vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and El Pollo Loco Holdings, Inc. (LOCO). Click either name above to swap in a different company.
El Pollo Loco Holdings, Inc. is the larger business by last-quarter revenue ($123.5M vs $108.5M, roughly 1.1× AMBARELLA INC). El Pollo Loco Holdings, Inc. runs the higher net margin — 5.3% vs -13.9%, a 19.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 8.1%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $5.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 3.1%).
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 ...
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
AMBA vs LOCO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $123.5M |
| Net Profit | $-15.1M | $6.5M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 8.3% |
| Net Margin | -13.9% | 5.3% |
| Revenue YoY | 31.2% | 8.1% |
| Net Profit YoY | 37.2% | 9.9% |
| EPS (diluted) | $-0.35 | $0.22 |
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 | $123.5M | ||
| Q3 25 | $95.5M | $121.5M | ||
| Q2 25 | $85.9M | $125.8M | ||
| Q1 25 | $84.0M | $119.2M | ||
| Q4 24 | $82.7M | $114.3M | ||
| Q3 24 | $63.7M | $120.4M | ||
| Q2 24 | $54.5M | $122.2M | ||
| Q1 24 | $51.6M | $116.2M |
| Q4 25 | $-15.1M | $6.5M | ||
| Q3 25 | $-20.0M | $7.4M | ||
| Q2 25 | $-24.3M | $7.1M | ||
| Q1 25 | $-20.2M | $5.5M | ||
| Q4 24 | $-24.1M | $6.0M | ||
| Q3 24 | $-34.9M | $6.2M | ||
| Q2 24 | $-37.9M | $7.6M | ||
| Q1 24 | $-60.6M | $5.9M |
| 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% | 9.4% | ||
| Q2 25 | -30.1% | 9.0% | ||
| Q1 25 | -30.2% | 7.5% | ||
| Q4 24 | -30.9% | 7.9% | ||
| Q3 24 | -56.9% | 8.4% | ||
| Q2 24 | -72.4% | 10.1% | ||
| Q1 24 | -80.8% | 8.3% |
| Q4 25 | -13.9% | 5.3% | ||
| Q3 25 | -20.9% | 6.1% | ||
| Q2 25 | -28.3% | 5.6% | ||
| Q1 25 | -24.1% | 4.6% | ||
| Q4 24 | -29.1% | 5.2% | ||
| Q3 24 | -54.8% | 5.1% | ||
| Q2 24 | -69.6% | 6.2% | ||
| Q1 24 | -117.4% | 5.1% |
| Q4 25 | $-0.35 | $0.22 | ||
| Q3 25 | $-0.47 | $0.25 | ||
| Q2 25 | $-0.58 | $0.24 | ||
| Q1 25 | $-0.48 | $0.19 | ||
| Q4 24 | $-0.58 | $0.21 | ||
| Q3 24 | $-0.85 | $0.21 | ||
| Q2 24 | $-0.93 | $0.25 | ||
| Q1 24 | $-1.51 | $0.19 |
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 | $6.2M |
| Total DebtLower is stronger | — | $51.0M |
| Stockholders' EquityBook value | $590.1M | $291.1M |
| Total Assets | $751.9M | $606.6M |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $6.2M | ||
| Q3 25 | $142.7M | $10.9M | ||
| Q2 25 | $141.3M | $9.0M | ||
| Q1 25 | $144.6M | $4.3M | ||
| Q4 24 | $127.1M | $2.5M | ||
| Q3 24 | $153.9M | $7.9M | ||
| Q2 24 | $131.8M | $10.5M | ||
| Q1 24 | $144.9M | $9.1M |
| Q4 25 | — | $51.0M | ||
| Q3 25 | — | $61.0M | ||
| Q2 25 | — | $69.0M | ||
| Q1 25 | — | $73.0M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $80.0M |
| Q4 25 | $590.1M | $291.1M | ||
| Q3 25 | $576.5M | $282.9M | ||
| Q2 25 | $572.7M | $274.2M | ||
| Q1 25 | $561.4M | $265.7M | ||
| Q4 24 | $554.3M | $260.7M | ||
| Q3 24 | $547.6M | $255.2M | ||
| Q2 24 | $555.4M | $248.6M | ||
| Q1 24 | $559.9M | $256.3M |
| Q4 25 | $751.9M | $606.6M | ||
| Q3 25 | $706.4M | $602.7M | ||
| Q2 25 | $701.9M | $596.8M | ||
| Q1 25 | $689.0M | $590.5M | ||
| Q4 24 | $670.8M | $592.0M | ||
| Q3 24 | $650.3M | $590.0M | ||
| Q2 24 | $638.7M | $593.8M | ||
| Q1 24 | $657.7M | $598.0M |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.31× |
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 | $13.9M |
| Free Cash FlowOCF − Capex | $31.4M | $5.1M |
| FCF MarginFCF / Revenue | 29.0% | 4.1% |
| Capex IntensityCapex / Revenue | 2.7% | 7.1% |
| Cash ConversionOCF / Net Profit | — | 2.13× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $13.9M | ||
| Q3 25 | $5.5M | $15.3M | ||
| Q2 25 | $14.8M | $14.1M | ||
| Q1 25 | $25.4M | $4.7M | ||
| Q4 24 | $6.6M | $5.6M | ||
| Q3 24 | $16.7M | $13.0M | ||
| Q2 24 | $-15.0M | $17.0M | ||
| Q1 24 | $-4.0M | $11.2M |
| Q4 25 | $31.4M | $5.1M | ||
| Q3 25 | $1.4M | $9.9M | ||
| Q2 25 | $10.2M | $9.1M | ||
| Q1 25 | $21.2M | $1.3M | ||
| Q4 24 | $4.1M | $1.1M | ||
| Q3 24 | $14.2M | $9.1M | ||
| Q2 24 | $-16.1M | $10.4M | ||
| Q1 24 | $-6.0M | $7.0M |
| Q4 25 | 29.0% | 4.1% | ||
| Q3 25 | 1.4% | 8.2% | ||
| Q2 25 | 11.9% | 7.2% | ||
| Q1 25 | 25.3% | 1.1% | ||
| Q4 24 | 5.0% | 1.0% | ||
| Q3 24 | 22.2% | 7.6% | ||
| Q2 24 | -29.5% | 8.5% | ||
| Q1 24 | -11.6% | 6.0% |
| Q4 25 | 2.7% | 7.1% | ||
| Q3 25 | 4.3% | 4.4% | ||
| Q2 25 | 5.3% | 4.0% | ||
| Q1 25 | 5.0% | 2.8% | ||
| Q4 24 | 3.0% | 3.9% | ||
| Q3 24 | 4.0% | 3.2% | ||
| Q2 24 | 2.1% | 5.3% | ||
| Q1 24 | 3.7% | 3.6% |
| Q4 25 | — | 2.13× | ||
| Q3 25 | — | 2.08× | ||
| Q2 25 | — | 1.99× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.22× | ||
| Q1 24 | — | 1.89× |
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% |
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
