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Side-by-side financial comparison of AMBARELLA INC (AMBA) and CPI Card Group Inc. (PMTS). Click either name above to swap in a different company.
CPI Card Group Inc. is the larger business by last-quarter revenue ($153.1M vs $108.5M, roughly 1.4× AMBARELLA INC). CPI Card Group Inc. runs the higher net margin — 4.8% vs -13.9%, a 18.7% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 22.3%). CPI Card Group Inc. produced more free cash flow last quarter ($35.2M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 16.9%).
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 ...
CPI Card Group Inc. is a leading provider of payment card production and associated solutions, including contactless and contact credit/debit cards, prepaid cards, and card personalization services. It primarily serves financial institutions, fintech firms, and retail brands across its core North American market.
AMBA vs PMTS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $153.1M |
| Net Profit | $-15.1M | $7.3M |
| Gross Margin | 59.6% | 31.5% |
| Operating Margin | -15.0% | 12.0% |
| Net Margin | -13.9% | 4.8% |
| Revenue YoY | 31.2% | 22.3% |
| Net Profit YoY | 37.2% | 8.5% |
| EPS (diluted) | $-0.35 | $0.62 |
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 | $153.1M | ||
| Q3 25 | $95.5M | $138.0M | ||
| Q2 25 | $85.9M | $129.8M | ||
| Q1 25 | $84.0M | $122.8M | ||
| Q4 24 | $82.7M | $125.1M | ||
| Q3 24 | $63.7M | $124.8M | ||
| Q2 24 | $54.5M | $118.8M | ||
| Q1 24 | $51.6M | $111.9M |
| Q4 25 | $-15.1M | $7.3M | ||
| Q3 25 | $-20.0M | $2.3M | ||
| Q2 25 | $-24.3M | $518.0K | ||
| Q1 25 | $-20.2M | $4.8M | ||
| Q4 24 | $-24.1M | $6.8M | ||
| Q3 24 | $-34.9M | $1.3M | ||
| Q2 24 | $-37.9M | $6.0M | ||
| Q1 24 | $-60.6M | $5.5M |
| Q4 25 | 59.6% | 31.5% | ||
| Q3 25 | 58.9% | 29.7% | ||
| Q2 25 | 60.0% | 30.9% | ||
| Q1 25 | 60.0% | 33.2% | ||
| Q4 24 | 60.6% | 34.1% | ||
| Q3 24 | 60.8% | 35.8% | ||
| Q2 24 | 60.9% | 35.7% | ||
| Q1 24 | 59.8% | 37.1% |
| Q4 25 | -15.0% | 12.0% | ||
| Q3 25 | -23.0% | 9.4% | ||
| Q2 25 | -30.1% | 7.3% | ||
| Q1 25 | -30.2% | 11.5% | ||
| Q4 24 | -30.9% | 12.7% | ||
| Q3 24 | -56.9% | 14.3% | ||
| Q2 24 | -72.4% | 12.5% | ||
| Q1 24 | -80.8% | 12.6% |
| Q4 25 | -13.9% | 4.8% | ||
| Q3 25 | -20.9% | 1.7% | ||
| Q2 25 | -28.3% | 0.4% | ||
| Q1 25 | -24.1% | 3.9% | ||
| Q4 24 | -29.1% | 5.4% | ||
| Q3 24 | -54.8% | 1.0% | ||
| Q2 24 | -69.6% | 5.1% | ||
| Q1 24 | -117.4% | 4.9% |
| Q4 25 | $-0.35 | $0.62 | ||
| Q3 25 | $-0.47 | $0.19 | ||
| Q2 25 | $-0.58 | $0.04 | ||
| Q1 25 | $-0.48 | $0.40 | ||
| Q4 24 | $-0.58 | $0.56 | ||
| Q3 24 | $-0.85 | $0.11 | ||
| Q2 24 | $-0.93 | $0.51 | ||
| Q1 24 | $-1.51 | $0.46 |
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 | $21.7M |
