MetaCap

Global-E Online (GLBE) vs Mobileye Global (MBLY)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Global-E Online (GLBE) has outperformed Mobileye Global (MBLY) over the past year, gaining 12.3% versus a loss of 52.6%. Global-E Online is the larger company by market cap ($6.54 billion vs $6.08 billion), about 1.1 times the size. On valuation, Mobileye Global trades at a lower forward P/E (14.6x vs 19.5x for Global-E Online).

Global-E Online converts more of its revenue into profit, with a net margin of 7.1% versus -20.7%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

GLBE+12.28%MBLY-52.62%
+26%-17%-60%
Oct 7, 20251 yearOct 7, 2026
GLBE+49.90%MBLY-73.52%
+153%+33%-86%
Oct 24, 20225 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

GLBE versus MBLY key metrics
MetricGLBEMBLY
Share price$38.96$7.15
Market cap$6.54B$6.08B
1-day change+0.67%-4.28%
YTD return-0.89%-31.51%
1-year return+12.28%-52.62%
5-year return-31.74%—
P/E ratio (TTM)44.27—
Forward P/E19.4614.57
EPS (TTM)$0.88$-4.90
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$962.20M$1.89B
Revenue growth (YoY)+27.82%+14.51%
Net income (latest FY)$68.27M$-392.00M
Gross margin45.34%47.73%
Operating margin7.45%-23.23%
Net margin7.10%-20.70%
52-week high$43.99$15.81
52-week low$26.85$6.47
Distance from 52-week high-11.43%-54.78%
Analyst consensusstrong_buybuy
Avg. price target upside+30.31%+58.88%
Average volume1.45M5.90M
Shares outstanding167.97M252.42M
Employees1,2194,200
SectorTechnologyTechnology
IndustryComputer Software: Prepackaged SoftwareComputer Software: Prepackaged Software

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • GLBE has outperformed MBLY by 64.9 percentage points over the past year.
  • Global-E Online is more profitable, keeping 7.1 cents of every revenue dollar as net income versus -20.7 cents for Mobileye Global.
  • Global-E Online grew revenue faster in its latest fiscal year (+27.82% vs +14.51%).

About Global-E Online

GLBE stock →

Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.

Technology · Computer Software: Prepackaged Software · 1,219 employees

About Mobileye Global

MBLY stock →

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.

Technology · Computer Software: Prepackaged Software · 4,200 employees

GLBE vs MBLY FAQ

Which is bigger, Global-E Online or Mobileye Global?

Global-E Online (GLBE) is larger, with a market capitalization of $6.54B compared with $6.08B for Mobileye Global (MBLY).

Which stock has performed better over the past year, GLBE or MBLY?

GLBE returned +12.28% over the past 12 months, compared with -52.62% for MBLY (price return, excluding dividends). Past performance does not predict future results.

Are Global-E Online and Mobileye Global in the same industry?

Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.

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