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Side-by-side financial comparison of AMBARELLA INC (AMBA) and PennyMac Mortgage Investment Trust (PMT). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $93.6M, roughly 1.2× PennyMac Mortgage Investment Trust). PennyMac Mortgage Investment Trust runs the higher net margin — 56.0% vs -13.9%, a 69.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -13.3%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 12.3%).
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 ...
PennyMac Mortgage Investment Trust is a U.S.-headquartered real estate investment trust specializing in residential mortgage assets. It invests in performing and non-performing mortgage loans, mortgage-backed securities, and credit risk transfer instruments, operating across investment management and mortgage servicing segments in the U.S. housing market.
AMBA vs PMT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $93.6M |
| Net Profit | $-15.1M | $52.4M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 38.6% |
| Net Margin | -13.9% | 56.0% |
| Revenue YoY | 31.2% | -13.3% |
| Net Profit YoY | 37.2% | 12.5% |
| EPS (diluted) | $-0.35 | $0.49 |
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 | $93.6M | ||
| Q3 25 | $95.5M | $99.2M | ||
| Q2 25 | $85.9M | $70.2M | ||
| Q1 25 | $84.0M | $44.5M | ||
| Q4 24 | $82.7M | $107.9M | ||
| Q3 24 | $63.7M | $80.9M | ||
| Q2 24 | $54.5M | $71.2M | ||
| Q1 24 | $51.6M | $74.2M |
| Q4 25 | $-15.1M | $52.4M | ||
| Q3 25 | $-20.0M | $58.3M | ||
| Q2 25 | $-24.3M | $7.5M | ||
| Q1 25 | $-20.2M | $9.7M | ||
| Q4 24 | $-24.1M | $46.5M | ||
| Q3 24 | $-34.9M | $41.4M | ||
| Q2 24 | $-37.9M | $25.4M | ||
| Q1 24 | $-60.6M | $47.6M |
| 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% | 38.6% | ||
| Q3 25 | -23.0% | 47.4% | ||
| Q2 25 | -30.1% | 24.2% | ||
| Q1 25 | -30.2% | -14.2% | ||
| Q4 24 | -30.9% | 51.1% | ||
| Q3 24 | -56.9% | 32.8% | ||
| Q2 24 | -72.4% | 40.2% | ||
| Q1 24 | -80.8% | 43.6% |
| Q4 25 | -13.9% | 56.0% | ||
| Q3 25 | -20.9% | 58.7% | ||
| Q2 25 | -28.3% | 10.7% | ||
| Q1 25 | -24.1% | 21.8% | ||
| Q4 24 | -29.1% | 43.1% | ||
| Q3 24 | -54.8% | 51.2% | ||
| Q2 24 | -69.6% | 35.7% | ||
| Q1 24 | -117.4% | 64.2% |
| Q4 25 | $-0.35 | $0.49 | ||
| Q3 25 | $-0.47 | $0.55 | ||
| Q2 25 | $-0.58 | $-0.04 | ||
| Q1 25 | $-0.48 | $-0.01 | ||
| Q4 24 | $-0.58 | $0.45 | ||
| Q3 24 | $-0.85 | $0.36 | ||
| Q2 24 | $-0.93 | $0.17 | ||
| Q1 24 | $-1.51 | $0.39 |
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 | $190.5M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $590.1M | $1.9B |
| Total Assets | $751.9M | $21.3B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $190.5M | ||
| Q3 25 | $142.7M | $181.0M | ||
| Q2 25 | $141.3M | $108.6M | ||
| Q1 25 | $144.6M | $204.2M | ||
| Q4 24 | $127.1M | $103.2M | ||
| Q3 24 | $153.9M | $102.8M | ||
| Q2 24 | $131.8M | $336.3M | ||
| Q1 24 | $144.9M | $343.3M |
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $299.0M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $968.4M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $5.4B | ||
| Q1 24 | — | $5.1B |
| Q4 25 | $590.1M | $1.9B | ||
| Q3 25 | $576.5M | $1.9B | ||
| Q2 25 | $572.7M | $1.9B | ||
| Q1 25 | $561.4M | $1.9B | ||
| Q4 24 | $554.3M | $1.9B | ||
| Q3 24 | $547.6M | $1.9B | ||
| Q2 24 | $555.4M | $1.9B | ||
| Q1 24 | $559.9M | $2.0B |
| Q4 25 | $751.9M | $21.3B | ||
| Q3 25 | $706.4M | $18.5B | ||
| Q2 25 | $701.9M | $16.8B | ||
| Q1 25 | $689.0M | $14.9B | ||
| Q4 24 | $670.8M | $14.4B | ||
| Q3 24 | $650.3M | $13.1B | ||
| Q2 24 | $638.7M | $12.1B | ||
| Q1 24 | $657.7M | $12.3B |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 2.70× | ||
| Q2 24 | — | 2.76× | ||
| Q1 24 | — | 2.60× |
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 | $-7.2B |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | -137.76× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-7.2B | ||
| Q3 25 | $5.5M | $-1.3B | ||
| Q2 25 | $14.8M | $-2.0B | ||
| Q1 25 | $25.4M | $-594.3M | ||
| Q4 24 | $6.6M | $-2.7B | ||
| Q3 24 | $16.7M | $-983.8M | ||
| Q2 24 | $-15.0M | $243.8M | ||
| Q1 24 | $-4.0M | $-342.4M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | -137.76× | ||
| Q3 25 | — | -22.26× | ||
| Q2 25 | — | -267.53× | ||
| Q1 25 | — | -61.39× | ||
| Q4 24 | — | -58.08× | ||
| Q3 24 | — | -23.76× | ||
| Q2 24 | — | 9.59× | ||
| Q1 24 | — | -7.19× |
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% |
PMT
| Other | $55.0M | 59% |
| Interest Rate Sensitive Strategies | $31.4M | 34% |
| Correspondent Production | $7.2M | 8% |
