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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $108.5M, roughly 1.2× AMBARELLA INC). Urban Edge Properties runs the higher net margin — 17.1% vs -13.9%, a 31.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 12.2%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 11.6%).
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 ...
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
AMBA vs UE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $132.6M |
| Net Profit | $-15.1M | $22.6M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | 17.1% |
| Revenue YoY | 31.2% | 12.2% |
| Net Profit YoY | 37.2% | -6.7% |
| EPS (diluted) | $-0.35 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $108.5M | $119.6M | ||
| Q3 25 | $95.5M | $120.1M | ||
| Q2 25 | $85.9M | $114.1M | ||
| Q1 25 | $84.0M | $118.2M | ||
| Q4 24 | $82.7M | $116.4M | ||
| Q3 24 | $63.7M | $112.4M | ||
| Q2 24 | $54.5M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $-15.1M | $12.4M | ||
| Q3 25 | $-20.0M | $14.9M | ||
| Q2 25 | $-24.3M | $58.0M | ||
| Q1 25 | $-20.2M | $8.2M | ||
| Q4 24 | $-24.1M | $30.1M | ||
| Q3 24 | $-34.9M | $9.1M | ||
| Q2 24 | $-37.9M | $30.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | -15.0% | 11.3% | ||
| Q3 25 | -23.0% | 13.4% | ||
| Q2 25 | -30.1% | 53.9% | ||
| Q1 25 | -30.2% | 7.6% | ||
| Q4 24 | -30.9% | 27.6% | ||
| Q3 24 | -56.9% | 8.9% | ||
| Q2 24 | -72.4% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | -13.9% | 10.4% | ||
| Q3 25 | -20.9% | 12.4% | ||
| Q2 25 | -28.3% | 50.8% | ||
| Q1 25 | -24.1% | 6.9% | ||
| Q4 24 | -29.1% | 25.9% | ||
| Q3 24 | -54.8% | 8.1% | ||
| Q2 24 | -69.6% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $-0.35 | $0.09 | ||
| Q3 25 | $-0.47 | $0.12 | ||
| Q2 25 | $-0.58 | $0.46 | ||
| Q1 25 | $-0.48 | $0.07 | ||
| Q4 24 | $-0.58 | $0.25 | ||
| Q3 24 | $-0.85 | $0.07 | ||
| Q2 24 | $-0.93 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $1.4B |
| Total Assets | $751.9M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $174.1M | $48.9M | ||
| Q3 25 | $142.7M | $77.8M | ||
| Q2 25 | $141.3M | $53.0M | ||
| Q1 25 | $144.6M | $48.0M | ||
| Q4 24 | $127.1M | $41.4M | ||
| Q3 24 | $153.9M | $67.9M | ||
| Q2 24 | $131.8M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $590.1M | $1.4B | ||
| Q3 25 | $576.5M | $1.4B | ||
| Q2 25 | $572.7M | $1.4B | ||
| Q1 25 | $561.4M | $1.4B | ||
| Q4 24 | $554.3M | $1.4B | ||
| Q3 24 | $547.6M | $1.3B | ||
| Q2 24 | $555.4M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $751.9M | $3.3B | ||
| Q3 25 | $706.4M | $3.3B | ||
| Q2 25 | $701.9M | $3.3B | ||
| Q1 25 | $689.0M | $3.3B | ||
| Q4 24 | $670.8M | $3.3B | ||
| Q3 24 | $650.3M | $3.2B | ||
| Q2 24 | $638.7M | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $34.3M | $182.7M | ||
| Q3 25 | $5.5M | $55.7M | ||
| Q2 25 | $14.8M | $43.5M | ||
| Q1 25 | $25.4M | $32.6M | ||
| Q4 24 | $6.6M | $153.2M | ||
| Q3 24 | $16.7M | $36.6M | ||
| Q2 24 | $-15.0M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $81.8M | ||
| Q3 25 | $1.4M | $26.1M | ||
| Q2 25 | $10.2M | $19.6M | ||
| Q1 25 | $21.2M | $11.9M | ||
| Q4 24 | $4.1M | $42.5M | ||
| Q3 24 | $14.2M | $12.2M | ||
| Q2 24 | $-16.1M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 68.4% | ||
| Q3 25 | 1.4% | 21.7% | ||
| Q2 25 | 11.9% | 17.2% | ||
| Q1 25 | 25.3% | 10.0% | ||
| Q4 24 | 5.0% | 36.6% | ||
| Q3 24 | 22.2% | 10.8% | ||
| Q2 24 | -29.5% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 2.7% | 84.4% | ||
| Q3 25 | 4.3% | 24.6% | ||
| Q2 25 | 5.3% | 20.9% | ||
| Q1 25 | 5.0% | 17.5% | ||
| Q4 24 | 3.0% | 95.1% | ||
| Q3 24 | 4.0% | 21.7% | ||
| Q2 24 | 2.1% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
