KDK vs MBLY vs LAZR vs INVZ vs OUST

For growth investors, Innoviz Technologies Ltd.

(INVZ) is the stronger pick with 127. 0% revenue growth year-over-year, versus -74. 6% for Kodiak AI, Inc. Common Stock (KDK). Analysts rate Kodiak AI, Inc. Common Stock (KDK) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Kodiak AI, Inc.

Common Stock (KDK) delivered a total return of -0. 3%, compared to -100. 0% for Luminar Technologies, Inc. (LAZR). Over 10 years, the gap is even starker: KDK returned -0. 3% versus LAZR's -100. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Kodiak AI, Inc.

Common Stock (KDK) is the lower-risk stock at 1. 34β versus Ouster, Inc. 's 3. 46β — meaning OUST is approximately 157% more volatile than KDK relative to the S&P 500. On balance sheet safety, Ouster, Inc. (OUST) carries a lower debt/equity ratio of 7% versus 83% for Innoviz Technologies Ltd. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Innoviz Technologies Ltd.

(INVZ) is pulling ahead at 127. 0% versus -74. 6% for Kodiak AI, Inc. Common Stock (KDK). On earnings-per-share growth, the picture is similar: Mobileye Global Inc. grew EPS 87. 4% year-over-year, compared to -1589. 5% for Kodiak AI, Inc. Common Stock. Over a 3-year CAGR, INVZ leads at 109. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Mobileye Global Inc.

(MBLY) is the more profitable company, earning -20. 7% net margin versus -154. 2% for Kodiak AI, Inc. Common Stock — meaning it keeps -20. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MBLY leads at -23. 2% versus -29. 7% for KDK. At the gross margin level — before operating expenses — OUST leads at 49. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for INVZ: 154.

4% to $2. 00.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Kodiak AI, Inc.

Common Stock (KDK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Luminar Technologies, Inc. (LAZR) carries a higher beta of 2. 40 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KDK: -0. 3%, LAZR: -100. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (KDK (Technology) and MBLY (Consumer Cyclical) and LAZR (Consumer Cyclical) and INVZ (Consumer Cyclical) and OUST (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: KDK is a small-cap quality compounder stock; MBLY is a small-cap quality compounder stock; LAZR is a small-cap quality compounder stock; INVZ is a small-cap high-growth stock; OUST is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.