MBLY vs OUST

For growth investors, Ouster, Inc.

(OUST) is the stronger pick with 52. 5% revenue growth year-over-year, versus 14. 5% for Mobileye Global Inc. (MBLY). Analysts rate Mobileye Global Inc. (MBLY) a "Buy" — based on 26 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, Mobileye Global Inc.

(MBLY) delivered a total return of -69. 4%, compared to -76. 1% for Ouster, Inc. (OUST). Over 10 years, the gap is even starker: MBLY returned -69. 4% versus OUST's -74. 7%. 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), Mobileye Global Inc.

(MBLY) is the lower-risk stock at 1. 80β versus Ouster, Inc. 's 3. 51β — meaning OUST is approximately 94% more volatile than MBLY relative to the S&P 500.

By revenue growth (latest reported year), Ouster, Inc.

(OUST) is pulling ahead at 52. 5% versus 14. 5% for Mobileye Global Inc. (MBLY). On earnings-per-share growth, the picture is similar: Mobileye Global Inc. grew EPS 87. 4% year-over-year, compared to 48. 6% for Ouster, Inc.. Over a 3-year CAGR, OUST leads at 60. 4% 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 -35. 6% for Ouster, Inc. — 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 -43. 7% for OUST. 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 MBLY: 62.

8% to $14. 44.

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, Mobileye Global Inc.

(MBLY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Ouster, Inc. (OUST) carries a higher beta of 3. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MBLY: -69. 4%, OUST: -74. 7%), 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 (MBLY (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: MBLY is a small-cap quality compounder 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.