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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Mistras Group, Inc. (MG). Click either name above to swap in a different company.
Mistras Group, Inc. is the larger business by last-quarter revenue ($181.5M vs $108.5M, roughly 1.7× AMBARELLA INC). Mistras Group, Inc. runs the higher net margin — 2.1% vs -13.9%, a 16.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 5.1%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $26.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -0.8%).
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 ...
Mistras Group, Inc. is a global provider of asset integrity and protection solutions, offering non-destructive testing, inspection, real-time monitoring, and engineering consulting services. Its key client segments include oil and gas, aerospace, power generation, and manufacturing industries, with operations spanning North America, Europe, and Asia-Pacific, helping clients enhance operational safety, extend asset lifespans, and minimize unplanned downtime.
AMBA vs MG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $181.5M |
| Net Profit | $-15.1M | $3.8M |
| Gross Margin | 59.6% | 28.4% |
| Operating Margin | -15.0% | 7.0% |
| Net Margin | -13.9% | 2.1% |
| Revenue YoY | 31.2% | 5.1% |
| Net Profit YoY | 37.2% | -27.4% |
| EPS (diluted) | $-0.35 | $0.12 |
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 | $181.5M | ||
| Q3 25 | $95.5M | $195.5M | ||
| Q2 25 | $85.9M | $185.4M | ||
| Q1 25 | $84.0M | $161.6M | ||
| Q4 24 | $82.7M | $172.7M | ||
| Q3 24 | $63.7M | $182.7M | ||
| Q2 24 | $54.5M | $189.8M | ||
| Q1 24 | $51.6M | $184.4M |
| Q4 25 | $-15.1M | $3.8M | ||
| Q3 25 | $-20.0M | $13.1M | ||
| Q2 25 | $-24.3M | $3.0M | ||
| Q1 25 | $-20.2M | $-3.2M | ||
| Q4 24 | $-24.1M | $5.2M | ||
| Q3 24 | $-34.9M | $6.4M | ||
| Q2 24 | $-37.9M | $6.4M | ||
| Q1 24 | $-60.6M | $995.0K |
| Q4 25 | 59.6% | 28.4% | ||
| Q3 25 | 58.9% | 29.8% | ||
| Q2 25 | 60.0% | 29.1% | ||
| Q1 25 | 60.0% | 25.3% | ||
| Q4 24 | 60.6% | 26.5% | ||
| Q3 24 | 60.8% | 26.8% | ||
| Q2 24 | 60.9% | 27.1% | ||
| Q1 24 | 59.8% | 25.0% |
| Q4 25 | -15.0% | 7.0% | ||
| Q3 25 | -23.0% | 10.4% | ||
| Q2 25 | -30.1% | 4.5% | ||
| Q1 25 | -30.2% | -0.6% | ||
| Q4 24 | -30.9% | 6.1% | ||
| Q3 24 | -56.9% | 6.5% | ||
| Q2 24 | -72.4% | 6.3% | ||
| Q1 24 | -80.8% | 3.0% |
| Q4 25 | -13.9% | 2.1% | ||
| Q3 25 | -20.9% | 6.7% | ||
| Q2 25 | -28.3% | 1.6% | ||
| Q1 25 | -24.1% | -2.0% | ||
| Q4 24 | -29.1% | 3.0% | ||
| Q3 24 | -54.8% | 3.5% | ||
| Q2 24 | -69.6% | 3.4% | ||
| Q1 24 | -117.4% | 0.5% |
| Q4 25 | $-0.35 | $0.12 | ||
| Q3 25 | $-0.47 | $0.41 | ||
| Q2 25 | $-0.58 | $0.10 | ||
| Q1 25 | $-0.48 | $-0.10 | ||
| Q4 24 | $-0.58 | $0.17 | ||
| Q3 24 | $-0.85 | $0.20 | ||
| Q2 24 | $-0.93 | $0.20 | ||
| Q1 24 | $-1.51 | $0.03 |
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 | $28.0M |
