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Side-by-side financial comparison of AMBARELLA INC (AMBA) and COLLEGIUM PHARMACEUTICAL, INC (COLL). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $108.5M, roughly 1.9× AMBARELLA INC). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs -13.9%, a 22.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 12.9%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 19.1%).
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 ...
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
AMBA vs COLL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $205.4M |
| Net Profit | $-15.1M | $17.0M |
| Gross Margin | 59.6% | 62.5% |
| Operating Margin | -15.0% | 29.6% |
| Net Margin | -13.9% | 8.3% |
| Revenue YoY | 31.2% | 12.9% |
| Net Profit YoY | 37.2% | 35.3% |
| EPS (diluted) | $-0.35 | $0.48 |
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 | $205.4M | ||
| Q3 25 | $95.5M | $209.4M | ||
| Q2 25 | $85.9M | $188.0M | ||
| Q1 25 | $84.0M | $177.8M | ||
| Q4 24 | $82.7M | $181.9M | ||
| Q3 24 | $63.7M | $159.3M | ||
| Q2 24 | $54.5M | $145.3M | ||
| Q1 24 | $51.6M | $144.9M |
| Q4 25 | $-15.1M | $17.0M | ||
| Q3 25 | $-20.0M | $31.5M | ||
| Q2 25 | $-24.3M | $12.0M | ||
| Q1 25 | $-20.2M | $2.4M | ||
| Q4 24 | $-24.1M | $12.5M | ||
| Q3 24 | $-34.9M | $9.3M | ||
| Q2 24 | $-37.9M | $19.6M | ||
| Q1 24 | $-60.6M | $27.7M |
| Q4 25 | 59.6% | 62.5% | ||
| Q3 25 | 58.9% | 61.7% | ||
| Q2 25 | 60.0% | 57.7% | ||
| Q1 25 | 60.0% | 54.8% | ||
| Q4 24 | 60.6% | 54.0% | ||
| Q3 24 | 60.8% | 60.8% | ||
| Q2 24 | 60.9% | 62.5% | ||
| Q1 24 | 59.8% | 63.1% |
| Q4 25 | -15.0% | 29.6% | ||
| Q3 25 | -23.0% | 29.7% | ||
| Q2 25 | -30.1% | 18.7% | ||
| Q1 25 | -30.2% | 12.2% | ||
| Q4 24 | -30.9% | 20.9% | ||
| Q3 24 | -56.9% | 21.9% | ||
| Q2 24 | -72.4% | 32.7% | ||
| Q1 24 | -80.8% | 34.1% |
| Q4 25 | -13.9% | 8.3% | ||
| Q3 25 | -20.9% | 15.0% | ||
| Q2 25 | -28.3% | 6.4% | ||
| Q1 25 | -24.1% | 1.4% | ||
| Q4 24 | -29.1% | 6.9% | ||
| Q3 24 | -54.8% | 5.9% | ||
| Q2 24 | -69.6% | 13.5% | ||
| Q1 24 | -117.4% | 19.1% |
| Q4 25 | $-0.35 | $0.48 | ||
| Q3 25 | $-0.47 | $0.84 | ||
| Q2 25 | $-0.58 | $0.34 | ||
| Q1 25 | $-0.48 | $0.07 | ||
| Q4 24 | $-0.58 | $0.36 | ||
| Q3 24 | $-0.85 | $0.27 | ||
| Q2 24 | $-0.93 | $0.52 | ||
| Q1 24 | $-1.51 | $0.71 |
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 | $386.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $301.7M |
| Total Assets | $751.9M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $386.7M | ||
| Q3 25 | $142.7M | $285.9M | ||
| Q2 25 | $141.3M | $222.2M | ||
| Q1 25 | $144.6M | $197.8M | ||
| Q4 24 | $127.1M | $162.8M | ||
| Q3 24 | $153.9M | $120.0M | ||
| Q2 24 | $131.8M | $271.6M | ||
| Q1 24 | $144.9M | $318.0M |
| Q4 25 | $590.1M | $301.7M | ||
| Q3 25 | $576.5M | $274.8M | ||
| Q2 25 | $572.7M | $232.2M | ||
| Q1 25 | $561.4M | $234.4M | ||
| Q4 24 | $554.3M | $228.8M | ||
| Q3 24 | $547.6M | $234.3M | ||
| Q2 24 | $555.4M | $216.6M | ||
| Q1 24 | $559.9M | $222.2M |
| Q4 25 | $751.9M | $1.7B | ||
| Q3 25 | $706.4M | $1.6B | ||
| Q2 25 | $701.9M | $1.6B | ||
| Q1 25 | $689.0M | $1.6B | ||
| Q4 24 | $670.8M | $1.7B | ||
| Q3 24 | $650.3M | $1.6B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.1B |
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 | $123.0M |
| Free Cash FlowOCF − Capex | $31.4M | $122.4M |
| FCF MarginFCF / Revenue | 29.0% | 59.6% |
| Capex IntensityCapex / Revenue | 2.7% | 0.3% |
| Cash ConversionOCF / Net Profit | — | 7.25× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $327.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $123.0M | ||
| Q3 25 | $5.5M | $78.4M | ||
| Q2 25 | $14.8M | $72.4M | ||
| Q1 25 | $25.4M | $55.4M | ||
| Q4 24 | $6.6M | $84.6M | ||
| Q3 24 | $16.7M | $-9.0M | ||
| Q2 24 | $-15.0M | $67.4M | ||
| Q1 24 | $-4.0M | $61.9M |
| Q4 25 | $31.4M | $122.4M | ||
| Q3 25 | $1.4M | $78.3M | ||
| Q2 25 | $10.2M | $72.4M | ||
| Q1 25 | $21.2M | $54.6M | ||
| Q4 24 | $4.1M | $84.1M | ||
| Q3 24 | $14.2M | $-9.2M | ||
| Q2 24 | $-16.1M | $67.1M | ||
| Q1 24 | $-6.0M | $61.4M |
| Q4 25 | 29.0% | 59.6% | ||
| Q3 25 | 1.4% | 37.4% | ||
| Q2 25 | 11.9% | 38.5% | ||
| Q1 25 | 25.3% | 30.7% | ||
| Q4 24 | 5.0% | 46.2% | ||
| Q3 24 | 22.2% | -5.8% | ||
| Q2 24 | -29.5% | 46.2% | ||
| Q1 24 | -11.6% | 42.3% |
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.4% | ||
| Q4 24 | 3.0% | 0.3% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 2.1% | 0.2% | ||
| Q1 24 | 3.7% | 0.4% |
| Q4 25 | — | 7.25× | ||
| Q3 25 | — | 2.49× | ||
| Q2 25 | — | 6.05× | ||
| Q1 25 | — | 22.92× | ||
| Q4 24 | — | 6.75× | ||
| Q3 24 | — | -0.96× | ||
| Q2 24 | — | 3.44× | ||
| Q1 24 | — | 2.23× |
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% |
COLL
Segment breakdown not available.
