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Side-by-side financial comparison of AMBARELLA INC (AMBA) and OppFi Inc. (OPFI). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $85.6M, roughly 1.3× OppFi Inc.). OppFi Inc. runs the higher net margin — 19.7% vs -13.9%, a 33.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 5.9%). OppFi Inc. produced more free cash flow last quarter ($382.2M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 16.3%).
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 ...
OppFi Inc. is a US-headquartered financial technology firm that provides responsible, accessible financial solutions including installment loans, credit-building tools and related support services to consumers underserved by traditional banking institutions, prioritizing fair terms to help users boost their long-term financial wellness.
AMBA vs OPFI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $85.6M |
| Net Profit | $-15.1M | $16.8M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 36.1% |
| Net Margin | -13.9% | 19.7% |
| Revenue YoY | 31.2% | 5.9% |
| Net Profit YoY | 37.2% | 400.3% |
| EPS (diluted) | $-0.35 | $1.48 |
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 | $85.6M | ||
| Q3 25 | $95.5M | $104.6M | ||
| Q2 25 | $85.9M | $100.2M | ||
| Q1 25 | $84.0M | $90.8M | ||
| Q4 24 | $82.7M | $80.8M | ||
| Q3 24 | $63.7M | $91.2M | ||
| Q2 24 | $54.5M | $86.3M | ||
| Q1 24 | $51.6M | $63.2M |
| Q4 25 | $-15.1M | $16.8M | ||
| Q3 25 | $-20.0M | $41.6M | ||
| Q2 25 | $-24.3M | $-20.8M | ||
| Q1 25 | $-20.2M | $-11.4M | ||
| Q4 24 | $-24.1M | $-5.6M | ||
| Q3 24 | $-34.9M | $4.3M | ||
| Q2 24 | $-37.9M | $3.1M | ||
| Q1 24 | $-60.6M | $5.5M |
| 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% | 36.1% | ||
| Q3 25 | -23.0% | 46.3% | ||
| Q2 25 | -30.1% | 44.7% | ||
| Q1 25 | -30.2% | 46.8% | ||
| Q4 24 | -30.9% | 30.5% | ||
| Q3 24 | -56.9% | 38.5% | ||
| Q2 24 | -72.4% | 34.2% | ||
| Q1 24 | -80.8% | 8.4% |
| Q4 25 | -13.9% | 19.7% | ||
| Q3 25 | -20.9% | 39.8% | ||
| Q2 25 | -28.3% | -20.7% | ||
| Q1 25 | -24.1% | -12.5% | ||
| Q4 24 | -29.1% | -6.9% | ||
| Q3 24 | -54.8% | 4.7% | ||
| Q2 24 | -69.6% | 3.6% | ||
| Q1 24 | -117.4% | 8.8% |
| Q4 25 | $-0.35 | $1.48 | ||
| Q3 25 | $-0.47 | $0.77 | ||
| Q2 25 | $-0.58 | $-0.78 | ||
| Q1 25 | $-0.48 | $-0.48 | ||
| Q4 24 | $-0.58 | $-0.11 | ||
| Q3 24 | $-0.85 | $0.21 | ||
| Q2 24 | $-0.93 | $0.16 | ||
| Q1 24 | $-1.51 | $0.10 |
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 | $49.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $58.5M |
| Total Assets | $751.9M | $754.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $49.5M | ||
| Q3 25 | $142.7M | $45.5M | ||
| Q2 25 | $141.3M | $45.2M | ||
| Q1 25 | $144.6M | $58.0M | ||
| Q4 24 | $127.1M | $61.3M | ||
| Q3 24 | $153.9M | $44.8M | ||
| Q2 24 | $131.8M | $46.6M | ||
| Q1 24 | $144.9M | $47.2M |
| Q4 25 | $590.1M | $58.5M | ||
| Q3 25 | $576.5M | $49.4M | ||
| Q2 25 | $572.7M | $13.4M | ||
| Q1 25 | $561.4M | $22.6M | ||
| Q4 24 | $554.3M | $32.8M | ||
| Q3 24 | $547.6M | $34.9M | ||
| Q2 24 | $555.4M | $18.6M | ||
| Q1 24 | $559.9M | $18.2M |
| Q4 25 | $751.9M | $754.1M | ||
| Q3 25 | $706.4M | $720.6M | ||
| Q2 25 | $701.9M | $673.4M | ||
| Q1 25 | $689.0M | $640.1M | ||
| Q4 24 | $670.8M | $641.2M | ||
| Q3 24 | $650.3M | $619.3M | ||
| Q2 24 | $638.7M | $573.1M | ||
| Q1 24 | $657.7M | $563.2M |
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 | $401.3M |
| Free Cash FlowOCF − Capex | $31.4M | $382.2M |
| FCF MarginFCF / Revenue | 29.0% | 446.6% |
| Capex IntensityCapex / Revenue | 2.7% | 22.3% |
| Cash ConversionOCF / Net Profit | — | 23.82× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $652.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $401.3M | ||
| Q3 25 | $5.5M | $105.1M | ||
| Q2 25 | $14.8M | $95.6M | ||
| Q1 25 | $25.4M | $83.7M | ||
| Q4 24 | $6.6M | $323.8M | ||
| Q3 24 | $16.7M | $77.6M | ||
| Q2 24 | $-15.0M | $77.3M | ||
| Q1 24 | $-4.0M | $74.4M |
| Q4 25 | $31.4M | $382.2M | ||
| Q3 25 | $1.4M | $99.9M | ||
| Q2 25 | $10.2M | $91.0M | ||
| Q1 25 | $21.2M | $79.3M | ||
| Q4 24 | $4.1M | $310.8M | ||
| Q3 24 | $14.2M | $73.7M | ||
| Q2 24 | $-16.1M | $74.7M | ||
| Q1 24 | $-6.0M | $72.3M |
| Q4 25 | 29.0% | 446.6% | ||
| Q3 25 | 1.4% | 95.6% | ||
| Q2 25 | 11.9% | 90.8% | ||
| Q1 25 | 25.3% | 87.4% | ||
| Q4 24 | 5.0% | 384.6% | ||
| Q3 24 | 22.2% | 80.8% | ||
| Q2 24 | -29.5% | 86.6% | ||
| Q1 24 | -11.6% | 114.4% |
| Q4 25 | 2.7% | 22.3% | ||
| Q3 25 | 4.3% | 5.0% | ||
| Q2 25 | 5.3% | 4.6% | ||
| Q1 25 | 5.0% | 4.8% | ||
| Q4 24 | 3.0% | 16.1% | ||
| Q3 24 | 4.0% | 4.3% | ||
| Q2 24 | 2.1% | 3.0% | ||
| Q1 24 | 3.7% | 3.4% |
| Q4 25 | — | 23.82× | ||
| Q3 25 | — | 2.52× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.19× | ||
| Q2 24 | — | 25.21× | ||
| Q1 24 | — | 13.44× |
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% |
OPFI
Segment breakdown not available.
