as collision avoidance systems, including Mobileye 8 Connect for light and medium-duty vehicles, and Mobileye Shield+ for large vehicles. It serves original equipment manufacturers. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. operates as a subsidiary of Intel Overseas Funding Corporation.

About CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.