vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and CareTrust REIT, Inc. (CTRE). Click either name above to swap in a different company.
CareTrust REIT, Inc. is the larger business by last-quarter revenue ($134.9M vs $108.5M, roughly 1.2× AMBARELLA INC). CareTrust REIT, Inc. runs the higher net margin — 82.5% vs -13.9%, a 96.5% gap on every dollar of revenue. On growth, CareTrust REIT, Inc. posted the faster year-over-year revenue change (55.1% vs 31.2%). Over the past eight quarters, CareTrust REIT, Inc.'s revenue compounded faster (46.2% CAGR vs 45.0%).
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 ...
CareTrust REIT, Inc.CTREEarnings & Financial Report
Target Healthcare REIT is a British property investment company which invests in healthcare properties and holds a large portfolio of care homes. It is structured as a real estate investment trust (REIT) and is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
AMBA vs CTRE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $134.9M |
| Net Profit | $-15.1M | $111.3M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | 82.5% |
| Revenue YoY | 31.2% | 55.1% |
| Net Profit YoY | 37.2% | 113.5% |
| EPS (diluted) | $-0.35 | $0.52 |
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 | $134.9M | ||
| Q3 25 | $95.5M | $132.4M | ||
| Q2 25 | $85.9M | $112.5M | ||
| Q1 25 | $84.0M | $96.6M | ||
| Q4 24 | $82.7M | $86.9M | ||
| Q3 24 | $63.7M | $77.4M | ||
| Q2 24 | $54.5M | $68.9M | ||
| Q1 24 | $51.6M | $63.1M |
| Q4 25 | $-15.1M | $111.3M | ||
| Q3 25 | $-20.0M | $74.9M | ||
| Q2 25 | $-24.3M | $68.5M | ||
| Q1 25 | $-20.2M | $65.8M | ||
| Q4 24 | $-24.1M | $52.1M | ||
| Q3 24 | $-34.9M | $33.4M | ||
| Q2 24 | $-37.9M | $10.8M | ||
| Q1 24 | $-60.6M | $28.7M |
| 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 24 | 59.8% | — |
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | 58.1% | ||
| Q2 25 | -30.1% | 61.3% | ||
| Q1 25 | -30.2% | — | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | 43.0% | ||
| Q2 24 | -72.4% | 15.1% | ||
| Q1 24 | -80.8% | — |
| Q4 25 | -13.9% | 82.5% | ||
| Q3 25 | -20.9% | 56.6% | ||
| Q2 25 | -28.3% | 60.9% | ||
| Q1 25 | -24.1% | 68.1% | ||
| Q4 24 | -29.1% | 60.0% | ||
| Q3 24 | -54.8% | 43.2% | ||
| Q2 24 | -69.6% | 15.6% | ||
| Q1 24 | -117.4% | 45.6% |
| Q4 25 | $-0.35 | $0.52 | ||
| Q3 25 | $-0.47 | $0.35 | ||
| Q2 25 | $-0.58 | $0.35 | ||
| Q1 25 | $-0.48 | $0.35 | ||
| Q4 24 | $-0.58 | $0.30 | ||
| Q3 24 | $-0.85 | $0.21 | ||
| Q2 24 | $-0.93 | $0.07 | ||
| Q1 24 | $-1.51 | $0.22 |
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 | $198.0M |
| Total DebtLower is stronger | — | $894.2M |
| Stockholders' EquityBook value | $590.1M | $4.0B |
| Total Assets | $751.9M | $5.1B |
| Debt / EquityLower = less leverage | — | 0.22× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $198.0M | ||
| Q3 25 | $142.7M | $712.5M | ||
| Q2 25 | $141.3M | $306.1M | ||
| Q1 25 | $144.6M | $26.5M | ||
| Q4 24 | $127.1M | $213.8M | ||
| Q3 24 | $153.9M | $377.1M | ||
| Q2 24 | $131.8M | $495.1M | ||
| Q1 24 | $144.9M | $451.2M |
| Q4 25 | — | $894.2M | ||
| Q3 25 | — | $893.8M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $822.1M | ||
| Q4 24 | — | $396.9M | ||
| Q3 24 | — | $396.7M | ||
| Q2 24 | — | $671.1M | ||
| Q1 24 | — | $595.9M |
| Q4 25 | $590.1M | $4.0B | ||
| Q3 25 | $576.5M | $4.0B | ||
| Q2 25 | $572.7M | $3.3B | ||
| Q1 25 | $561.4M | $2.9B | ||
| Q4 24 | $554.3M | $2.9B | ||
| Q3 24 | $547.6M | $2.4B | ||
| Q2 24 | $555.4M | $1.9B | ||
| Q1 24 | $559.9M | $1.7B |
| Q4 25 | $751.9M | $5.1B | ||
| Q3 25 | $706.4M | $5.1B | ||
| Q2 25 | $701.9M | $4.7B | ||
| Q1 25 | $689.0M | $3.9B | ||
| Q4 24 | $670.8M | $3.4B | ||
| Q3 24 | $650.3M | $2.9B | ||
| Q2 24 | $638.7M | $2.7B | ||
| Q1 24 | $657.7M | $2.3B |
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.36× |
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 | $394.0M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 3.54× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $394.0M | ||
| Q3 25 | $5.5M | $100.9M | ||
| Q2 25 | $14.8M | $100.8M | ||
| Q1 25 | $25.4M | $71.4M | ||
| Q4 24 | $6.6M | $244.3M | ||
| Q3 24 | $16.7M | $67.2M | ||
| Q2 24 | $-15.0M | $53.0M | ||
| Q1 24 | $-4.0M | $48.8M |
| 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 | — | 3.54× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 4.68× | ||
| Q3 24 | — | 2.01× | ||
| Q2 24 | — | 4.92× | ||
| Q1 24 | — | 1.70× |
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% |
CTRE
Segment breakdown not available.
