vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and GCM Grosvenor Inc. (GCMG). Click either name above to swap in a different company.
GCM Grosvenor Inc. is the larger business by last-quarter revenue ($177.1M vs $108.5M, roughly 1.6× AMBARELLA INC). GCM Grosvenor Inc. runs the higher net margin — 32.8% vs -13.9%, a 46.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 7.2%). GCM Grosvenor Inc. produced more free cash flow last quarter ($175.0M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 27.5%).
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 ...
GCM Grosvenor is an American alternative asset management firm, with approximately $76 billion in assets under management and approximately 530 professionals as of 2023.
AMBA vs GCMG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $177.1M |
| Net Profit | $-15.1M | $58.2M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 30.9% |
| Net Margin | -13.9% | 32.8% |
| Revenue YoY | 31.2% | 7.2% |
| Net Profit YoY | 37.2% | 149.2% |
| EPS (diluted) | $-0.35 | $0.23 |
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 | $177.1M | ||
| Q3 25 | $95.5M | $135.0M | ||
| Q2 25 | $85.9M | $119.7M | ||
| Q1 25 | $84.0M | $125.8M | ||
| Q4 24 | $82.7M | $165.3M | ||
| Q3 24 | $63.7M | $122.9M | ||
| Q2 24 | $54.5M | $117.0M | ||
| Q1 24 | $51.6M | $108.9M |
| Q4 25 | $-15.1M | $58.2M | ||
| Q3 25 | $-20.0M | $10.5M | ||
| Q2 25 | $-24.3M | $15.4M | ||
| Q1 25 | $-20.2M | $463.0K | ||
| Q4 24 | $-24.1M | $7.6M | ||
| Q3 24 | $-34.9M | $4.2M | ||
| Q2 24 | $-37.9M | $4.8M | ||
| Q1 24 | $-60.6M | $2.1M |
| 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% | 30.9% | ||
| Q3 25 | -23.0% | 32.7% | ||
| Q2 25 | -30.1% | 16.1% | ||
| Q1 25 | -30.2% | 12.2% | ||
| Q4 24 | -30.9% | 26.4% | ||
| Q3 24 | -56.9% | 20.3% | ||
| Q2 24 | -72.4% | 17.8% | ||
| Q1 24 | -80.8% | -14.7% |
| Q4 25 | -13.9% | 32.8% | ||
| Q3 25 | -20.9% | 7.8% | ||
| Q2 25 | -28.3% | 12.9% | ||
| Q1 25 | -24.1% | 0.4% | ||
| Q4 24 | -29.1% | 4.6% | ||
| Q3 24 | -54.8% | 3.4% | ||
| Q2 24 | -69.6% | 4.1% | ||
| Q1 24 | -117.4% | 2.0% |
| Q4 25 | $-0.35 | $0.23 | ||
| Q3 25 | $-0.47 | $0.16 | ||
| Q2 25 | $-0.58 | $0.05 | ||
| Q1 25 | $-0.48 | $-0.02 | ||
| Q4 24 | $-0.58 | $0.09 | ||
| Q3 24 | $-0.85 | $0.03 | ||
| Q2 24 | $-0.93 | $0.04 | ||
| Q1 24 | $-1.51 | $-0.13 |
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 | $242.1M |
| Total DebtLower is stronger | — | $428.4M |
| Stockholders' EquityBook value | $590.1M | $27.0M |
| Total Assets | $751.9M | $813.8M |
| Debt / EquityLower = less leverage | — | 15.87× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $242.1M | ||
| Q3 25 | $142.7M | $182.7M | ||
