Hesai Group (NASDAQ:HSAI) vs. Mobileye Global (NASDAQ:MBLY) Head-To-Head Comparison

Hesai Group (NASDAQ:HSAI) and Mobileye Global (NASDAQ:MBLY) are both mid-cap auto/tires/trucks companies, but which is the better investment? We will compare the two businesses based on the strength of their valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Hesai Group	15.70%	8.04%	5.94%
Mobileye Global	-17.34%	0.68%	0.66%

Analyst Recommendations

This is a summary of current ratings for Hesai Group and Mobileye Global, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Hesai Group	0	1	5	2	3.13
Mobileye Global	2	9	10	0	2.38

Hesai Group presently has a consensus target price of $32.26, suggesting a potential upside of 98.04%. Mobileye Global has a consensus target price of $18.94, suggesting a potential upside of 68.69%. Given Hesai Group’s stronger consensus rating and higher possible upside, analysts clearly believe Hesai Group is more favorable than Mobileye Global.

Institutional and Insider Ownership

48.5% of Hesai Group shares are owned by institutional investors. Comparatively, 13.3% of Mobileye Global shares are owned by institutional investors. 2.8% of Mobileye Global shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Volatility and Risk

Hesai Group has a beta of 1.12, meaning that its share price is 12% more volatile than the S&P 500. Comparatively, Mobileye Global has a beta of 0.51, meaning that its share price is 49% less volatile than the S&P 500.

Valuation & Earnings

This table compares Hesai Group and Mobileye Global”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Hesai Group	$284.57 million	7.51	-$14.02 million	$0.42	38.79
Mobileye Global	$1.65 billion	5.53	-$3.09 billion	($0.42)	-26.74

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

Summary

Hesai Group beats Mobileye Global on 12 of the 15 factors compared between the two stocks.

About Hesai Group

Hesai Group, through with its subsidiaries, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR). Its LiDAR products are used in passenger and commercial vehicles with advanced driver assistance systems; autonomous passenger and freight mobility services; and other applications, such as delivery robots, street sweeping robots, and logistics robots in restricted areas. Hesai Group was founded in 2014 and is based in Shanghai, 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.