Diodes vs Mobileye Global
Mobileye Global is the larger business, with $1.89bn of revenue in fiscal 2025 against $1.48bn for Diodes (1.3 times as much). Mobileye Global grew faster (14.5% against 13.0%). Diodes kept more of each dollar of sales as profit: a net margin of 4.5% against -20.7%. Mobileye Global carries less debt relative to equity (0.0% against 3.0%).
| Latest fiscal year | DiodesDIOD, 2025 | Mobileye GlobalMBLY, 2025 |
|---|---|---|
| Revenue | $1.48bn | $1.89bn |
| Revenue growth | 13.0% | 14.5% |
| Net income | $66.1m | −$392m |
| Operating margin | 2.4% | -23.2% |
| Net margin | 4.5% | -20.7% |
| Return on equity | 3.6% | -3.3% |
| Free cash flow | $137m | $523m |
| Cash | $367m | $1.84bn |
| Total debt | $55.9m | $0 |
| Debt to equity | 3.0% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $33.8m | $100m |
| Employees | 7,989 | 4,200 |
| Market value | $3.86bn | $4.64bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 65 (Moderate) | 44 (Weak) |
| Insider trades, 12 months | 0 buys, 29 sales | 2 buys, 0 sales |