| Q2 25 | $141.3M | $136.3M | ||
| Q1 25 | $144.6M | $94.5M | ||
| Q4 24 | $127.1M | $89.5M | ||
| Q3 24 | $153.9M | $98.4M | ||
| Q2 24 | $131.8M | $73.9M | ||
| Q1 24 | $144.9M | $41.9M |
| Q4 25 | — | $428.4M | ||
| Q3 25 | — | $429.3M | ||
| Q2 25 | — | $430.2M | ||
| Q1 25 | — | $431.1M | ||
| Q4 24 | — | $432.0M | ||
| Q3 24 | — | $432.9M | ||
| Q2 24 | — | $433.8M | ||
| Q1 24 | — | $384.0M |
| Q4 25 | $590.1M | $27.0M | ||
| Q3 25 | $576.5M | $-7.4M | ||
| Q2 25 | $572.7M | $-12.3M | ||
| Q1 25 | $561.4M | $-28.3M | ||
| Q4 24 | $554.3M | $-27.6M | ||
| Q3 24 | $547.6M | $-31.9M | ||
| Q2 24 | $555.4M | $-28.5M | ||
| Q1 24 | $559.9M | $-26.4M |
| Q4 25 | $751.9M | $813.8M | ||
| Q3 25 | $706.4M | $685.9M | ||
| Q2 25 | $701.9M | $636.9M | ||
| Q1 25 | $689.0M | $579.8M | ||
| Q4 24 | $670.8M | $612.7M | ||
| Q3 24 | $650.3M | $575.0M | ||
| Q2 24 | $638.7M | $543.9M | ||
| Q1 24 | $657.7M | $497.3M |
| Q4 25 | — | 15.87× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $183.5M |
| Free Cash FlowOCF − Capex | $31.4M | $175.0M |
| FCF MarginFCF / Revenue | 29.0% | 98.8% |
| Capex IntensityCapex / Revenue | 2.7% | 4.8% |
| Cash ConversionOCF / Net Profit | — | 3.16× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $326.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $183.5M | ||
| Q3 25 | $5.5M | $79.8M | ||
| Q2 25 | $14.8M | $42.0M | ||
| Q1 25 | $25.4M | $33.3M | ||
| Q4 24 | $6.6M | $148.8M | ||
| Q3 24 | $16.7M | $69.0M | ||
| Q2 24 | $-15.0M | $17.5M | ||
| Q1 24 | $-4.0M | $24.2M |
| Q4 25 | $31.4M | $175.0M | ||
| Q3 25 | $1.4M | $78.3M | ||
| Q2 25 | $10.2M | $40.8M | ||
| Q1 25 | $21.2M | $32.1M | ||
| Q4 24 | $4.1M | $132.0M | ||
| Q3 24 | $14.2M | $62.2M | ||
| Q2 24 | $-16.1M | $12.8M | ||
| Q1 24 | $-6.0M | $20.0M |
| Q4 25 | 29.0% | 98.8% | ||
| Q3 25 | 1.4% | 58.0% | ||
| Q2 25 | 11.9% | 34.1% | ||
| Q1 25 | 25.3% | 25.5% | ||
| Q4 24 | 5.0% | 79.9% | ||
| Q3 24 | 22.2% | 50.6% | ||
| Q2 24 | -29.5% | 10.9% | ||
| Q1 24 | -11.6% | 18.4% |
| Q4 25 | 2.7% | 4.8% | ||
| Q3 25 | 4.3% | 1.1% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 5.0% | 0.9% | ||
| Q4 24 | 3.0% | 10.1% | ||
| Q3 24 | 4.0% | 5.5% | ||
| Q2 24 | 2.1% | 4.0% | ||
| Q1 24 | 3.7% | 3.9% |
| Q4 25 | — | 3.16× | ||
| Q3 25 | — | 7.61× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | — | 71.84× | ||
| Q4 24 | — | 19.54× | ||
| Q3 24 | — | 16.60× | ||
| Q2 24 | — | 3.64× | ||
| Q1 24 | — | 11.40× |
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% |
GCMG
| Asset Management1 | $108.6M | 61% |
| Management Service Incentive Performance Fees | $61.7M | 35% |
| Management Service Incentive Carried Interest | $5.1M | 3% |
| Service Other | $1.8M | 1% |
