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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Clarus Corp (CLAR). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $65.4M, roughly 1.7× Clarus Corp). AMBARELLA INC runs the higher net margin — -13.9% vs -47.8%, a 33.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -8.4%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $11.6M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -2.9%).
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 ...
Clarus Corp is a global designer, manufacturer, and distributor of high-performance outdoor recreation, climbing, camping, and lifestyle products. It manages a portfolio of leading consumer brands, serving outdoor enthusiasts, professional athletes, and retail partners across North America, Europe, and the Asia-Pacific region, with a focus on innovative, durable gear for active lifestyles.
AMBA vs CLAR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $65.4M |
| Net Profit | $-15.1M | $-31.3M |
| Gross Margin | 59.6% | 27.7% |
| Operating Margin | -15.0% | -59.6% |
| Net Margin | -13.9% | -47.8% |
| Revenue YoY | 31.2% | -8.4% |
| Net Profit YoY | 37.2% | 52.3% |
| EPS (diluted) | $-0.35 | $-0.81 |
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.
| Q4 25 | $108.5M | $65.4M | ||
| Q3 25 | $95.5M | $69.3M | ||
| Q2 25 | $85.9M | $55.2M | ||
| Q1 25 | $84.0M | $60.4M | ||
| Q4 24 | $82.7M | $71.4M | ||
| Q3 24 | $63.7M | $67.1M | ||
| Q2 24 | $54.5M | $56.5M | ||
| Q1 24 | $51.6M | $69.3M |
| Q4 25 | $-15.1M | $-31.3M | ||
| Q3 25 | $-20.0M | $-1.6M | ||
| Q2 25 | $-24.3M | $-8.4M | ||
| Q1 25 | $-20.2M | $-5.2M | ||
| Q4 24 | $-24.1M | $-65.5M | ||
| Q3 24 | $-34.9M | $-3.2M | ||
| Q2 24 | $-37.9M | $-5.5M | ||
| Q1 24 | $-60.6M | $21.9M |
| Q4 25 | 59.6% | 27.7% | ||
| Q3 25 | 58.9% | 35.1% | ||
| Q2 25 | 60.0% | 35.6% | ||
| Q1 25 | 60.0% | 34.4% | ||
| Q4 24 | 60.6% | 33.4% | ||
| Q3 24 | 60.8% | 35.0% | ||
| Q2 24 | 60.9% | 36.1% | ||
| Q1 24 | 59.8% | 35.9% |
| Q4 25 | -15.0% | -59.6% | ||
| Q3 25 | -23.0% | -4.4% | ||
| Q2 25 | -30.1% | -19.7% | ||
| Q1 25 | -30.2% | -11.2% | ||
| Q4 24 | -30.9% | -70.2% | ||
| Q3 24 | -56.9% | -8.0% | ||
| Q2 24 | -72.4% | -14.4% | ||
| Q1 24 | -80.8% | -9.8% |
| Q4 25 | -13.9% | -47.8% | ||
| Q3 25 | -20.9% | -2.3% | ||
| Q2 25 | -28.3% | -15.3% | ||
| Q1 25 | -24.1% | -8.7% | ||
| Q4 24 | -29.1% | -91.8% | ||
| Q3 24 | -54.8% | -4.7% | ||
| Q2 24 | -69.6% | -9.7% | ||
| Q1 24 | -117.4% | 31.6% |
| Q4 25 | $-0.35 | $-0.81 | ||
| Q3 25 | $-0.47 | $-0.04 | ||
| Q2 25 | $-0.58 | $-0.22 | ||
| Q1 25 | $-0.48 | $-0.14 | ||
| Q4 24 | $-0.58 | $-1.72 | ||
| Q3 24 | $-0.85 | $-0.08 | ||
| Q2 24 | $-0.93 | $-0.14 | ||
| Q1 24 | $-1.51 | $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 | $36.7M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $590.1M | $196.4M |
| Total Assets | $751.9M | $249.0M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $36.7M | ||
| Q3 25 | $142.7M | $29.5M | ||
| Q2 25 | $141.3M | $28.5M | ||
| Q1 25 | $144.6M | $41.3M | ||
| Q4 24 | $127.1M | $45.4M | ||
| Q3 24 | $153.9M | $36.4M | ||
| Q2 24 | $131.8M | $46.2M | ||
| Q1 24 | $144.9M | $47.5M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $1.9M | ||
| Q1 25 | — | $1.9M | ||
| Q4 24 | — | $1.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $37.0K |
| Q4 25 | $590.1M | $196.4M | ||
| Q3 25 | $576.5M | $225.8M | ||
| Q2 25 | $572.7M | $225.1M | ||
| Q1 25 | $561.4M | $229.3M | ||
| Q4 24 | $554.3M | $233.1M | ||
| Q3 24 | $547.6M | $308.5M | ||
| Q2 24 | $555.4M | $307.3M | ||
| Q1 24 | $559.9M | $310.4M |
| Q4 25 | $751.9M | $249.0M | ||
| Q3 25 | $706.4M | $283.1M | ||
| Q2 25 | $701.9M | $286.5M | ||
| Q1 25 | $689.0M | $292.8M | ||
| Q4 24 | $670.8M | $294.1M | ||
| Q3 24 | $650.3M | $375.3M | ||
| Q2 24 | $638.7M | $369.4M | ||
| Q1 24 | $657.7M | $377.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.00× |
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 | $12.5M |
| Free Cash FlowOCF − Capex | $31.4M | $11.6M |
| FCF MarginFCF / Revenue | 29.0% | 17.7% |
| Capex IntensityCapex / Revenue | 2.7% | 1.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $12.5M | ||
| Q3 25 | $5.5M | $-5.7M | ||
| Q2 25 | $14.8M | $-9.4M | ||
| Q1 25 | $25.4M | $-2.1M | ||
| Q4 24 | $6.6M | $16.6M | ||
| Q3 24 | $16.7M | $-8.3M | ||
| Q2 24 | $-15.0M | $834.0K | ||
| Q1 24 | $-4.0M | $-16.4M |
| Q4 25 | $31.4M | $11.6M | ||
| Q3 25 | $1.4M | $-7.0M | ||
| Q2 25 | $10.2M | $-11.3M | ||
| Q1 25 | $21.2M | $-3.3M | ||
| Q4 24 | $4.1M | $14.4M | ||
| Q3 24 | $14.2M | $-9.4M | ||
| Q2 24 | $-16.1M | $-744.0K | ||
| Q1 24 | $-6.0M | $-18.3M |
| Q4 25 | 29.0% | 17.7% | ||
| Q3 25 | 1.4% | -10.0% | ||
| Q2 25 | 11.9% | -20.4% | ||
| Q1 25 | 25.3% | -5.4% | ||
| Q4 24 | 5.0% | 20.1% | ||
| Q3 24 | 22.2% | -14.0% | ||
| Q2 24 | -29.5% | -1.3% | ||
| Q1 24 | -11.6% | -26.3% |
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 5.0% | 2.0% | ||
| Q4 24 | 3.0% | 3.1% | ||
| Q3 24 | 4.0% | 1.6% | ||
| Q2 24 | 2.1% | 2.8% | ||
| Q1 24 | 3.7% | 2.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.75× |
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% |
CLAR
| Other | $37.1M | 57% |
| Outdoor Segment | $25.3M | 39% |
| Adventure Segment | $3.0M | 5% |
