Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally. It operates through two segments, Mobileye and Moovit. It offers end-to-end ADAS and autonomous driving solutions, including Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; …
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Competitive advantage assessment
Key strengths
Consistent Cash GenerationCash generation is strong and consistent (score 0.98).
Cash Generation ConsistentCash generation is consistent (score 0.98), indicating reliable business model.
Key risks
ROIC Below WACC or PeersROIC at 34.5th percentile suggests inefficient capital deployment.
Below-Peer Operating EfficiencyOperating margin at 32.1th percentile indicates below-peer efficiency.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Mobileye Global Inc. ranks #27 of 60
scored companies in Auto Parts by moat score — the top 45%.
The widest moat in the group is Allison Transmission Holdings, (ALSN)
at 83/100.
Moat scores for companies ranked near MBLY in Auto Parts
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 54
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 71
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 33
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 81
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 42
· 15% of the moat score
Scale matters only when it converts into economics.
Mobileye Global Inc. (MBLY) scores 50 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #27 of 60 scored companies in Auto Parts, the top 45%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 59 companies in Auto Parts. Its strongest defense is Resilience (81/100) and its weakest is Pricing Power (27/100).
How does Mobileye Global Inc. compare with other Auto Parts companies?
Mobileye Global Inc. ranks #27 of 60 scored companies in Auto Parts by moat score. The widest moat in Auto Parts is Allison Transmission Holdings, (ALSN) at 83/100. The companies ranked closest are American Axle & Manufacturing H (AXL) at 53 just above it and Adient plc (ADNT) at 49 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 59 companies in Auto Parts. The defenses are then weighted to produce the overall score out of 100.
Why is Mobileye Global Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Mobileye Global Inc.?
The Corporate Default template measures 6 defenses, and MBLY scores: Pricing Power (27), Cost Advantage (54), Customer Stickiness (71), Capital Efficiency (33), Resilience (81), Scale & Market Position (42). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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