Analyzing Impinj (NASDAQ:PI) & Mobix Labs (NASDAQ:MOBX)

Mobix Labs (NASDAQ:MOBX) and Impinj (NASDAQ:PI) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, dividends and valuation.

Valuation and Earnings

This table compares Mobix Labs and Impinj”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mobix Labs	$6.44 million	4.24	-$20.03 million	($1.10)	-0.41
Impinj	$359.80 million	13.60	$40.84 million	($0.44)	-369.36

Impinj has higher revenue and earnings than Mobix Labs. Impinj is trading at a lower price-to-earnings ratio than Mobix Labs, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

8.6% of Mobix Labs shares are held by institutional investors. 32.0% of Mobix Labs shares are held by company insiders. Comparatively, 12.4% of Impinj shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for Mobix Labs and Impinj, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Mobix Labs	1	0	0	0	1.00
Impinj	1	2	7	1	2.73

Impinj has a consensus price target of $226.33, suggesting a potential upside of 39.26%. Given Impinj’s stronger consensus rating and higher possible upside, analysts plainly believe Impinj is more favorable than Mobix Labs.

Profitability

This table compares Mobix Labs and Impinj’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Mobix Labs	-381.82%	-5,149.05%	-113.77%
Impinj	-3.45%	8.50%	2.87%

Volatility & Risk

Mobix Labs has a beta of -0.11, meaning that its stock price is 111% less volatile than the S&P 500. Comparatively, Impinj has a beta of 1.83, meaning that its stock price is 83% more volatile than the S&P 500.

Summary

Impinj beats Mobix Labs on 12 of the 15 factors compared between the two stocks.

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.

About Impinj

Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company’s platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enable its partners to solve enterprise business problems, such as retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.