vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and Travere Therapeutics, Inc. (TVTX). Click either name above to swap in a different company.
Travere Therapeutics, Inc. is the larger business by last-quarter revenue ($129.7M vs $108.5M, roughly 1.2× AMBARELLA INC). On growth, Travere Therapeutics, Inc. posted the faster year-over-year revenue change (73.4% vs 31.2%). Over the past eight quarters, Travere Therapeutics, Inc.'s revenue compounded faster (77.0% CAGR vs 45.0%).
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 ...
Travere Therapeutics, Inc. is a global biopharmaceutical firm developing and commercializing innovative therapies for patients with rare, serious, life-threatening diseases. Its key segments cover rare nephrology, hepatology and metabolic disorders, serving markets across North America, Europe and other global regions.
AMBA vs TVTX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $129.7M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 98.0% |
| Operating Margin | -15.0% | -25.0% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 73.4% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.04 |
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 | $129.7M | ||
| Q3 25 | $95.5M | $164.9M | ||
| Q2 25 | $85.9M | $114.4M | ||
| Q1 25 | $84.0M | $81.7M | ||
| Q4 24 | $82.7M | $74.8M | ||
| Q3 24 | $63.7M | $62.9M | ||
| Q2 24 | $54.5M | $54.1M | ||
| Q1 24 | $51.6M | $41.4M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $25.7M | ||
| Q2 25 | $-24.3M | $-12.8M | ||
| Q1 25 | $-20.2M | $-41.2M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-54.8M | ||
| Q2 24 | $-37.9M | $-70.4M | ||
| Q1 24 | $-60.6M | $-136.1M |
| Q4 25 | 59.6% | 98.0% | ||
| Q3 25 | 58.9% | 99.0% | ||
| Q2 25 | 60.0% | 98.7% | ||
| Q1 25 | 60.0% | 94.3% | ||
| Q4 24 | 60.6% | 96.6% | ||
| Q3 24 | 60.8% | 97.4% | ||
| Q2 24 | 60.9% | 96.2% | ||
| Q1 24 | 59.8% | 96.4% |
| Q4 25 | -15.0% | -25.0% | ||
| Q3 25 | -23.0% | 15.1% | ||
| Q2 25 | -30.1% | -11.1% | ||
| Q1 25 | -30.2% | -52.2% | ||
| Q4 24 | -30.9% | -81.2% | ||
| Q3 24 | -56.9% | -89.3% | ||
| Q2 24 | -72.4% | -125.1% | ||
| Q1 24 | -80.8% | -336.5% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 15.6% | ||
| Q2 25 | -28.3% | -11.1% | ||
| Q1 25 | -24.1% | -50.4% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -87.1% | ||
| Q2 24 | -69.6% | -130.1% | ||
| Q1 24 | -117.4% | -328.9% |
| Q4 25 | $-0.35 | $0.04 | ||
| Q3 25 | $-0.47 | $0.28 | ||
| Q2 25 | $-0.58 | $-0.14 | ||
| Q1 25 | $-0.48 | $-0.47 | ||
| Q4 24 | $-0.58 | $-0.71 | ||
| Q3 24 | $-0.85 | $-0.70 | ||
| Q2 24 | $-0.93 | $-0.91 | ||
| Q1 24 | $-1.51 | $-1.76 |
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 | $93.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $114.8M |
| Total Assets | $751.9M | $605.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $93.0M | ||
| Q3 25 | $142.7M | $110.9M | ||
| Q2 25 | $141.3M | $75.2M | ||
| Q1 25 | $144.6M | $61.9M | ||
| Q4 24 | $127.1M | $58.5M | ||
| Q3 24 | $153.9M | $36.4M | ||
| Q2 24 | $131.8M | $32.3M | ||
| Q1 24 | $144.9M | $43.3M |
| Q4 25 | $590.1M | $114.8M | ||
| Q3 25 | $576.5M | $73.6M | ||
| Q2 25 | $572.7M | $32.7M | ||
| Q1 25 | $561.4M | $32.8M | ||
| Q4 24 | $554.3M | $59.1M | ||
| Q3 24 | $547.6M | $-30.5M | ||
| Q2 24 | $555.4M | $15.1M | ||
| Q1 24 | $559.9M | $74.1M |
| Q4 25 | $751.9M | $605.2M | ||
| Q3 25 | $706.4M | $538.6M | ||
| Q2 25 | $701.9M | $555.3M | ||
| Q1 25 | $689.0M | $548.8M | ||
| Q4 24 | $670.8M | $594.1M | ||
| Q3 24 | $650.3M | $504.4M | ||
| Q2 24 | $638.7M | $551.1M | ||
| Q1 24 | $657.7M | $663.5M |
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 | $60.7M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $60.7M | ||
| Q3 25 | $5.5M | $14.3M | ||
| Q2 25 | $14.8M | $5.0M | ||
| Q1 25 | $25.4M | $-42.2M | ||
| Q4 24 | $6.6M | $-35.7M | ||
| Q3 24 | $16.7M | $-42.5M | ||
| Q2 24 | $-15.0M | $-40.2M | ||
| Q1 24 | $-4.0M | $-119.0M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $14.2M | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | $-40.3M | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | 8.6% | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | -74.5% | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.2% | ||
| Q1 24 | 3.7% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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% |
TVTX
| FILSPARI | $103.3M | 80% |
| Tiopronin Products | $23.3M | 18% |
| License | $3.1M | 2% |
