vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and OPAL Fuels Inc. (OPAL). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $88.4M, roughly 1.2× OPAL Fuels Inc.). OPAL Fuels Inc. runs the higher net margin — 18.3% vs -13.9%, a 32.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 18.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-13.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 17.6%).
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 ...
OPAL Fuels Inc. is a North American energy company focused on producing and distributing low-carbon renewable natural gas (RNG). It captures methane from landfills, dairy operations and other organic waste streams to produce RNG, which is mainly supplied to heavy-duty transportation fleets, commercial logistics operators and public transport entities to help reduce their greenhouse gas emissions.
AMBA vs OPAL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $88.4M |
| Net Profit | $-15.1M | $16.2M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 7.5% |
| Net Margin | -13.9% | 18.3% |
| Revenue YoY | 31.2% | 18.7% |
| Net Profit YoY | 37.2% | 401.5% |
| EPS (diluted) | $-0.35 | $0.08 |
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 | $88.4M | ||
| Q3 25 | $95.5M | $77.9M | ||
| Q2 25 | $85.9M | $77.4M | ||
| Q1 25 | $84.0M | $83.0M | ||
| Q4 24 | $82.7M | $74.5M | ||
| Q3 24 | $63.7M | $82.6M | ||
| Q2 24 | $54.5M | $69.8M | ||
| Q1 24 | $51.6M | $64.0M |
| Q4 25 | $-15.1M | $16.2M | ||
| Q3 25 | $-20.0M | $11.4M | ||
| Q2 25 | $-24.3M | $7.6M | ||
| Q1 25 | $-20.2M | $1.3M | ||
| Q4 24 | $-24.1M | $-5.4M | ||
| Q3 24 | $-34.9M | $17.1M | ||
| Q2 24 | $-37.9M | $1.9M | ||
| Q1 24 | $-60.6M | $677.0K |
| 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% | 7.5% | ||
| Q3 25 | -23.0% | 4.6% | ||
| Q2 25 | -30.1% | -1.1% | ||
| Q1 25 | -30.2% | -2.3% | ||
| Q4 24 | -30.9% | -0.5% | ||
| Q3 24 | -56.9% | 14.9% | ||
| Q2 24 | -72.4% | 8.1% | ||
| Q1 24 | -80.8% | 5.6% |
| Q4 25 | -13.9% | 18.3% | ||
| Q3 25 | -20.9% | 14.6% | ||
| Q2 25 | -28.3% | 9.8% | ||
| Q1 25 | -24.1% | 1.5% | ||
| Q4 24 | -29.1% | -7.2% | ||
| Q3 24 | -54.8% | 20.7% | ||
| Q2 24 | -69.6% | 2.7% | ||
| Q1 24 | -117.4% | 1.1% |
| Q4 25 | $-0.35 | $0.08 | ||
| Q3 25 | $-0.47 | $0.05 | ||
| Q2 25 | $-0.58 | $0.03 | ||
| Q1 25 | $-0.48 | $-0.01 | ||
| Q4 24 | $-0.58 | $-0.05 | ||
| Q3 24 | $-0.85 | $0.09 | ||
| Q2 24 | $-0.93 | $-0.01 | ||
| Q1 24 | $-1.51 | $-0.01 |
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 | $24.4M |
| Total DebtLower is stronger | — | $361.3M |
| Stockholders' EquityBook value | $590.1M | $-12.9M |
| Total Assets | $751.9M | $959.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $24.4M | ||
| Q3 25 | $142.7M | $29.9M | ||
| Q2 25 | $141.3M | $29.3M | ||
| Q1 25 | $144.6M | $40.1M | ||
| Q4 24 | $127.1M | $24.3M | ||
| Q3 24 | $153.9M | $31.0M | ||
| Q2 24 | $131.8M | $27.6M | ||
| Q1 24 | $144.9M | $34.2M |
| Q4 25 | — | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M | ||
| Q1 24 | — | $208.7M |
| Q4 25 | $590.1M | $-12.9M | ||
| Q3 25 | $576.5M | $7.5M | ||
| Q2 25 | $572.7M | $-25.0M | ||
| Q1 25 | $561.4M | $57.1M | ||
| Q4 24 | $554.3M | $-148.4M | ||
| Q3 24 | $547.6M | $-180.1M | ||
| Q2 24 | $555.4M | $-273.0M | ||
| Q1 24 | $559.9M | $-382.4M |
| Q4 25 | $751.9M | $959.5M | ||
| Q3 25 | $706.4M | $916.7M | ||
| Q2 25 | $701.9M | $905.5M | ||
| Q1 25 | $689.0M | $884.9M | ||
| Q4 24 | $670.8M | $881.1M | ||
| Q3 24 | $650.3M | $831.1M | ||
| Q2 24 | $638.7M | $782.3M | ||
| Q1 24 | $657.7M | $750.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-3.5M |
| Free Cash FlowOCF − Capex | $31.4M | $-13.4M |
| FCF MarginFCF / Revenue | 29.0% | -15.1% |
| Capex IntensityCapex / Revenue | 2.7% | 11.1% |
| Cash ConversionOCF / Net Profit | — | -0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-34.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-3.5M | ||
| Q3 25 | $5.5M | $18.2M | ||
| Q2 25 | $14.8M | $-7.9M | ||
| Q1 25 | $25.4M | $29.7M | ||
| Q4 24 | $6.6M | $-532.0K | ||
| Q3 24 | $16.7M | $17.7M | ||
| Q2 24 | $-15.0M | $533.0K | ||
| Q1 24 | $-4.0M | $13.7M |
| Q4 25 | $31.4M | $-13.4M | ||
| Q3 25 | $1.4M | $-9.3M | ||
| Q2 25 | $10.2M | $-29.7M | ||
| Q1 25 | $21.2M | $18.1M | ||
| Q4 24 | $4.1M | $-55.0M | ||
| Q3 24 | $14.2M | $-5.4M | ||
| Q2 24 | $-16.1M | $-22.5M | ||
| Q1 24 | $-6.0M | $-13.0M |
| Q4 25 | 29.0% | -15.1% | ||
| Q3 25 | 1.4% | -11.9% | ||
| Q2 25 | 11.9% | -38.4% | ||
| Q1 25 | 25.3% | 21.8% | ||
| Q4 24 | 5.0% | -73.8% | ||
| Q3 24 | 22.2% | -6.5% | ||
| Q2 24 | -29.5% | -32.2% | ||
| Q1 24 | -11.6% | -20.4% |
| Q4 25 | 2.7% | 11.1% | ||
| Q3 25 | 4.3% | 35.3% | ||
| Q2 25 | 5.3% | 28.2% | ||
| Q1 25 | 5.0% | 13.9% | ||
| Q4 24 | 3.0% | 73.1% | ||
| Q3 24 | 4.0% | 27.9% | ||
| Q2 24 | 2.1% | 32.9% | ||
| Q1 24 | 3.7% | 41.8% |
| Q4 25 | — | -0.22× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | -1.04× | ||
| Q1 25 | — | 23.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 20.26× |
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% |
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
