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Side-by-side financial comparison of AMBARELLA INC (AMBA) and National Storage Affiliates Trust (NSA). Click either name above to swap in a different company.
National Storage Affiliates Trust is the larger business by last-quarter revenue ($187.0M vs $108.5M, roughly 1.7× AMBARELLA INC). National Storage Affiliates Trust runs the higher net margin — 12.2% vs -13.9%, a 26.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -2.4%).
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 ...
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
AMBA vs NSA — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $187.0M |
| Net Profit | $-15.1M | $22.9M |
| Gross Margin | 59.6% | 72.5% |
| Operating Margin | -15.0% | 20.2% |
| Net Margin | -13.9% | 12.2% |
| Revenue YoY | 31.2% | -1.6% |
| Net Profit YoY | 37.2% | 36.8% |
| EPS (diluted) | $-0.35 | $0.23 |
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 | $187.0M | ||
| Q3 25 | $95.5M | $188.7M | ||
| Q2 25 | $85.9M | $188.8M | ||
| Q1 25 | $84.0M | $188.4M | ||
| Q4 24 | $82.7M | $190.1M | ||
| Q3 24 | $63.7M | $193.6M | ||
| Q2 24 | $54.5M | $190.4M | ||
| Q1 24 | $51.6M | $196.1M |
| Q4 25 | $-15.1M | $22.9M | ||
| Q3 25 | $-20.0M | $18.4M | ||
| Q2 25 | $-24.3M | $19.5M | ||
| Q1 25 | $-20.2M | $13.0M | ||
| Q4 24 | $-24.1M | $16.7M | ||
| Q3 24 | $-34.9M | $18.7M | ||
| Q2 24 | $-37.9M | $17.1M | ||
| Q1 24 | $-60.6M | $59.0M |
| Q4 25 | 59.6% | 72.5% | ||
| Q3 25 | 58.9% | 70.7% | ||
| Q2 25 | 60.0% | 70.5% | ||
| Q1 25 | 60.0% | 70.7% | ||
| Q4 24 | 60.6% | 72.5% | ||
| Q3 24 | 60.8% | 72.8% | ||
| Q2 24 | 60.9% | 72.6% | ||
| Q1 24 | 59.8% | 72.1% |
| Q4 25 | -15.0% | 20.2% | ||
| Q3 25 | -23.0% | 15.8% | ||
| Q2 25 | -30.1% | 16.5% | ||
| Q1 25 | -30.2% | 11.0% | ||
| Q4 24 | -30.9% | 14.5% | ||
| Q3 24 | -56.9% | 15.8% | ||
| Q2 24 | -72.4% | 17.2% | ||
| Q1 24 | -80.8% | 48.9% |
| Q4 25 | -13.9% | 12.2% | ||
| Q3 25 | -20.9% | 9.8% | ||
| Q2 25 | -28.3% | 10.3% | ||
| Q1 25 | -24.1% | 6.9% | ||
| Q4 24 | -29.1% | 8.8% | ||
| Q3 24 | -54.8% | 9.7% | ||
| Q2 24 | -69.6% | 9.0% | ||
| Q1 24 | -117.4% | 30.1% |
| Q4 25 | $-0.35 | $0.23 | ||
| Q3 25 | $-0.47 | $0.17 | ||
| Q2 25 | $-0.58 | $0.19 | ||
| Q1 25 | $-0.48 | $0.10 | ||
| Q4 24 | $-0.58 | $0.19 | ||
| Q3 24 | $-0.85 | $0.18 | ||
| Q2 24 | $-0.93 | $0.16 | ||
| Q1 24 | $-1.51 | $0.65 |
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 | $23.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $946.0M |
| Total Assets | $751.9M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $23.3M | ||
| Q3 25 | $142.7M | $26.3M | ||
| Q2 25 | $141.3M | $26.1M | ||
| Q1 25 | $144.6M | $19.3M | ||
| Q4 24 | $127.1M | $50.4M | ||
| Q3 24 | $153.9M | $69.9M | ||
| Q2 24 | $131.8M | $59.0M | ||
| Q1 24 | $144.9M | $64.2M |
| Q4 25 | $590.1M | $946.0M | ||
| Q3 25 | $576.5M | $973.1M | ||
| Q2 25 | $572.7M | $1.0B | ||
| Q1 25 | $561.4M | $1.0B | ||
| Q4 24 | $554.3M | $1.1B | ||
| Q3 24 | $547.6M | $986.9M | ||
| Q2 24 | $555.4M | $1.2B | ||
| Q1 24 | $559.9M | $1.3B |
| Q4 25 | $751.9M | $5.1B | ||
| Q3 25 | $706.4M | $5.1B | ||
| Q2 25 | $701.9M | $5.2B | ||
| Q1 25 | $689.0M | $5.3B | ||
| Q4 24 | $670.8M | $5.4B | ||
| Q3 24 | $650.3M | $5.4B | ||
| Q2 24 | $638.7M | $5.3B | ||
| Q1 24 | $657.7M | $5.4B |
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 | $338.5M |
| Free Cash FlowOCF − Capex | $31.4M | $299.8M |
| FCF MarginFCF / Revenue | 29.0% | 160.3% |
| Capex IntensityCapex / Revenue | 2.7% | 20.7% |
| Cash ConversionOCF / Net Profit | — | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $338.5M | ||
| Q3 25 | $5.5M | $100.2M | ||
| Q2 25 | $14.8M | $79.9M | ||
| Q1 25 | $25.4M | $85.6M | ||
| Q4 24 | $6.6M | $363.1M | ||
| Q3 24 | $16.7M | $105.7M | ||
| Q2 24 | $-15.0M | $83.2M | ||
| Q1 24 | $-4.0M | $94.0M |
| Q4 25 | $31.4M | $299.8M | ||
| Q3 25 | $1.4M | $88.0M | ||
| Q2 25 | $10.2M | $73.8M | ||
| Q1 25 | $21.2M | $79.9M | ||
| Q4 24 | $4.1M | $344.4M | ||
| Q3 24 | $14.2M | $101.8M | ||
| Q2 24 | $-16.1M | $79.5M | ||
| Q1 24 | $-6.0M | $88.6M |
| Q4 25 | 29.0% | 160.3% | ||
| Q3 25 | 1.4% | 46.6% | ||
| Q2 25 | 11.9% | 39.1% | ||
| Q1 25 | 25.3% | 42.4% | ||
| Q4 24 | 5.0% | 181.2% | ||
| Q3 24 | 22.2% | 52.6% | ||
| Q2 24 | -29.5% | 41.7% | ||
| Q1 24 | -11.6% | 45.2% |
| Q4 25 | 2.7% | 20.7% | ||
| Q3 25 | 4.3% | 6.5% | ||
| Q2 25 | 5.3% | 3.2% | ||
| Q1 25 | 5.0% | 3.0% | ||
| Q4 24 | 3.0% | 9.8% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 2.1% | 1.9% | ||
| Q1 24 | 3.7% | 2.7% |
| Q4 25 | — | 14.79× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | — | 21.70× | ||
| Q3 24 | — | 5.65× | ||
| Q2 24 | — | 4.88× | ||
| Q1 24 | — | 1.59× |
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% |
NSA
Segment breakdown not available.
