Mobix Labs (NASDAQ:MOBX) vs. Ambarella (NASDAQ:AMBA) Head-To-Head Analysis

Ambarella (NASDAQ:AMBA) and Mobix Labs (NASDAQ:MOBX) are both computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk.

Valuation & Earnings

This table compares Ambarella and Mobix Labs”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Ambarella	$284.86 million	11.92	-$117.13 million	($2.11)	-37.95
Mobix Labs	$6.44 million	10.28	-$20.03 million	($1.10)	-1.10

Mobix Labs has lower revenue, but higher earnings than Ambarella. Ambarella is trading at a lower price-to-earnings ratio than Mobix Labs, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Ambarella and Mobix Labs’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Ambarella	-25.46%	-14.82%	-12.14%
Mobix Labs	-381.82%	-5,149.05%	-113.77%

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Ambarella and Mobix Labs, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Ambarella	0	3	8	0	2.73
Mobix Labs	0	0	0	0	0.00

Ambarella presently has a consensus price target of $93.88, suggesting a potential upside of 17.24%. Given Ambarella’s stronger consensus rating and higher possible upside, analysts plainly believe Ambarella is more favorable than Mobix Labs.

Institutional & Insider Ownership

82.1% of Ambarella shares are owned by institutional investors. Comparatively, 8.6% of Mobix Labs shares are owned by institutional investors. 5.7% of Ambarella shares are owned by insiders. Comparatively, 32.0% of Mobix Labs shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Volatility and Risk

Ambarella has a beta of 2.09, suggesting that its share price is 109% more volatile than the S&P 500. Comparatively, Mobix Labs has a beta of -0.05, suggesting that its share price is 105% less volatile than the S&P 500.

Summary

Ambarella beats Mobix Labs on 10 of the 14 factors compared between the two stocks.

About Ambarella

Ambarella, Inc. develops semiconductor solutions that enable high-definition (HD) and ultra HD compression, image signal processing, and artificial intelligence processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; enterprise and public class, and home security camera; and robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the enterprise, home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

About Mobix Labs

Mobix Labs, Inc., a fabless semiconductor company, provides wireless and connectivity solutions for next generation communication systems, including C-Band and mmWave 5G and high bandwidth cable applications. Its products include True5G chipset solutions; true xero active optical cables and related products designed to deliver fiber optic connectivity for a range of applications, including 5G infrastructure, autonomous vehicles, Pro A/V, AR/VR, remote medical systems, and others; electromagnetic interference filters deployed in aerospace, military, defense, medical, and healthcare products. The company was incorporated in 2020 and is based in Irvine, California. Mobix Labs, Inc. operates as a subsidiary of YDENS HOLDINGS, LLC.