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Side-by-side financial comparison of AMBARELLA INC (AMBA) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). Click either name above to swap in a different company.
ESSENTIAL PROPERTIES REALTY TRUST, INC. is the larger business by last-quarter revenue ($158.8M vs $108.5M, roughly 1.5× AMBARELLA INC). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs -13.9%, a 51.7% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 22.8%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 20.6%).
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 ...
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
AMBA vs EPRT — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $158.8M |
| Net Profit | $-15.1M | $60.0M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 56.5% |
| Net Margin | -13.9% | 37.8% |
| Revenue YoY | 31.2% | 22.8% |
| Net Profit YoY | 37.2% | 6.5% |
| EPS (diluted) | $-0.35 | $0.28 |
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.
| Q1 26 | — | $158.8M | ||
| Q4 25 | $108.5M | $149.9M | ||
| Q3 25 | $95.5M | $144.9M | ||
| Q2 25 | $85.9M | $137.1M | ||
| Q1 25 | $84.0M | $129.4M | ||
| Q4 24 | $82.7M | $119.7M | ||
| Q3 24 | $63.7M | $117.1M | ||
| Q2 24 | $54.5M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $-15.1M | $68.1M | ||
| Q3 25 | $-20.0M | $65.6M | ||
| Q2 25 | $-24.3M | $63.2M | ||
| Q1 25 | $-20.2M | $56.1M | ||
| Q4 24 | $-24.1M | $55.4M | ||
| Q3 24 | $-34.9M | $49.1M | ||
| Q2 24 | $-37.9M | $51.5M |
| Q1 26 | — | — | ||
| 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 26 | — | 56.5% | ||
| Q4 25 | -15.0% | 65.9% | ||
| Q3 25 | -23.0% | 64.7% | ||
| Q2 25 | -30.1% | 64.1% | ||
| Q1 25 | -30.2% | 61.6% | ||
| Q4 24 | -30.9% | 66.1% | ||
| Q3 24 | -56.9% | 59.7% | ||
| Q2 24 | -72.4% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | -13.9% | 45.4% | ||
| Q3 25 | -20.9% | 45.3% | ||
| Q2 25 | -28.3% | 46.1% | ||
| Q1 25 | -24.1% | 43.4% | ||
| Q4 24 | -29.1% | 46.3% | ||
| Q3 24 | -54.8% | 42.0% | ||
| Q2 24 | -69.6% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $-0.35 | $0.34 | ||
| Q3 25 | $-0.47 | $0.33 | ||
| Q2 25 | $-0.58 | $0.32 | ||
| Q1 25 | $-0.48 | $0.29 | ||
| Q4 24 | $-0.58 | $0.31 | ||
| Q3 24 | $-0.85 | $0.27 | ||
| Q2 24 | $-0.93 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $4.4B |
| Total Assets | $751.9M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $174.1M | $60.2M | ||
| Q3 25 | $142.7M | $23.8M | ||
| Q2 25 | $141.3M | $20.8M | ||
| Q1 25 | $144.6M | $47.0M | ||
| Q4 24 | $127.1M | $40.7M | ||
| Q3 24 | $153.9M | $32.7M | ||
| Q2 24 | $131.8M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $590.1M | $4.2B | ||
| Q3 25 | $576.5M | $3.8B | ||
| Q2 25 | $572.7M | $3.8B | ||
| Q1 25 | $561.4M | $3.8B | ||
| Q4 24 | $554.3M | $3.6B | ||
| Q3 24 | $547.6M | $3.2B | ||
| Q2 24 | $555.4M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $751.9M | $6.9B | ||
| Q3 25 | $706.4M | $6.6B | ||
| Q2 25 | $701.9M | $6.3B | ||
| Q1 25 | $689.0M | $6.1B | ||
| Q4 24 | $670.8M | $5.8B | ||
| Q3 24 | $650.3M | $5.5B | ||
| Q2 24 | $638.7M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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 | — |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $381.1M | ||
| Q3 25 | $5.5M | $99.0M | ||
| Q2 25 | $14.8M | $99.8M | ||
| Q1 25 | $25.4M | $77.2M | ||
| Q4 24 | $6.6M | $308.5M | ||
| Q3 24 | $16.7M | $73.5M | ||
| Q2 24 | $-15.0M | $81.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | 5.60× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.58× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 5.57× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
