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Side-by-side financial comparison of AMBARELLA INC (AMBA) and MEDALLION FINANCIAL CORP (MFIN). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $70.6M, roughly 1.5× MEDALLION FINANCIAL CORP). MEDALLION FINANCIAL CORP runs the higher net margin — 17.3% vs -13.9%, a 31.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 25.4%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 15.0%).
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 ...
Mahindra & Mahindra Financial Services Limited (MMFSL) is an Indian rural non-banking financial company headquartered in Mumbai. It is amongst the top tractor financers in India, with 1000+ offices across the country.
AMBA vs MFIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $108.5M | $70.6M |
| Net Profit | $-15.1M | $12.2M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 29.3% |
| Net Margin | -13.9% | 17.3% |
| Revenue YoY | 31.2% | 25.4% |
| Net Profit YoY | 37.2% | 20.3% |
| EPS (diluted) | $-0.35 | $0.50 |
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 | $70.6M | ||
| Q3 25 | $95.5M | $58.7M | ||
| Q2 25 | $85.9M | $62.6M | ||
| Q1 25 | $84.0M | $63.0M | ||
| Q4 24 | $82.7M | $56.3M | ||
| Q3 24 | $63.7M | $53.3M | ||
| Q2 24 | $54.5M | $51.0M | ||
| Q1 24 | $51.6M | $53.3M |
| Q4 25 | $-15.1M | $12.2M | ||
| Q3 25 | $-20.0M | $7.8M | ||
| Q2 25 | $-24.3M | $11.1M | ||
| Q1 25 | $-20.2M | $12.0M | ||
| Q4 24 | $-24.1M | $10.1M | ||
| Q3 24 | $-34.9M | $8.6M | ||
| Q2 24 | $-37.9M | $7.1M | ||
| Q1 24 | $-60.6M | $10.0M |
| 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% | 29.3% | ||
| Q3 25 | -23.0% | 33.2% | ||
| Q2 25 | -30.1% | 31.1% | ||
| Q1 25 | -30.2% | 32.1% | ||
| Q4 24 | -30.9% | 32.8% | ||
| Q3 24 | -56.9% | 26.6% | ||
| Q2 24 | -72.4% | 24.3% | ||
| Q1 24 | -80.8% | 33.6% |
| Q4 25 | -13.9% | 17.3% | ||
| Q3 25 | -20.9% | 13.2% | ||
| Q2 25 | -28.3% | 17.7% | ||
| Q1 25 | -24.1% | 19.1% | ||
| Q4 24 | -29.1% | 18.0% | ||
| Q3 24 | -54.8% | 16.1% | ||
| Q2 24 | -69.6% | 13.9% | ||
| Q1 24 | -117.4% | 18.8% |
| Q4 25 | $-0.35 | $0.50 | ||
| Q3 25 | $-0.47 | $0.32 | ||
| Q2 25 | $-0.58 | $0.46 | ||
| Q1 25 | $-0.48 | $0.50 | ||
| Q4 24 | $-0.58 | $0.43 | ||
| Q3 24 | $-0.85 | $0.37 | ||
| Q2 24 | $-0.93 | $0.30 | ||
| Q1 24 | $-1.51 | $0.42 |
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 | $136.3M |
| Total DebtLower is stronger | — | $216.0M |
| Stockholders' EquityBook value | $590.1M | $408.6M |
| Total Assets | $751.9M | $3.0B |
| Debt / EquityLower = less leverage | — | 0.53× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $136.3M | ||
| Q3 25 | $142.7M | $72.5M | ||
| Q2 25 | $141.3M | $110.4M | ||
| Q1 25 | $144.6M | $131.5M | ||
| Q4 24 | $127.1M | $98.2M | ||
| Q3 24 | $153.9M | $120.6M | ||
| Q2 24 | $131.8M | $87.7M | ||
| Q1 24 | $144.9M | $54.8M |
| Q4 25 | — | $216.0M | ||
| Q3 25 | — | $215.7M | ||
| Q2 25 | — | $199.9M | ||
| Q1 25 | — | $199.7M | ||
| Q4 24 | — | $232.2M | ||
| Q3 24 | — | $232.0M | ||
| Q2 24 | — | $230.8M | ||
| Q1 24 | — | $225.6M |
| Q4 25 | $590.1M | $408.6M | ||
| Q3 25 | $576.5M | $397.4M | ||
| Q2 25 | $572.7M | $389.9M | ||
| Q1 25 | $561.4M | $380.2M | ||
| Q4 24 | $554.3M | $370.2M | ||
| Q3 24 | $547.6M | $362.4M | ||
| Q2 24 | $555.4M | $354.0M | ||
| Q1 24 | $559.9M | $349.0M |
| Q4 25 | $751.9M | $3.0B | ||
| Q3 25 | $706.4M | $2.9B | ||
| Q2 25 | $701.9M | $2.9B | ||
| Q1 25 | $689.0M | $2.8B | ||
| Q4 24 | $670.8M | $2.9B | ||
| Q3 24 | $650.3M | $2.9B | ||
| Q2 24 | $638.7M | $2.8B | ||
| Q1 24 | $657.7M | $2.6B |
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.65× | ||
| Q1 24 | — | 0.65× |
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 | $126.3M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 10.35× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $126.3M | ||
| Q3 25 | $5.5M | $67.0M | ||
| Q2 25 | $14.8M | $-10.7M | ||
| Q1 25 | $25.4M | $36.3M | ||
| Q4 24 | $6.6M | $108.7M | ||
| Q3 24 | $16.7M | $24.6M | ||
| Q2 24 | $-15.0M | $27.6M | ||
| Q1 24 | $-4.0M | $32.3M |
| 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 | — | 10.35× | ||
| Q3 25 | — | 8.63× | ||
| Q2 25 | — | -0.97× | ||
| Q1 25 | — | 3.02× | ||
| Q4 24 | — | 10.72× | ||
| Q3 24 | — | 2.86× | ||
| Q2 24 | — | 3.89× | ||
| Q1 24 | — | 3.22× |
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% |
MFIN
Segment breakdown not available.