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Side-by-side financial comparison of AMBARELLA INC (AMBA) and MARINE PRODUCTS CORP (MPX). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $64.6M, roughly 1.7× MARINE PRODUCTS CORP). MARINE PRODUCTS CORP runs the higher net margin — 3.7% vs -13.9%, a 17.6% gap on every dollar of revenue. On growth, MARINE PRODUCTS CORP posted the faster year-over-year revenue change (35.0% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $4.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -3.5%).
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 ...
West Marine is an American company based in Fort Lauderdale, Florida, which operates a chain of boating supply and fishing retail stores. The company has 247 retail stores in North America. West Marine also runs Blue Future a non profit organization. West Marine's flagship store is in Fort Lauderdale. Opened on November 11, 2011, the store is the company's largest at over 50,000 square feet.
AMBA vs MPX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $64.6M |
| Net Profit | $-15.1M | $2.4M |
| Gross Margin | 59.6% | 19.6% |
| Operating Margin | -15.0% | 5.8% |
| Net Margin | -13.9% | 3.7% |
| Revenue YoY | 31.2% | 35.0% |
| Net Profit YoY | 37.2% | -44.6% |
| EPS (diluted) | $-0.35 | $0.07 |
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 | $64.6M | ||
| Q3 25 | $95.5M | $53.1M | ||
| Q2 25 | $85.9M | $67.7M | ||
| Q1 25 | $84.0M | $59.0M | ||
| Q4 24 | $82.7M | $47.8M | ||
| Q3 24 | $63.7M | $49.9M | ||
| Q2 24 | $54.5M | $69.5M | ||
| Q1 24 | $51.6M | $69.3M |
| Q4 25 | $-15.1M | $2.4M | ||
| Q3 25 | $-20.0M | $2.6M | ||
| Q2 25 | $-24.3M | $4.2M | ||
| Q1 25 | $-20.2M | $2.2M | ||
| Q4 24 | $-24.1M | $4.3M | ||
| Q3 24 | $-34.9M | $3.4M | ||
| Q2 24 | $-37.9M | $5.6M | ||
| Q1 24 | $-60.6M | $4.6M |
| Q4 25 | 59.6% | 19.6% | ||
| Q3 25 | 58.9% | 19.2% | ||
| Q2 25 | 60.0% | 19.1% | ||
| Q1 25 | 60.0% | 18.6% | ||
| Q4 24 | 60.6% | 19.2% | ||
| Q3 24 | 60.8% | 18.4% | ||
| Q2 24 | 60.9% | 18.9% | ||
| Q1 24 | 59.8% | 20.2% |
| Q4 25 | -15.0% | 5.8% | ||
| Q3 25 | -23.0% | 5.4% | ||
| Q2 25 | -30.1% | 7.1% | ||
| Q1 25 | -30.2% | 4.4% | ||
| Q4 24 | -30.9% | 7.7% | ||
| Q3 24 | -56.9% | 7.2% | ||
| Q2 24 | -72.4% | 8.3% | ||
| Q1 24 | -80.8% | 7.6% |
| Q4 25 | -13.9% | 3.7% | ||
| Q3 25 | -20.9% | 5.0% | ||
| Q2 25 | -28.3% | 6.1% | ||
| Q1 25 | -24.1% | 3.7% | ||
| Q4 24 | -29.1% | 8.9% | ||
| Q3 24 | -54.8% | 6.8% | ||
| Q2 24 | -69.6% | 8.0% | ||
| Q1 24 | -117.4% | 6.6% |
| Q4 25 | $-0.35 | $0.07 | ||
| Q3 25 | $-0.47 | $0.07 | ||
| Q2 25 | $-0.58 | $0.12 | ||
| Q1 25 | $-0.48 | $0.06 | ||
| Q4 24 | $-0.58 | $0.13 | ||
| Q3 24 | $-0.85 | $0.10 | ||
| Q2 24 | $-0.93 | $0.14 | ||
| 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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $125.0M |
| Total Assets | $751.9M | $147.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | $590.1M | $125.0M | ||
| Q3 25 | $576.5M | $126.3M | ||
| Q2 25 | $572.7M | $127.2M | ||
| Q1 25 | $561.4M | $126.4M | ||
| Q4 24 | $554.3M | $129.0M | ||
| Q3 24 | $547.6M | $128.8M | ||
| Q2 24 | $555.4M | $129.3M | ||
| Q1 24 | $559.9M | $151.4M |
| Q4 25 | $751.9M | $147.2M | ||
| Q3 25 | $706.4M | $179.5M | ||
| Q2 25 | $701.9M | $173.2M | ||
| Q1 25 | $689.0M | $182.9M | ||
| Q4 24 | $670.8M | $171.2M | ||
| Q3 24 | $650.3M | $176.3M | ||
| Q2 24 | $638.7M | $175.7M | ||
| Q1 24 | $657.7M | $204.0M |
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 | $4.7M |
| Free Cash FlowOCF − Capex | $31.4M | $4.1M |
| FCF MarginFCF / Revenue | 29.0% | 6.4% |
| Capex IntensityCapex / Revenue | 2.7% | 0.9% |
| Cash ConversionOCF / Net Profit | — | 2.00× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $14.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $4.7M | ||
| Q3 25 | $5.5M | $2.6M | ||
| Q2 25 | $14.8M | $-1.6M | ||
| Q1 25 | $25.4M | $10.8M | ||
| Q4 24 | $6.6M | $4.6M | ||
| Q3 24 | $16.7M | $5.1M | ||
| Q2 24 | $-15.0M | $3.8M | ||
| Q1 24 | $-4.0M | $15.9M |
| Q4 25 | $31.4M | $4.1M | ||
| Q3 25 | $1.4M | $2.1M | ||
| Q2 25 | $10.2M | $-2.0M | ||
| Q1 25 | $21.2M | $10.7M | ||
| Q4 24 | $4.1M | $3.6M | ||
| Q3 24 | $14.2M | $3.2M | ||
| Q2 24 | $-16.1M | $3.0M | ||
| Q1 24 | $-6.0M | $15.0M |
| Q4 25 | 29.0% | 6.4% | ||
| Q3 25 | 1.4% | 4.0% | ||
| Q2 25 | 11.9% | -3.0% | ||
| Q1 25 | 25.3% | 18.1% | ||
| Q4 24 | 5.0% | 7.6% | ||
| Q3 24 | 22.2% | 6.5% | ||
| Q2 24 | -29.5% | 4.4% | ||
| Q1 24 | -11.6% | 21.7% |
| Q4 25 | 2.7% | 0.9% | ||
| Q3 25 | 4.3% | 0.8% | ||
| Q2 25 | 5.3% | 0.6% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 2.1% | ||
| Q3 24 | 4.0% | 3.8% | ||
| Q2 24 | 2.1% | 1.1% | ||
| Q1 24 | 3.7% | 1.3% |
| Q4 25 | — | 2.00× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | -0.39× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.51× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 3.46× |
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% |
MPX
| Boats And Accessories | $63.4M | 98% |
| Parts | $1.1M | 2% |
