Head-To-Head Contrast: ECARX (NASDAQ:ECX) vs. Mobileye Global (NASDAQ:MBLY)

ECARX (NASDAQ:ECX) and Mobileye Global (NASDAQ:MBLY) are both consumer discretionary companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, profitability, institutional ownership, dividends, valuation and risk.

Insider & Institutional Ownership

13.3% of Mobileye Global shares are owned by institutional investors. 20.0% of ECARX shares are owned by insiders. Comparatively, 10.0% of Mobileye Global shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent ratings for ECARX and Mobileye Global, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ECARX	1	1	0	0	1.50
Mobileye Global	2	11	10	1	2.42

Mobileye Global has a consensus price target of $12.34, suggesting a potential upside of 44.19%. Given Mobileye Global’s stronger consensus rating and higher possible upside, analysts plainly believe Mobileye Global is more favorable than ECARX.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
ECARX	-2.25%	N/A	-2.75%
Mobileye Global	-201.49%	0.70%	0.67%

Volatility & Risk

ECARX has a beta of 1, indicating that its stock price has a similar volatility profile to the S&P 500.Comparatively, Mobileye Global has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500.

Earnings and Valuation

This table compares ECARX and Mobileye Global”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ECARX	$847.90 million	0.44	-$66.04 million	($0.05)	-21.00
Mobileye Global	$1.89 billion	3.80	-$392.00 million	($4.99)	-1.72

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

Summary

Mobileye Global beats ECARX on 11 of the 15 factors compared between the two stocks.

About ECARX

ECARX Holdings Inc. develops a full stack automotive computing platform to shape the interaction between people and cars by rapidly advancing the technology by smart mobility worldwide. It offers system on chips, central computing platforms, operating systems, and software. Its core products include infotainment head units, digital cockpits, vehicle chip-set solutions, core operating system, and integrated software stack. The company has entered into a strategic partnership agreement with Black Sesame Technologies. The company is based in Shanghai, the People's Republic of China.

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.