MBLY vs ON Comparison: AI Score, Valuation, Performance and Upside
Compare Mobileye's ADAS software/silicon platform against ON Semiconductor's power and sensing chips for EVs and ADAS.
Use this Mobileye vs ON Semiconductor comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
ON holds the edge across 5 of 5 key metrics in this comparison. ON leads on both 1-year return (+34.38%) and forward P/E quality (16.03x vs 17.57x for MBLY), a relatively favorable combination of momentum and valuation. ON leads on both revenue growth (9.20%) and operating margin (19.53%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ON (+48.30%) than for MBLY (+41.71%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | MBLY | ON |
|---|---|---|
| AI scorei | 23.0 | 65.0 |
| AI ranki | #3890 | #82 |
| Latest closei | $7.82 | $66.60 |
| 1M returni | -15.28% | -20.12% |
| 6M returni | +2.62% | +10.16% |
| 1Y returni | -43.25% | +34.38% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MBLY | ON |
|---|---|---|
| 1Y ago | $5.67K (-43.3%) started 2025-09-16 | $13.37K (+33.7%) started 2025-09-17 |
| 5Y ago | $2.7K (-73.0%) started 2022-10-26 | $13.97K (+39.7%) started 2021-09-20 |
| 10Y ago | $2.7K (-73.0%) started 2022-10-26 | $57.81K (+478.1%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | MBLY | ON |
|---|---|---|
| Market capi | $7.26B | $28.27B |
| Trailing P/Ei | N/A | 47.46 |
| Forward P/Ei | 17.57 | 16.03 |
| Price/Salesi | N/A | 3.15 |
| EV/Revenuei | 2.81 | 4.70 |
| Analyst targeti | $12.11 | $107.68 |
| Target upsidei | +41.71% | +48.30% |
| Metric | MBLY | ON |
|---|---|---|
| Revenue growthi | 0.40% | 9.20% |
| Earnings growthi | N/A | 36.60% |
| EPS growthi | N/A | +36.60% |
| FCF margini | +32.45% | +26.73% |
| Operating margini | -5.91% | 19.53% |
| Profit margini | -201.49% | 10.17% |
| ROIC proxyi | -40.07% | 8.31% |
| Return on equityi | -40.07% | 8.31% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.20 | 2.02 |
| Debt/equityi | N/A | 65.06 |
| Current ratioi | 4.60 | 3.46 |
| Quick ratioi | 3.65 | 2.29 |
Over the past year, MBLY and ON have moved weakly in the same direction (correlation of 0.40), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MBLY | ON |
|---|---|---|---|
| 1Y | Growthi | -43.25% | +33.73% |
| CAGRi | -43.27% | +33.82% | |
| Volatilityi | 56.49% | 63.02% | |
| Sharpe ratioi | -0.80 | 0.71 | |
| Sortino ratioi | -1.12 | 1.02 | |
| Max drawdowni | 57.79% | 50.27% | |
| Current drawdowni | 49.68% | 50.27% | |
| Avg drawdowni | 35.06% | 13.84% | |
| Ulcer Indexi | 37.98% | 20.39% | |
| Max daily dropi | 14.92% | 23.66% | |
| Max wkly dropi | 19.02% | 32.67% | |
| 5Y | Growthi | -73.01% | +39.71% |
| CAGRi | -28.58% | +6.93% | |
| Volatilityi | 60.84% | 55.67% | |
| Sharpe ratioi | -0.32 | 0.32 | |
| Sortino ratioi | -0.46 | 0.46 | |
| Max drawdowni | 86.05% | 70.44% | |
| Current drawdowni | 83.37% | 50.27% | |
| Avg drawdowni | 49.59% | 27.81% | |
| Ulcer Indexi | 56.86% | 33.29% | |
| Max daily dropi | 24.55% | 23.66% | |
| Max wkly dropi | 31.84% | 32.67% | |
| 10Y | Growthi | -73.01% | +478.12% |
| CAGRi | -28.58% | +19.19% | |
| Volatilityi | 60.84% | 52.32% | |
| Sharpe ratioi | -0.32 | 0.51 | |
| Sortino ratioi | -0.46 | 0.74 | |
| Max drawdowni | 86.05% | 70.44% | |
| Current drawdowni | 83.37% | 50.27% | |
| Avg drawdowni | 49.59% | 21.41% | |
| Ulcer Indexi | 56.86% | 27.44% | |
| Max daily dropi | 24.55% | 26.84% | |
| Max wkly dropi | 31.84% | 43.93% |
| Category | MBLY | ON |
|---|---|---|
| Company | MBLY | ON |
| Sector | Consumer Cyclical | Technology |
| Industry | Auto Parts | Semiconductors |
| Core business | 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. | ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. |
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