vs

Side-by-side financial comparison of AMBARELLA INC (AMBA) and CATO CORP (CATO). Click either name above to swap in a different company.

CATO CORP is the larger business by last-quarter revenue ($155.4M vs $108.5M, roughly 1.4× AMBARELLA INC). CATO CORP runs the higher net margin — -3.3% vs -13.9%, a 10.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 6.3%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-12.9M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -5.7%).

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 ...

The Cato Corporation is an American retailer of women's fashions and accessories. The company is headquartered in Charlotte, North Carolina. As of January 2016, the company operated 1,372 stores under the names Cato, Cato Plus, It's Fashion, It's Fashion Metro and Versona.

AMBA vs CATO — Head-to-Head

Bigger by revenue
CATO
CATO
1.4× larger
CATO
$155.4M
$108.5M
AMBA
Growing faster (revenue YoY)
AMBA
AMBA
+24.9% gap
AMBA
31.2%
6.3%
CATO
Higher net margin
CATO
CATO
10.6% more per $
CATO
-3.3%
-13.9%
AMBA
More free cash flow
AMBA
AMBA
$44.3M more FCF
AMBA
$31.4M
$-12.9M
CATO
Faster 2-yr revenue CAGR
AMBA
AMBA
Annualised
AMBA
45.0%
-5.7%
CATO

Income Statement — Q3 FY2026 vs Q3 FY2026

Metric
AMBA
AMBA
CATO
CATO
Revenue
$108.5M
$155.4M
Net Profit
$-15.1M
$-5.2M
Gross Margin
59.6%
32.7%
Operating Margin
-15.0%
-5.3%
Net Margin
-13.9%
-3.3%
Revenue YoY
31.2%
6.3%
Net Profit YoY
37.2%
65.6%
EPS (diluted)
$-0.35
$-0.28

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.

Revenue
AMBA
AMBA
CATO
CATO
Q4 25
$108.5M
$155.4M
Q3 25
$95.5M
$176.5M
Q2 25
$85.9M
$170.2M
Q1 25
$84.0M
$157.9M
Q4 24
$82.7M
$146.2M
Q3 24
$63.7M
$168.6M
Q2 24
$54.5M
$177.1M
Q1 24
$51.6M
$174.9M
Net Profit
AMBA
AMBA
CATO
CATO
Q4 25
$-15.1M
$-5.2M
Q3 25
$-20.0M
$6.8M
Q2 25
$-24.3M
$3.3M
Q1 25
$-20.2M
$-14.1M
Q4 24
$-24.1M
$-15.1M
Q3 24
$-34.9M
$95.0K
Q2 24
$-37.9M
$11.0M
Q1 24
$-60.6M
Gross Margin
AMBA
AMBA
CATO
CATO
Q4 25
59.6%
32.7%
Q3 25
58.9%
36.8%
Q2 25
60.0%
35.8%
Q1 25
60.0%
29.2%
Q4 24
60.6%
29.6%
Q3 24
60.8%
35.3%
Q2 24
60.9%
36.5%
Q1 24
59.8%
32.1%
Operating Margin
AMBA
AMBA
CATO
CATO
Q4 25
-15.0%
-5.3%
Q3 25
-23.0%
3.1%
Q2 25
-30.1%
2.0%
Q1 25
-30.2%
-15.2%
Q4 24
-30.9%
-11.6%
Q3 24
-56.9%
-0.4%
Q2 24
-72.4%
3.5%
Q1 24
-80.8%
-9.5%
Net Margin
AMBA
AMBA
CATO
CATO
Q4 25
-13.9%
-3.3%
Q3 25
-20.9%
3.9%
Q2 25
-28.3%
1.9%
Q1 25
-24.1%
-8.9%
Q4 24
-29.1%
-10.3%
Q3 24
-54.8%
0.1%
Q2 24
-69.6%
6.2%
Q1 24
-117.4%
EPS (diluted)
AMBA
AMBA
CATO
CATO
Q4 25
$-0.35
$-0.28
Q3 25
$-0.47
$0.35
Q2 25
$-0.58
$0.17
Q1 25
$-0.48
$-0.73
Q4 24
$-0.58
$-0.79
Q3 24
$-0.85
$0.01
Q2 24
$-0.93
$0.54
Q1 24
$-1.51
$-1.15

