Mobileye Global vs Penguin Solutions
Mobileye Global and Penguin Solutions are similar in size: $1.89bn and $1.73bn of revenue in their latest fiscal years. Penguin Solutions grew faster (26.5% against 14.5%). Penguin Solutions kept more of each dollar of sales as profit: a net margin of 10.4% against -20.7%.
| Latest fiscal year | Mobileye GlobalMBLY, 2025 | Penguin SolutionsPENG, 2026 |
|---|---|---|
| Revenue | $1.89bn | $1.73bn |
| Revenue growth | 14.5% | 26.5% |
| Net income | −$392m | $181m |
| Operating margin | -23.2% | — |
| Net margin | -20.7% | 10.4% |
| Return on equity | -3.3% | 39.5% |
| Free cash flow | $523m | −$163m |
| Cash | $1.84bn | $647m |
| Total debt | $0 | $789m |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $100m | $74.4m |
| Employees | 4,200 | 2,800 |
| Market value | $4.64bn | $3.22bn |
| Price vs our value range | Within our value range | — |
| Moat score | 44 (Weak) | 43 (Weak) |
| Insider trades, 12 months | 2 buys, 0 sales | 0 buys, 38 sales |