Mobix Labs (NASDAQ:MOBX) and Blaize (NASDAQ:BZAI) Head to Head Survey
by Renee Jackson · The Cerbat GemBlaize (NASDAQ:BZAI – Get Free Report) and Mobix Labs (NASDAQ:MOBX – Get Free Report) are both small-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends.
Analyst Ratings
This is a breakdown of recent ratings and price targets for Blaize and Mobix Labs, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Blaize | 1 | 2 | 3 | 0 | 2.33 |
| Mobix Labs | 1 | 0 | 0 | 0 | 1.00 |
Blaize currently has a consensus price target of $3.38, suggesting a potential upside of 507.78%. Given Blaize’s stronger consensus rating and higher possible upside, analysts plainly believe Blaize is more favorable than Mobix Labs.
Risk and Volatility
Blaize has a beta of 0.08, suggesting that its stock price is 92% less volatile than the S&P 500. Comparatively, Mobix Labs has a beta of -0.75, suggesting that its stock price is 175% less volatile than the S&P 500.
Valuation and Earnings
This table compares Blaize and Mobix Labs”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Blaize | $38.63 million | 2.08 | -$206.90 million | ($0.68) | -0.82 |
| Mobix Labs | $9.91 million | 1.37 | -$46.13 million | ($6.42) | -0.12 |
Mobix Labs has lower revenue, but higher earnings than Blaize. Blaize 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 Blaize and Mobix Labs’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Blaize | -160.85% | -306.51% | -106.16% |
| Mobix Labs | -511.08% | -998.81% | -138.95% |
Insider & Institutional Ownership
97.1% of Blaize shares are held by institutional investors. Comparatively, 8.6% of Mobix Labs shares are held by institutional investors. 17.4% of Blaize shares are held by company insiders. Comparatively, 9.7% of Mobix Labs shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Summary
Blaize beats Mobix Labs on 12 of the 14 factors compared between the two stocks.
About Blaize
Blaize® has created a transformative new compute solution that unites silicon and software to optimize AI from the edge to the core. We’re partnering with customers to transform their products so they can deliver better experiences and better lives.
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.