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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.
Stoke Therapeutics, Inc. is the larger business by last-quarter revenue ($158.6M vs $108.5M, roughly 1.5× AMBARELLA INC). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs -13.9%, a 85.1% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs 31.2%). Stoke Therapeutics, Inc. produced more free cash flow last quarter ($131.7M vs $31.4M).
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 ...
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.
AMBA vs STOK — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $158.6M |
| Net Profit | $-15.1M | $112.9M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 70.2% |
| Net Margin | -13.9% | 71.2% |
| Revenue YoY | 31.2% | 3661.1% |
| Net Profit YoY | 37.2% | 528.0% |
| EPS (diluted) | $-0.35 | $1.90 |
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 | — | ||
| Q3 25 | $95.5M | — | ||
| Q2 25 | $85.9M | — | ||
| Q1 25 | $84.0M | $158.6M | ||
| Q4 24 | $82.7M | $22.6M | ||
| Q3 24 | $63.7M | — | ||
| Q2 24 | $54.5M | — | ||
| Q1 24 | $51.6M | — |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | — | ||
| Q2 25 | $-24.3M | — | ||
| Q1 25 | $-20.2M | $112.9M | ||
| Q4 24 | $-24.1M | $-10.5M | ||
| Q3 24 | $-34.9M | — | ||
| Q2 24 | $-37.9M | — | ||
| Q1 24 | $-60.6M | — |
| 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% | — | ||
| Q3 25 | -23.0% | — | ||
| Q2 25 | -30.1% | — | ||
| Q1 25 | -30.2% | 70.2% | ||
| Q4 24 | -30.9% | -60.4% | ||
| Q3 24 | -56.9% | — | ||
| Q2 24 | -72.4% | — | ||
| Q1 24 | -80.8% | — |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | — | ||
| Q2 25 | -28.3% | — | ||
| Q1 25 | -24.1% | 71.2% | ||
| Q4 24 | -29.1% | -46.4% | ||
| Q3 24 | -54.8% | — | ||
| Q2 24 | -69.6% | — | ||
| Q1 24 | -117.4% | — |
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | $1.90 | ||
| Q4 24 | $-0.58 | $-0.15 | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $350.1M |
| Total Assets | $751.9M | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | $274.8M | ||
| Q4 24 | $127.1M | $128.0M | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | — | ||
| Q2 25 | $572.7M | — | ||
| Q1 25 | $561.4M | $350.1M | ||
| Q4 24 | $554.3M | $229.0M | ||
| Q3 24 | $547.6M | — | ||
| Q2 24 | $555.4M | — | ||
| Q1 24 | $559.9M | — |
| Q4 25 | $751.9M | — | ||
| Q3 25 | $706.4M | — | ||
| Q2 25 | $701.9M | — | ||
| Q1 25 | $689.0M | $406.9M | ||
| Q4 24 | $670.8M | $271.6M | ||
| Q3 24 | $650.3M | — | ||
| Q2 24 | $638.7M | — | ||
| Q1 24 | $657.7M | — |
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 | $131.8M |
| Free Cash FlowOCF − Capex | $31.4M | $131.7M |
| FCF MarginFCF / Revenue | 29.0% | 83.0% |
| Capex IntensityCapex / Revenue | 2.7% | 0.1% |
| Cash ConversionOCF / Net Profit | — | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | — | ||
| Q2 25 | $14.8M | — | ||
| Q1 25 | $25.4M | $131.8M | ||
| Q4 24 | $6.6M | $-23.2M | ||
| Q3 24 | $16.7M | — | ||
| Q2 24 | $-15.0M | — | ||
| Q1 24 | $-4.0M | — |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | $131.7M | ||
| Q4 24 | $4.1M | $-23.2M | ||
| 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% | 83.0% | ||
| Q4 24 | 5.0% | -102.7% | ||
| 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% | 0.1% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
STOK
Segment breakdown not available.