| Total DebtLower is stronger | — | $286.7M |
| Stockholders' EquityBook value | $590.1M | $-17.3M |
| Total Assets | $751.9M | $403.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $21.7M | ||
| Q3 25 | $142.7M | $16.0M | ||
| Q2 25 | $141.3M | $17.1M | ||
| Q1 25 | $144.6M | $31.5M | ||
| Q4 24 | $127.1M | $33.5M | ||
| Q3 24 | $153.9M | $14.7M | ||
| Q2 24 | $131.8M | $7.5M | ||
| Q1 24 | $144.9M | $17.1M |
| Q4 25 | — | $286.7M | ||
| Q3 25 | — | $308.4M | ||
| Q2 25 | — | $310.9M | ||
| Q1 25 | — | $280.7M | ||
| Q4 24 | — | $280.4M | ||
| Q3 24 | — | $280.2M | ||
| Q2 24 | — | $269.7M | ||
| Q1 24 | — | $265.3M |
| Q4 25 | $590.1M | $-17.3M | ||
| Q3 25 | $576.5M | $-25.7M | ||
| Q2 25 | $572.7M | $-29.0M | ||
| Q1 25 | $561.4M | $-29.7M | ||
| Q4 24 | $554.3M | $-35.6M | ||
| Q3 24 | $547.6M | $-42.8M | ||
| Q2 24 | $555.4M | $-44.6M | ||
| Q1 24 | $559.9M | $-48.5M |
| Q4 25 | $751.9M | $403.2M | ||
| Q3 25 | $706.4M | $407.1M | ||
| Q2 25 | $701.9M | $399.8M | ||
| Q1 25 | $689.0M | $351.9M | ||
| Q4 24 | $670.8M | $349.7M | ||
| Q3 24 | $650.3M | $342.3M | ||
| Q2 24 | $638.7M | $321.4M | ||
| Q1 24 | $657.7M | $319.8M |
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 | $39.6M |
| Free Cash FlowOCF − Capex | $31.4M | $35.2M |
| FCF MarginFCF / Revenue | 29.0% | 23.0% |
| Capex IntensityCapex / Revenue | 2.7% | 2.9% |
| Cash ConversionOCF / Net Profit | — | 5.39× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $41.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $39.6M | ||
| Q3 25 | $5.5M | $10.0M | ||
| Q2 25 | $14.8M | $4.3M | ||
| Q1 25 | $25.4M | $5.6M | ||
| Q4 24 | $6.6M | $26.7M | ||
| Q3 24 | $16.7M | $12.5M | ||
| Q2 24 | $-15.0M | $-4.8M | ||
| Q1 24 | $-4.0M | $8.9M |
| Q4 25 | $31.4M | $35.2M | ||
| Q3 25 | $1.4M | $5.3M | ||
| Q2 25 | $10.2M | $533.0K | ||
| Q1 25 | $21.2M | $292.0K | ||
| Q4 24 | $4.1M | $21.6M | ||
| Q3 24 | $14.2M | $11.1M | ||
| Q2 24 | $-16.1M | $-6.0M | ||
| Q1 24 | $-6.0M | $7.4M |
| Q4 25 | 29.0% | 23.0% | ||
| Q3 25 | 1.4% | 3.8% | ||
| Q2 25 | 11.9% | 0.4% | ||
| Q1 25 | 25.3% | 0.2% | ||
| Q4 24 | 5.0% | 17.3% | ||
| Q3 24 | 22.2% | 8.9% | ||
| Q2 24 | -29.5% | -5.0% | ||
| Q1 24 | -11.6% | 6.6% |
| Q4 25 | 2.7% | 2.9% | ||
| Q3 25 | 4.3% | 3.4% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 5.0% | 4.3% | ||
| Q4 24 | 3.0% | 4.0% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 2.1% | 1.0% | ||
| Q1 24 | 3.7% | 1.3% |
| Q4 25 | — | 5.39× | ||
| Q3 25 | — | 4.32× | ||
| Q2 25 | — | 8.39× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 3.94× | ||
| Q3 24 | — | 9.70× | ||
| Q2 24 | — | -0.79× | ||
| Q1 24 | — | 1.63× |
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% |
PMTS
| US Debit And Credit | $128.9M | 84% |
| US Prepaid Debit | $24.4M | 16% |
