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Side-by-side financial comparison of Affirm Holdings, Inc. (AFRM) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $401.4M, roughly 1.4× Affirm Holdings, Inc.). On growth, Affirm Holdings, Inc. posted the faster year-over-year revenue change (32.5% vs 27.4%). Over the past eight quarters, Affirm Holdings, Inc.'s revenue compounded faster (43.5% CAGR vs 12.7%).
Affirm Holdings, Inc. is an American financial technology company and a point-of-sale lender. Founded in 2012 by PayPal co-founder Max Levchin, it is the largest U.S. based buy now, pay later (BNPL) financier. As of 2025, Affirm reports nearly 26 million users and processing $37 billion in annual payments.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
AFRM vs MBLY — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $401.4M | $558.0M |
| Net Profit | $129.6M | — |
| Gross Margin | — | 49.3% |
| Operating Margin | 29.3% | -647.5% |
| Net Margin | 32.3% | — |
| Revenue YoY | 32.5% | 27.4% |
| Net Profit YoY | 61.3% | — |
| EPS (diluted) | $0.37 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $401.4M | $446.0M | ||
| Q3 25 | $320.5M | $504.0M | ||
| Q2 25 | $306.6M | $506.0M | ||
| Q1 25 | $272.5M | $438.0M | ||
| Q4 24 | $303.0M | $490.0M | ||
| Q3 24 | $231.8M | $486.0M | ||
| Q2 24 | $224.0M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $129.6M | $-127.0M | ||
| Q3 25 | $80.7M | $-96.0M | ||
| Q2 25 | $69.2M | $-67.0M | ||
| Q1 25 | $2.8M | $-102.0M | ||
| Q4 24 | $80.4M | $-71.0M | ||
| Q3 24 | $-100.2M | $-2.7B | ||
| Q2 24 | $-45.1M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 29.3% | -31.4% | ||
| Q3 25 | 19.9% | -21.6% | ||
| Q2 25 | 18.9% | -14.6% | ||
| Q1 25 | -3.1% | -26.7% | ||
| Q4 24 | -1.4% | -17.6% | ||
| Q3 24 | -57.2% | -577.6% | ||
| Q2 24 | -32.8% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 32.3% | -28.5% | ||
| Q3 25 | 25.2% | -19.0% | ||
| Q2 25 | 22.6% | -13.2% | ||
| Q1 25 | 1.0% | -23.3% | ||
| Q4 24 | 26.5% | -14.5% | ||
| Q3 24 | -43.2% | -558.6% | ||
| Q2 24 | -20.2% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.37 | $-0.15 | ||
| Q3 25 | $0.23 | $-0.12 | ||
| Q2 25 | $0.22 | $-0.08 | ||
| Q1 25 | $0.01 | $-0.13 | ||
| Q4 24 | $0.23 | $-0.09 | ||
| Q3 24 | $-0.31 | $-3.35 | ||
| Q2 24 | $-0.13 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.5B | $1.2B |
| Total DebtLower is stronger | $9.0B | — |
| Stockholders' EquityBook value | $3.5B | $8.2B |
| Total Assets | $13.0B | $8.7B |
| Debt / EquityLower = less leverage | 2.54× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.8B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.0B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $9.0B | — | ||
| Q3 25 | $7.7B | — | ||
| Q2 25 | $7.6B | — | ||
| Q1 25 | $7.1B | — | ||
| Q4 24 | $7.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $3.5B | $11.9B | ||
| Q3 25 | $3.3B | $11.9B | ||
| Q2 25 | $3.1B | $12.1B | ||
| Q1 25 | $2.9B | $12.0B | ||
| Q4 24 | $2.8B | $12.1B | ||
| Q3 24 | $2.8B | $12.1B | ||
| Q2 24 | $2.7B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $13.0B | $12.5B | ||
| Q3 25 | $11.5B | $12.5B | ||
| Q2 25 | $11.2B | $12.6B | ||
| Q1 25 | $10.4B | $12.5B | ||
| Q4 24 | $10.5B | $12.6B | ||
| Q3 24 | $10.1B | $12.6B | ||
| Q2 24 | $9.5B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | 2.54× | — | ||
| Q3 25 | 2.35× | — | ||
| Q2 25 | 2.48× | — | ||
| Q1 25 | 2.49× | — | ||
| Q4 24 | 2.62× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $173.7M | $75.0M |
| Free Cash FlowOCF − Capex | $118.0M | — |
| FCF MarginFCF / Revenue | 29.4% | — |
| Capex IntensityCapex / Revenue | 13.9% | — |
| Cash ConversionOCF / Net Profit | 1.34× | — |
| TTM Free Cash FlowTrailing 4 quarters | $619.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $173.7M | $113.0M | ||
| Q3 25 | $374.6M | $167.0M | ||
| Q2 25 | $74.6M | $213.0M | ||
| Q1 25 | $210.4M | $109.0M | ||
| Q4 24 | $312.0M | $204.0M | ||
| Q3 24 | $196.9M | $126.0M | ||
| Q2 24 | $68.8M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $118.0M | $86.0M | ||
| Q3 25 | $320.2M | $143.0M | ||
| Q2 25 | $23.5M | $199.0M | ||
| Q1 25 | $157.4M | $95.0M | ||
| Q4 24 | $268.1M | $191.0M | ||
| Q3 24 | $152.7M | $104.0M | ||
| Q2 24 | $30.5M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | 19.3% | ||
| Q3 25 | 99.9% | 28.4% | ||
| Q2 25 | 7.7% | 39.3% | ||
| Q1 25 | 57.7% | 21.7% | ||
| Q4 24 | 88.5% | 39.0% | ||
| Q3 24 | 65.9% | 21.4% | ||
| Q2 24 | 13.6% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | 6.1% | ||
| Q3 25 | 17.0% | 4.8% | ||
| Q2 25 | 16.7% | 2.8% | ||
| Q1 25 | 19.5% | 3.2% | ||
| Q4 24 | 14.5% | 2.7% | ||
| Q3 24 | 19.0% | 4.5% | ||
| Q2 24 | 17.1% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | — | ||
| Q3 25 | 4.64× | — | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | 75.03× | — | ||
| Q4 24 | 3.88× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AFRM
| Merchant Network | $328.4M | 82% |
| Virtual Card Network | $73.0M | 18% |
| Commercial Agreement Amazon | $1.9M | 0% |
MBLY
Segment breakdown not available.
