Shorts and Clips
2026-07-25
Mobileye Beat & Raised — Then Fell 15%. MBLY Bargain or Trap? #Shorts
A fast Charged Alpha clip pointing viewers into the latest earnings coverage.
Competitive view
MBLY vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
Latest video
Q2 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
YouTube
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
MBLY
$2.13B
MBLY
SSNC
$18.76B
SS&C Technologies Holdings Inc.
DHR
$139.93B
Danaher Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
MBLY
—
MBLY
SSNC
21.6x
SS&C Technologies Holdings Inc.
DHR
35.1x
Danaher Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
MBLY
18.2x
MBLY
SSNC
10.1x
SS&C Technologies Holdings Inc.
DHR
21.5x
Danaher Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
MBLY
0.4%
MBLY
SSNC
10.3%
SS&C Technologies Holdings Inc.
DHR
5.5%
Danaher Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
MBLY
—
MBLY
SSNC
34.7%
SS&C Technologies Holdings Inc.
DHR
59.7%
Danaher Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
MBLY
-5.9%
MBLY
SSNC
24.6%
SS&C Technologies Holdings Inc.
DHR
19.8%
Danaher Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
MBLY
47.4%
MBLY
SSNC
48.1%
SS&C Technologies Holdings Inc.
DHR
58.8%
Danaher Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
MBLY
-201.5%
MBLY
SSNC
13.2%
SS&C Technologies Holdings Inc.
DHR
15.9%
Danaher Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
MBLY
-40.1%
MBLY
SSNC
12.6%
SS&C Technologies Holdings Inc.
DHR
7.6%
Danaher Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
MBLY
30.7%
MBLY
SSNC
6.9%
SS&C Technologies Holdings Inc.
DHR
3.1%
Danaher Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
MBLY
—
MBLY
SSNC
115.90x
SS&C Technologies Holdings Inc.
DHR
52.97x
Danaher Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
MBLY
4.60x
MBLY
SSNC
1.06x
SS&C Technologies Holdings Inc.
DHR
1.65x
Danaher Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
MBLY
1.16
MBLY
SSNC
1.11
SS&C Technologies Holdings Inc.
DHR
0.82
Danaher Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
MBLY
—
MBLY
SSNC
0.7%
SS&C Technologies Holdings Inc.
DHR
0.7%
Danaher Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
MBLY
46.6%
MBLY
SSNC
18.5%
SS&C Technologies Holdings Inc.
DHR
14.3%
Danaher Corporation