| Total DebtLower is stronger | — | $178.0M |
| Stockholders' EquityBook value | $590.1M | $235.1M |
| Total Assets | $751.9M | $578.8M |
| Debt / EquityLower = less leverage | — | 0.76× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $28.0M | ||
| Q3 25 | $142.7M | $27.8M | ||
| Q2 25 | $141.3M | $20.0M | ||
| Q1 25 | $144.6M | $18.5M | ||
| Q4 24 | $127.1M | $18.3M | ||
| Q3 24 | $153.9M | $20.4M | ||
| Q2 24 | $131.8M | $17.2M | ||
| Q1 24 | $144.9M | $16.9M |
| Q4 25 | — | $178.0M | ||
| Q3 25 | — | $202.3M | ||
| Q2 25 | — | $189.4M | ||
| Q1 25 | — | $171.9M | ||
| Q4 24 | — | $169.6M | ||
| Q3 24 | — | $189.7M | ||
| Q2 24 | — | $199.7M | ||
| Q1 24 | — | $198.4M |
| Q4 25 | $590.1M | $235.1M | ||
| Q3 25 | $576.5M | $227.4M | ||
| Q2 25 | $572.7M | $215.8M | ||
| Q1 25 | $561.4M | $198.7M | ||
| Q4 24 | $554.3M | $198.6M | ||
| Q3 24 | $547.6M | $205.2M | ||
| Q2 24 | $555.4M | $193.2M | ||
| Q1 24 | $559.9M | $187.1M |
| Q4 25 | $751.9M | $578.8M | ||
| Q3 25 | $706.4M | $596.3M | ||
| Q2 25 | $701.9M | $571.0M | ||
| Q1 25 | $689.0M | $526.8M | ||
| Q4 24 | $670.8M | $523.0M | ||
| Q3 24 | $650.3M | $551.7M | ||
| Q2 24 | $638.7M | $548.1M | ||
| Q1 24 | $657.7M | $542.1M |
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | 0.92× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.06× |
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 | $32.1M |
| Free Cash FlowOCF − Capex | $31.4M | $26.0M |
| FCF MarginFCF / Revenue | 29.0% | 14.3% |
| Capex IntensityCapex / Revenue | 2.7% | 3.4% |
| Cash ConversionOCF / Net Profit | — | 8.55× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $8.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $32.1M | ||
| Q3 25 | $5.5M | $4.5M | ||
| Q2 25 | $14.8M | $-9.3M | ||
| Q1 25 | $25.4M | $5.6M | ||
| Q4 24 | $6.6M | $25.7M | ||
| Q3 24 | $16.7M | $19.4M | ||
| Q2 24 | $-15.0M | $4.5M | ||
| Q1 24 | $-4.0M | $604.0K |
| Q4 25 | $31.4M | $26.0M | ||
| Q3 25 | $1.4M | $-4.1M | ||
| Q2 25 | $10.2M | $-14.7M | ||
| Q1 25 | $21.2M | $1.1M | ||
| Q4 24 | $4.1M | $22.1M | ||
| Q3 24 | $14.2M | $14.6M | ||
| Q2 24 | $-16.1M | $-284.0K | ||
| Q1 24 | $-6.0M | $-4.2M |
| Q4 25 | 29.0% | 14.3% | ||
| Q3 25 | 1.4% | -2.1% | ||
| Q2 25 | 11.9% | -7.9% | ||
| Q1 25 | 25.3% | 0.7% | ||
| Q4 24 | 5.0% | 12.8% | ||
| Q3 24 | 22.2% | 8.0% | ||
| Q2 24 | -29.5% | -0.1% | ||
| Q1 24 | -11.6% | -2.3% |
| Q4 25 | 2.7% | 3.4% | ||
| Q3 25 | 4.3% | 4.4% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 5.0% | 2.8% | ||
| Q4 24 | 3.0% | 2.1% | ||
| Q3 24 | 4.0% | 2.6% | ||
| Q2 24 | 2.1% | 2.5% | ||
| Q1 24 | 3.7% | 2.6% |
| Q4 25 | — | 8.55× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | -3.07× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | — | 3.02× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.61× |
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% |
MG
Segment breakdown not available.
