vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and Chatham Lodging Trust (CLDT). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $67.7M, roughly 1.6× Chatham Lodging Trust). Chatham Lodging Trust runs the higher net margin — 6.8% vs -13.9%, a 20.7% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -9.8%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -0.5%).
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 ...
Chatham Lodging Trust is a publicly traded real estate investment trust that invests in, owns, and operates upscale extended-stay and select-service premium hotel properties primarily across high-demand urban and suburban markets in the United States. Its portfolio targets assets with strong occupancy rates and steady cash flow from business and leisure traveler segments.
AMBA vs CLDT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $67.7M |
| Net Profit | $-15.1M | $4.6M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 15.9% |
| Net Margin | -13.9% | 6.8% |
| Revenue YoY | 31.2% | -9.8% |
| Net Profit YoY | 37.2% | 369.9% |
| EPS (diluted) | $-0.35 | $0.05 |
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 | $67.7M | ||
| Q3 25 | $95.5M | $78.4M | ||
| Q2 25 | $85.9M | $80.3M | ||
| Q1 25 | $84.0M | $68.6M | ||
| Q4 24 | $82.7M | $75.1M | ||
| Q3 24 | $63.7M | $87.2M | ||
| Q2 24 | $54.5M | $86.5M | ||
| Q1 24 | $51.6M | $68.4M |
| Q4 25 | $-15.1M | $4.6M | ||
| Q3 25 | $-20.0M | $3.5M | ||
| Q2 25 | $-24.3M | $5.4M | ||
| Q1 25 | $-20.2M | $1.5M | ||
| Q4 24 | $-24.1M | $-1.7M | ||
| Q3 24 | $-34.9M | $4.3M | ||
| Q2 24 | $-37.9M | $6.8M | ||
| Q1 24 | $-60.6M | $-5.2M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | 40.7% | ||
| Q3 24 | 60.8% | 44.7% | ||
| Q2 24 | 60.9% | 46.1% | ||
| Q1 24 | 59.8% | 38.9% |
| Q4 25 | -15.0% | 15.9% | ||
| Q3 25 | -23.0% | 12.7% | ||
| Q2 25 | -30.1% | 14.8% | ||
| Q1 25 | -30.2% | 12.1% | ||
| Q4 24 | -30.9% | 7.5% | ||
| Q3 24 | -56.9% | 14.3% | ||
| Q2 24 | -72.4% | 16.3% | ||
| Q1 24 | -80.8% | 1.4% |
| Q4 25 | -13.9% | 6.8% | ||
| Q3 25 | -20.9% | 4.5% | ||
| Q2 25 | -28.3% | 6.7% | ||
| Q1 25 | -24.1% | 2.2% | ||
| Q4 24 | -29.1% | -2.3% | ||
| Q3 24 | -54.8% | 4.9% | ||
| Q2 24 | -69.6% | 7.9% | ||
| Q1 24 | -117.4% | -7.6% |
| Q4 25 | $-0.35 | $0.05 | ||
| Q3 25 | $-0.47 | $0.03 | ||
| Q2 25 | $-0.58 | $0.07 | ||
| Q1 25 | $-0.48 | $-0.01 | ||
| Q4 24 | $-0.58 | $-0.08 | ||
| Q3 24 | $-0.85 | $0.05 | ||
| Q2 24 | $-0.93 | $0.10 | ||
| Q1 24 | $-1.51 | $-0.15 |
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 | $24.4M |
| Total DebtLower is stronger | — | $338.9M |
| Stockholders' EquityBook value | $590.1M | $740.8M |
| Total Assets | $751.9M | $1.2B |
| Debt / EquityLower = less leverage | — | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $24.4M | ||
| Q3 25 | $142.7M | $13.2M | ||
| Q2 25 | $141.3M | $17.2M | ||
| Q1 25 | $144.6M | $18.6M | ||
| Q4 24 | $127.1M | $20.2M | ||
| Q3 24 | $153.9M | $19.3M | ||
| Q2 24 | $131.8M | $10.6M | ||
| Q1 24 | $144.9M | $72.3M |
| Q4 25 | — | $338.9M | ||
| Q3 25 | — | $338.8M | ||
| Q2 25 | — | $351.2M | ||
| Q1 25 | — | $381.1M | ||
| Q4 24 | — | $406.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $740.8M | ||
| Q3 25 | $576.5M | $749.4M | ||
| Q2 25 | $572.7M | $754.1M | ||
| Q1 25 | $561.4M | $754.7M | ||
| Q4 24 | $554.3M | $758.2M | ||
| Q3 24 | $547.6M | $765.3M | ||
| Q2 24 | $555.4M | $766.5M | ||
| Q1 24 | $559.9M | $765.0M |
| Q4 25 | $751.9M | $1.2B | ||
| Q3 25 | $706.4M | $1.2B | ||
| Q2 25 | $701.9M | $1.2B | ||
| Q1 25 | $689.0M | $1.2B | ||
| Q4 24 | $670.8M | $1.3B | ||
| Q3 24 | $650.3M | $1.3B | ||
| Q2 24 | $638.7M | $1.3B | ||
| Q1 24 | $657.7M | $1.3B |
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 13.90× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $64.1M | ||
| Q3 25 | $5.5M | $25.6M | ||
| Q2 25 | $14.8M | $22.1M | ||
| Q1 25 | $25.4M | $4.2M | ||
| Q4 24 | $6.6M | $73.8M | ||
| Q3 24 | $16.7M | $28.8M | ||
| Q2 24 | $-15.0M | $25.2M | ||
| Q1 24 | $-4.0M | $6.9M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | 13.90× | ||
| Q3 25 | — | 7.24× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | — | 2.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 3.68× | ||
| Q1 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% |
CLDT
| Occupancy | $61.5M | 91% |
| Hotel Other | $4.2M | 6% |
| Food And Beverage | $1.8M | 3% |
| Hotel | $1.1M | 2% |
