vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.
VIRTUS INVESTMENT PARTNERS, INC. is the larger business by last-quarter revenue ($208.0M vs $108.5M, roughly 1.9× AMBARELLA INC). VIRTUS INVESTMENT PARTNERS, INC. runs the higher net margin — 16.3% vs -13.9%, a 30.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -10.9%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-74.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -3.2%).
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 ...
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
AMBA vs VRTS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $208.0M |
| Net Profit | $-15.1M | $33.9M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 19.1% |
| Net Margin | -13.9% | 16.3% |
| Revenue YoY | 31.2% | -10.9% |
| Net Profit YoY | 37.2% | -14.2% |
| EPS (diluted) | $-0.35 | $5.15 |
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 | $208.0M | ||
| Q3 25 | $95.5M | $216.4M | ||
| Q2 25 | $85.9M | $210.5M | ||
| Q1 25 | $84.0M | $217.9M | ||
| Q4 24 | $82.7M | $233.5M | ||
| Q3 24 | $63.7M | $227.0M | ||
| Q2 24 | $54.5M | $224.4M | ||
| Q1 24 | $51.6M | $222.0M |
| Q4 25 | $-15.1M | $33.9M | ||
| Q3 25 | $-20.0M | $31.3M | ||
| Q2 25 | $-24.3M | $42.7M | ||
| Q1 25 | $-20.2M | $28.1M | ||
| Q4 24 | $-24.1M | $39.5M | ||
| Q3 24 | $-34.9M | $49.1M | ||
| Q2 24 | $-37.9M | $26.0M | ||
| Q1 24 | $-60.6M | $37.9M |
| 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% | 19.1% | ||
| Q3 25 | -23.0% | 21.7% | ||
| Q2 25 | -30.1% | 21.5% | ||
| Q1 25 | -30.2% | 16.8% | ||
| Q4 24 | -30.9% | 21.7% | ||
| