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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
Donnelley Financial Solutions, Inc. is the larger business by last-quarter revenue ($172.5M vs $108.5M, roughly 1.6× AMBARELLA INC). Donnelley Financial Solutions, Inc. runs the higher net margin — 3.6% vs -13.9%, a 17.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -7.9%).
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 ...
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
AMBA vs DFIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $172.5M |
| Net Profit | $-15.1M | $6.2M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 8.3% |
| Net Margin | -13.9% | 3.6% |
| Revenue YoY | 31.2% | 10.4% |
| Net Profit YoY | 37.2% | -1.6% |
| EPS (diluted) | $-0.35 | $0.31 |
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 | $172.5M | ||
| Q3 25 | $95.5M | $175.3M | ||
| Q2 25 | $85.9M | $218.1M | ||
| Q1 25 | $84.0M | $201.1M | ||
| Q4 24 | $82.7M | $156.3M | ||
| Q3 24 | $63.7M | $179.5M | ||
| Q2 24 | $54.5M | $242.7M | ||
| Q1 24 | $51.6M | $203.4M |
| Q4 25 | $-15.1M | $6.2M | ||
| Q3 25 | $-20.0M | $-40.9M | ||
| Q2 25 | $-24.3M | $36.1M | ||
| Q1 25 | $-20.2M | $31.0M | ||
| Q4 24 | $-24.1M | $6.3M | ||
| Q3 24 | $-34.9M | $8.7M | ||
| Q2 24 | $-37.9M | $44.1M | ||
| Q1 24 | $-60.6M | $33.3M |
| 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% | 8.3% | ||
| Q3 25 | -23.0% | 16.1% | ||
| Q2 25 | -30.1% | 24.2% | ||
| Q1 25 | -30.2% | 22.8% | ||
| Q4 24 | -30.9% | 6.0% | ||
| Q3 24 | -56.9% | 10.1% | ||
| Q2 24 | -72.4% | 26.6% | ||
| Q1 24 | -80.8% | 21.9% |
| Q4 25 | -13.9% | 3.6% | ||
| Q3 25 | -20.9% | -23.3% | ||
| Q2 25 | -28.3% | 16.6% | ||
| Q1 25 | -24.1% | 15.4% | ||
| Q4 24 | -29.1% | 4.0% | ||
| Q3 24 | -54.8% | 4.8% | ||
| Q2 24 | -69.6% | 18.2% | ||
| Q1 24 | -117.4% | 16.4% |
| Q4 25 | $-0.35 | $0.31 | ||
| Q3 25 | $-0.47 | $-1.49 | ||
| Q2 25 | $-0.58 | $1.28 | ||
| Q1 25 | $-0.48 | $1.05 | ||
| Q4 24 | $-0.58 | $0.21 | ||
| Q3 24 | $-0.85 | $0.29 | ||
| Q2 24 | $-0.93 | $1.47 | ||
| Q1 24 | $-1.51 | $1.09 |
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 | $24.5M |
| Total DebtLower is stronger | — | $171.3M |
| Stockholders' EquityBook value | $590.1M | $379.2M |
| Total Assets | $751.9M | $800.4M |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $24.5M | ||
| Q3 25 | $142.7M | $22.7M | ||
| Q2 25 | $141.3M | $33.8M | ||
| Q1 25 | $144.6M | $16.2M | ||
| Q4 24 | $127.1M | $57.3M | ||
| Q3 24 | $153.9M | $33.6M | ||
| Q2 24 | $131.8M | $35.0M | ||
| Q1 24 | $144.9M | $43.7M |
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $379.2M | ||
| Q3 25 | $576.5M | $423.1M | ||
| Q2 25 | $572.7M | $432.1M | ||
| Q1 25 | $561.4M | $419.9M | ||
| Q4 24 | $554.3M | $436.1M | ||
| Q3 24 | $547.6M | $444.5M | ||
| Q2 24 | $555.4M | $441.5M | ||
| Q1 24 | $559.9M | $408.9M |
| Q4 25 | $751.9M | $800.4M | ||
| Q3 25 | $706.4M | $816.3M | ||
| Q2 25 | $701.9M | $874.7M | ||
| Q1 25 | $689.0M | $852.8M | ||
| Q4 24 | $670.8M | $841.6M | ||
| Q3 24 | $650.3M | $843.6M | ||
| Q2 24 | $638.7M | $882.9M | ||
| Q1 24 | $657.7M | $867.8M |
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| 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 | $59.8M |
| Free Cash FlowOCF − Capex | $31.4M | $47.9M |
| FCF MarginFCF / Revenue | 29.0% | 27.8% |
| Capex IntensityCapex / Revenue | 2.7% | 6.9% |
| Cash ConversionOCF / Net Profit | — | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $59.8M | ||
| Q3 25 | $5.5M | $74.4M | ||
| Q2 25 | $14.8M | $68.4M | ||
| Q1 25 | $25.4M | $-37.7M | ||
| Q4 24 | $6.6M | $56.4M | ||
| Q3 24 | $16.7M | $86.4M | ||
| Q2 24 | $-15.0M | $56.2M | ||
| Q1 24 | $-4.0M | $-27.9M |
| Q4 25 | $31.4M | $47.9M | ||
| Q3 25 | $1.4M | $59.2M | ||
| Q2 25 | $10.2M | $51.7M | ||
| Q1 25 | $21.2M | $-51.0M | ||
| Q4 24 | $4.1M | $41.3M | ||
| Q3 24 | $14.2M | $67.3M | ||
| Q2 24 | $-16.1M | $36.8M | ||
| Q1 24 | $-6.0M | $-40.2M |
| Q4 25 | 29.0% | 27.8% | ||
| Q3 25 | 1.4% | 33.8% | ||
| Q2 25 | 11.9% | 23.7% | ||
| Q1 25 | 25.3% | -25.4% | ||
| Q4 24 | 5.0% | 26.4% | ||
| Q3 24 | 22.2% | 37.5% | ||
| Q2 24 | -29.5% | 15.2% | ||
| Q1 24 | -11.6% | -19.8% |
| Q4 25 | 2.7% | 6.9% | ||
| Q3 25 | 4.3% | 8.7% | ||
| Q2 25 | 5.3% | 7.7% | ||
| Q1 25 | 5.0% | 6.6% | ||
| Q4 24 | 3.0% | 9.7% | ||
| Q3 24 | 4.0% | 10.6% | ||
| Q2 24 | 2.1% | 8.0% | ||
| Q1 24 | 3.7% | 6.0% |
| Q4 25 | — | 9.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | -1.22× | ||
| Q4 24 | — | 8.95× | ||
| Q3 24 | — | 9.93× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | -0.84× |
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% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
