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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

Bigger by revenue
AMBA
AMBA
1.5× larger
AMBA
$108.5M
$70.6M
MFIN
Growing faster (revenue YoY)
AMBA
AMBA
+5.8% gap
AMBA
31.2%
25.4%
MFIN
Higher net margin
MFIN
MFIN
31.2% more per $
MFIN
17.3%
-13.9%
AMBA
Faster 2-yr revenue CAGR
AMBA
AMBA
Annualised
AMBA
45.0%
15.0%
MFIN

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
AMBA
AMBA
MFIN
MFIN
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.

Revenue
AMBA
AMBA
MFIN
MFIN
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
Net Profit
AMBA
AMBA
MFIN
MFIN
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
Gross Margin
AMBA
AMBA
MFIN
MFIN
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%
Operating Margin
AMBA
AMBA
MFIN
MFIN
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%
Net Margin
AMBA
AMBA
MFIN
MFIN
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%
EPS (diluted)
AMBA
AMBA
MFIN
MFIN
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
AMBA
AMBA
MFIN
MFIN
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.

Cash + ST Investments
AMBA
AMBA
MFIN
MFIN
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
Total Debt
AMBA
AMBA
MFIN
MFIN
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
Stockholders' Equity
AMBA
AMBA
MFIN
MFIN
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
Total Assets
AMBA
AMBA
MFIN
MFIN
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
Debt / Equity
AMBA
AMBA
MFIN
MFIN
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
AMBA
AMBA
MFIN
MFIN
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.

Operating Cash Flow
AMBA
AMBA
MFIN
MFIN
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
Free Cash Flow
AMBA
AMBA
MFIN
MFIN
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
FCF Margin
AMBA
AMBA
MFIN
MFIN
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%
Capex Intensity
AMBA
AMBA
MFIN
MFIN
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%
Cash Conversion
AMBA
AMBA
MFIN
MFIN
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
AMBA

TW$76.0M70%
Asia Pacific Other Than Taiwan$20.2M19%
North America Other Than United States$7.4M7%
Other$5.0M5%

MFIN
MFIN

Segment breakdown not available.

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