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Side-by-side financial comparison of AMBARELLA INC (AMBA) and AMERISAFE INC (AMSF). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $80.1M, roughly 1.4× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs -13.9%, a 24.1% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 10.3%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 2.8%).
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips ...
AMERISAFE Inc. is a specialty insurance provider that focuses exclusively on workers' compensation coverage for small and mid-sized businesses in high-hazard industries including construction, logging, trucking, and manufacturing. It operates across 49 U.S. states, offering tailored insurance policies paired with targeted risk management support for clients.
AMBA vs AMSF — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $80.1M |
| Net Profit | $-15.1M | $8.1M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | 10.2% |
| Revenue YoY | 31.2% | 10.3% |
| Net Profit YoY | 37.2% | -9.0% |
| EPS (diluted) | $-0.35 | $0.43 |
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 | — | $80.1M | ||
| Q4 25 | $108.5M | $81.6M | ||
| Q3 25 | $95.5M | $82.0M | ||
| Q2 25 | $85.9M | $81.1M | ||
| Q1 25 | $84.0M | $72.6M | ||
| Q4 24 | $82.7M | $74.0M | ||
| Q3 24 | $63.7M | $78.7M | ||
| Q2 24 | $54.5M | $75.8M |
| Q1 26 | — | $8.1M | ||
| Q4 25 | $-15.1M | $10.4M | ||
| Q3 25 | $-20.0M | $13.8M | ||
| Q2 25 | $-24.3M | $14.0M | ||
| Q1 25 | $-20.2M | $8.9M | ||
| Q4 24 | $-24.1M | $13.2M | ||
| Q3 24 | $-34.9M | $14.3M | ||
| Q2 24 | $-37.9M | $11.0M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 15.6% | ||
| Q3 25 | -23.0% | 21.3% | ||
| Q2 25 | -30.1% | 21.5% | ||
| Q1 25 | -30.2% | 15.5% | ||
| Q4 24 | -30.9% | 22.7% | ||
| Q3 24 | -56.9% | 22.6% | ||
| Q2 24 | -72.4% | 18.1% |
| Q1 26 | — | 10.2% | ||
| Q4 25 | -13.9% | 12.8% | ||
| Q3 25 | -20.9% | 16.9% | ||
| Q2 25 | -28.3% | 17.2% | ||
| Q1 25 | -24.1% | 12.3% | ||
| Q4 24 | -29.1% | 17.8% | ||
| Q3 24 | -54.8% | 18.2% | ||
| Q2 24 | -69.6% | 14.5% |
| Q1 26 | — | $0.43 | ||
| Q4 25 | $-0.35 | $0.55 | ||
| Q3 25 | $-0.47 | $0.72 | ||
| Q2 25 | $-0.58 | $0.73 | ||
| Q1 25 | $-0.48 | $0.47 | ||
| Q4 24 | $-0.58 | $0.69 | ||
| Q3 24 | $-0.85 | $0.75 | ||
| Q2 24 | $-0.93 | $0.57 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $174.1M | $34.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $246.6M |
| Total Assets | $751.9M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $34.2M | ||
| Q4 25 | $174.1M | $61.9M | ||
| Q3 25 | $142.7M | $54.7M | ||
| Q2 25 | $141.3M | $48.5M | ||
| Q1 25 | $144.6M | $44.8M | ||
| Q4 24 | $127.1M | $44.1M | ||
| Q3 24 | $153.9M | $63.7M | ||
| Q2 24 | $131.8M | $30.6M |
| Q1 26 | — | $246.6M | ||
| Q4 25 | $590.1M | $251.6M | ||
| Q3 25 | $576.5M | $274.8M | ||
| Q2 25 | $572.7M | $265.6M | ||
| Q1 25 | $561.4M | $260.8M | ||
| Q4 24 | $554.3M | $257.3M | ||
| Q3 24 | $547.6M | $314.4M | ||
| Q2 24 | $555.4M | $301.0M |
| Q1 26 | — | — | ||
| Q4 25 | $751.9M | $1.1B | ||
| Q3 25 | $706.4M | $1.2B | ||
| Q2 25 | $701.9M | $1.2B | ||
| Q1 25 | $689.0M | $1.2B | ||
| Q4 24 | $670.8M | $1.2B | ||
| Q3 24 | $650.3M | $1.3B | ||
| Q2 24 | $638.7M | $1.2B |
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 | $34.3M | — |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $11.1M | ||
| Q3 25 | $5.5M | $10.7M | ||
| Q2 25 | $14.8M | $-8.4M | ||
| Q1 25 | $25.4M | $-1.8M | ||
| Q4 24 | $6.6M | $24.2M | ||
| Q3 24 | $16.7M | $8.4M | ||
| Q2 24 | $-15.0M | $-2.6M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $8.9M | ||
| Q3 25 | $1.4M | $9.8M | ||
| Q2 25 | $10.2M | $-9.5M | ||
| Q1 25 | $21.2M | $-1.8M | ||
| Q4 24 | $4.1M | $23.4M | ||
| Q3 24 | $14.2M | $8.4M | ||
| Q2 24 | $-16.1M | $-2.6M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 10.9% | ||
| Q3 25 | 1.4% | 11.9% | ||
| Q2 25 | 11.9% | -11.7% | ||
| Q1 25 | 25.3% | -2.5% | ||
| Q4 24 | 5.0% | 31.5% | ||
| Q3 24 | 22.2% | 10.7% | ||
| Q2 24 | -29.5% | -3.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 2.6% | ||
| Q3 25 | 4.3% | 1.1% | ||
| Q2 25 | 5.3% | 1.3% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 1.1% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | -0.61× | ||
| Q1 25 | — | -0.20× | ||
| Q4 24 | — | 1.83× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
AMSF
Segment breakdown not available.
