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Side-by-side financial comparison of AMBARELLA INC (AMBA) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
CVR PARTNERS, LP is the larger business by last-quarter revenue ($180.0M vs $108.5M, roughly 1.7× AMBARELLA INC). CVR PARTNERS, LP runs the higher net margin — 27.7% vs -13.9%, a 41.7% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 26.0%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 16.4%).
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 ...
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
AMBA vs UAN — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $180.0M |
| Net Profit | $-15.1M | $49.9M |
| Gross Margin | 59.6% | 37.5% |
| Operating Margin | -15.0% | 32.0% |
| Net Margin | -13.9% | 27.7% |
| Revenue YoY | 31.2% | 26.0% |
| Net Profit YoY | 37.2% | 84.3% |
| EPS (diluted) | $-0.35 | — |
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.
| Q1 26 | — | $180.0M | ||
| Q4 25 | $108.5M | $131.1M | ||
| Q3 25 | $95.5M | $163.5M | ||
| Q2 25 | $85.9M | $168.6M | ||
| Q1 25 | $84.0M | $142.9M | ||
| Q4 24 | $82.7M | $139.6M | ||
| Q3 24 | $63.7M | $125.2M | ||
| Q2 24 | $54.5M | $132.9M |
| Q1 26 | — | $49.9M | ||
| Q4 25 | $-15.1M | $-10.3M | ||
| Q3 25 | $-20.0M | $43.1M | ||
| Q2 25 | $-24.3M | $38.8M | ||
| Q1 25 | $-20.2M | $27.1M | ||
| Q4 24 | $-24.1M | $18.3M | ||
| Q3 24 | $-34.9M | $3.8M | ||
| Q2 24 | $-37.9M | $26.2M |
| Q1 26 | — | 37.5% | ||
| Q4 25 | 59.6% | 4.4% | ||
| Q3 25 | 58.9% | 37.0% | ||
| Q2 25 | 60.0% | 32.4% | ||
| Q1 25 | 60.0% | 29.7% | ||
| Q4 24 | 60.6% | 23.8% | ||
| Q3 24 | 60.8% | 14.7% | ||
| Q2 24 | 60.9% | 30.0% |
| Q1 26 | — | 32.0% | ||
| Q4 25 | -15.0% | -2.2% | ||
| Q3 25 | -23.0% | 31.0% | ||
| Q2 25 | -30.1% | 27.5% | ||
| Q1 25 | -30.2% | 24.2% | ||
| Q4 24 | -30.9% | 18.4% | ||
| Q3 24 | -56.9% | 8.8% | ||
| Q2 24 | -72.4% | 25.3% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | -13.9% | -7.8% | ||
| Q3 25 | -20.9% | 26.3% | ||
| Q2 25 | -28.3% | 23.0% | ||
| Q1 25 | -24.1% | 19.0% | ||
| Q4 24 | -29.1% | 13.1% | ||
| Q3 24 | -54.8% | 3.0% | ||
| Q2 24 | -69.6% | 19.7% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.35 | $-0.98 | ||
| Q3 25 | $-0.47 | $4.08 | ||
| Q2 25 | $-0.58 | $3.67 | ||
| Q1 25 | $-0.48 | $2.56 | ||
| Q4 24 | $-0.58 | $1.73 | ||
| Q3 24 | $-0.85 | $0.36 | ||
| Q2 24 | $-0.93 | $2.48 |
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 | $128.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | — |
| Total Assets | $751.9M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.1M | ||
| Q4 25 | $174.1M | $69.2M | ||
| Q3 25 | $142.7M | $156.2M | ||
| Q2 25 | $141.3M | $114.4M | ||
| Q1 25 | $144.6M | $121.8M | ||
| Q4 24 | $127.1M | $90.9M | ||
| Q3 24 | $153.9M | $110.5M | ||
| Q2 24 | $131.8M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $569.1M | ||
| Q3 25 | — | $569.1M | ||
| Q2 25 | — | $569.2M | ||
| Q1 25 | — | $569.3M | ||
| Q4 24 | — | $568.0M | ||
| Q3 24 | — | $547.7M | ||
| Q2 24 | — | $547.6M |
| Q1 26 | — | — | ||
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | — | ||
| Q2 25 | $572.7M | — | ||
| Q1 25 | $561.4M | — | ||
| Q4 24 | $554.3M | — | ||
| Q3 24 | $547.6M | — | ||
| Q2 24 | $555.4M | — |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $751.9M | $969.5M | ||
| Q3 25 | $706.4M | $1.0B | ||
| Q2 25 | $701.9M | $998.0M | ||
| Q1 25 | $689.0M | $1.0B | ||
| Q4 24 | $670.8M | $1.0B | ||
| Q3 24 | $650.3M | $986.6M | ||
| Q2 24 | $638.7M | $959.4M |
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 | — |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | 7.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $-21.6M | ||
| Q3 25 | $5.5M | $91.7M | ||
| Q2 25 | $14.8M | $24.1M | ||
| Q1 25 | $25.4M | $55.4M | ||
| Q4 24 | $6.6M | $12.8M | ||
| Q3 24 | $16.7M | $86.7M | ||
| Q2 24 | $-15.0M | $8.6M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $-45.2M | ||
| Q3 25 | $1.4M | $80.1M | ||
| Q2 25 | $10.2M | $18.4M | ||
| Q1 25 | $21.2M | $45.5M | ||
| Q4 24 | $4.1M | $-5.6M | ||
| Q3 24 | $14.2M | $82.3M | ||
| Q2 24 | $-16.1M | $2.4M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | -34.5% | ||
| Q3 25 | 1.4% | 49.0% | ||
| Q2 25 | 11.9% | 10.9% | ||
| Q1 25 | 25.3% | 31.9% | ||
| Q4 24 | 5.0% | -4.0% | ||
| Q3 24 | 22.2% | 65.7% | ||
| Q2 24 | -29.5% | 1.8% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 2.7% | 18.0% | ||
| Q3 25 | 4.3% | 7.1% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 5.0% | 6.9% | ||
| Q4 24 | 3.0% | 13.1% | ||
| Q3 24 | 4.0% | 3.6% | ||
| Q2 24 | 2.1% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.13× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 22.78× | ||
| Q2 24 | — | 0.33× |
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% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