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AMBA
AMBA
CATO
CATO
Cash + ST InvestmentsLiquidity on hand
$174.1M
$79.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$590.1M
$167.6M
Total Assets
$751.9M
$450.2M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AMBA
AMBA
CATO
CATO
Q4 25
$174.1M
$79.0M
Q3 25
$142.7M
$90.8M
Q2 25
$141.3M
$80.0M
Q1 25
$144.6M
$77.7M
Q4 24
$127.1M
$86.2M
Q3 24
$153.9M
$104.7M
Q2 24
$131.8M
$105.4M
Q1 24
$144.9M
$103.0M
Stockholders' Equity
AMBA
AMBA
CATO
CATO
Q4 25
$590.1M
$167.6M
Q3 25
$576.5M
$172.2M
Q2 25
$572.7M
$164.9M
Q1 25
$561.4M
$162.3M
Q4 24
$554.3M
$177.1M
Q3 24
$547.6M
$195.1M
Q2 24
$555.4M
$196.9M
Q1 24
$559.9M
$192.3M
Total Assets
AMBA
AMBA
CATO
CATO
Q4 25
$751.9M
$450.2M
Q3 25
$706.4M
$436.9M
Q2 25
$701.9M
$440.8M
Q1 25
$689.0M
$452.4M
Q4 24
$670.8M
$424.4M
Q3 24
$650.3M
$455.6M
Q2 24
$638.7M
$477.1M
Q1 24
$657.7M
$486.8M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AMBA
AMBA
CATO
CATO
Operating Cash FlowLast quarter
$34.3M
$-12.4M
Free Cash FlowOCF − Capex
$31.4M
$-12.9M
FCF MarginFCF / Revenue
29.0%
-8.3%
Capex IntensityCapex / Revenue
2.7%
0.3%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$64.3M
$-7.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AMBA
AMBA
CATO
CATO
Q4 25
$34.3M
$-12.4M
Q3 25
$5.5M
$11.8M
Q2 25
$14.8M
$3.9M
Q1 25
$25.4M
$-6.5M
Q4 24
$6.6M
$-22.1M
Q3 24
$16.7M
$3.1M
Q2 24
$-15.0M
$5.7M
Q1 24
$-4.0M
$-11.2M
Free Cash Flow
AMBA
AMBA
CATO
CATO
Q4 25
$31.4M
$-12.9M
Q3 25
$1.4M
$10.4M
Q2 25
$10.2M
$2.8M
Q1 25
$21.2M
$-7.8M
Q4 24
$4.1M
$-23.8M
Q3 24
$14.2M
$1.6M
Q2 24
$-16.1M
$2.4M
Q1 24
$-6.0M
$-13.5M
FCF Margin
AMBA
AMBA
CATO
CATO
Q4 25
29.0%
-8.3%
Q3 25
1.4%
5.9%
Q2 25
11.9%
1.7%
Q1 25
25.3%
-5.0%
Q4 24
5.0%
-16.3%
Q3 24
22.2%
0.9%
Q2 24
-29.5%
1.4%
Q1 24
-11.6%
-7.7%
Capex Intensity
AMBA
AMBA
CATO
CATO
Q4 25
2.7%
0.3%
Q3 25
4.3%
0.8%
Q2 25
5.3%
0.6%
Q1 25
5.0%
0.9%
Q4 24
3.0%
1.2%
Q3 24
4.0%
0.9%
Q2 24
2.1%
1.8%
Q1 24
3.7%
1.3%
Cash Conversion
AMBA
AMBA
CATO
CATO
Q4 25
Q3 25
1.72×
Q2 25
1.17×
Q1 25
Q4 24
Q3 24
32.95×
Q2 24
0.52×
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AMBA
AMBA

TW$76.0M70%
Asia Pacific Other Than Taiwan$20.2M19%
North America Other Than United States$7.4M7%
Other$5.0M5%

CATO
CATO

Retail Segment$154.7M100%
Credit Card$5.3M3%

Related Comparisons