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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
Vital Farms, Inc. is the larger business by last-quarter revenue ($213.6M vs $108.5M, roughly 2.0× AMBARELLA INC). Vital Farms, Inc. runs the higher net margin — 7.6% vs -13.9%, a 21.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 28.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-32.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 20.2%).
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 ...
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
AMBA vs VITL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $213.6M |
| Net Profit | $-15.1M | $16.3M |
| Gross Margin | 59.6% | 35.8% |
| Operating Margin | -15.0% | 10.0% |
| Net Margin | -13.9% | 7.6% |
| Revenue YoY | 31.2% | 28.7% |
| Net Profit YoY | 37.2% | 54.3% |
| EPS (diluted) | $-0.35 | $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.
| Q4 25 | $108.5M | $213.6M | ||
| Q3 25 | $95.5M | $198.9M | ||
| Q2 25 | $85.9M | $184.8M | ||
| Q1 25 | $84.0M | $162.2M | ||
| Q4 24 | $82.7M | $166.0M | ||
| Q3 24 | $63.7M | $145.0M | ||
| Q2 24 | $54.5M | $147.4M | ||
| Q1 24 | $51.6M | $147.9M |
| Q4 25 | $-15.1M | $16.3M | ||
| Q3 25 | $-20.0M | $16.4M | ||
| Q2 25 | $-24.3M | $16.6M | ||
| Q1 25 | $-20.2M | $16.9M | ||
| Q4 24 | $-24.1M | $10.6M | ||
| Q3 24 | $-34.9M | $7.4M | ||
| Q2 24 | $-37.9M | $16.3M | ||
| Q1 24 | $-60.6M | $19.0M |
| Q4 25 | 59.6% | 35.8% | ||
| Q3 25 | 58.9% | 37.7% | ||
| Q2 25 | 60.0% | 38.9% | ||
| Q1 25 | 60.0% | 38.5% | ||
| Q4 24 | 60.6% | 36.1% | ||
| Q3 24 | 60.8% | 36.9% | ||
| Q2 24 | 60.9% | 39.1% | ||
| Q1 24 | 59.8% | 39.8% |
| Q4 25 | -15.0% | 10.0% | ||
| Q3 25 | -23.0% | 10.8% | ||
| Q2 25 | -30.1% | 12.9% | ||
| Q1 25 | -30.2% | 13.4% | ||
| Q4 24 | -30.9% | 7.8% | ||
| Q3 24 | -56.9% | 6.4% | ||
| Q2 24 | -72.4% | 11.6% | ||
| Q1 24 | -80.8% | 16.3% |
| Q4 25 | -13.9% | 7.6% | ||
| Q3 25 | -20.9% | 8.3% | ||
| Q2 25 | -28.3% | 9.0% | ||
| Q1 25 | -24.1% | 10.4% | ||
| Q4 24 | -29.1% | 6.4% | ||
| Q3 24 | -54.8% | 5.1% | ||
| Q2 24 | -69.6% | 11.1% | ||
| Q1 24 | -117.4% | 12.9% |
| Q4 25 | $-0.35 | $0.35 | ||
| Q3 25 | $-0.47 | $0.36 | ||
| Q2 25 | $-0.58 | $0.36 | ||
| Q1 25 | $-0.48 | $0.37 | ||
| Q4 24 | $-0.58 | $0.23 | ||
| Q3 24 | $-0.85 | $0.16 | ||
| Q2 24 | $-0.93 | $0.36 | ||
| Q1 24 | $-1.51 | $0.43 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $351.3M |
| Total Assets | $751.9M | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $48.8M | ||
| Q3 25 | $142.7M | $93.8M | ||
| Q2 25 | $141.3M | $108.2M | ||
| Q1 25 | $144.6M | $156.3M | ||
| Q4 24 | $127.1M | $150.6M | ||
| Q3 24 | $153.9M | $149.5M | ||
| Q2 24 | $131.8M | $133.2M | ||
| Q1 24 | $144.9M | $113.8M |
| Q4 25 | $590.1M | $351.3M | ||
| Q3 25 | $576.5M | $331.2M | ||
| Q2 25 | $572.7M | $309.8M | ||
| Q1 25 | $561.4M | $288.9M | ||
| Q4 24 | $554.3M | $269.3M | ||
| Q3 24 | $547.6M | $253.4M | ||
| Q2 24 | $555.4M | $238.4M | ||
| Q1 24 | $559.9M | $213.3M |
| Q4 25 | $751.9M | $518.7M | ||
| Q3 25 | $706.4M | $481.5M | ||
| Q2 25 | $701.9M | $430.8M | ||
| Q1 25 | $689.0M | $376.9M | ||
| Q4 24 | $670.8M | $359.3M | ||
| Q3 24 | $650.3M | $344.7M | ||
| Q2 24 | $638.7M | $320.5M | ||
| Q1 24 | $657.7M | $300.2M |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $31.4M | $-32.1M |
| FCF MarginFCF / Revenue | 29.0% | -15.1% |
| Capex IntensityCapex / Revenue | 2.7% | 17.8% |
| Cash ConversionOCF / Net Profit | — | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $5.8M | ||
| Q3 25 | $5.5M | $23.4M | ||
| Q2 25 | $14.8M | $-761.0K | ||
| Q1 25 | $25.4M | $5.3M | ||
| Q4 24 | $6.6M | $14.8M | ||
| Q3 24 | $16.7M | $10.0M | ||
| Q2 24 | $-15.0M | $16.1M | ||
| Q1 24 | $-4.0M | $23.9M |
| Q4 25 | $31.4M | $-32.1M | ||
| Q3 25 | $1.4M | $-10.6M | ||
| Q2 25 | $10.2M | $-7.6M | ||
| Q1 25 | $21.2M | $2.1M | ||
| Q4 24 | $4.1M | $-3.4M | ||
| Q3 24 | $14.2M | $6.4M | ||
| Q2 24 | $-16.1M | $10.5M | ||
| Q1 24 | $-6.0M | $22.6M |
| Q4 25 | 29.0% | -15.1% | ||
| Q3 25 | 1.4% | -5.3% | ||
| Q2 25 | 11.9% | -4.1% | ||
| Q1 25 | 25.3% | 1.3% | ||
| Q4 24 | 5.0% | -2.0% | ||
| Q3 24 | 22.2% | 4.4% | ||
| Q2 24 | -29.5% | 7.2% | ||
| Q1 24 | -11.6% | 15.3% |
| Q4 25 | 2.7% | 17.8% | ||
| Q3 25 | 4.3% | 17.1% | ||
| Q2 25 | 5.3% | 3.7% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 10.9% | ||
| Q3 24 | 4.0% | 2.5% | ||
| Q2 24 | 2.1% | 3.8% | ||
| Q1 24 | 3.7% | 0.9% |
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | -0.05× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | — | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
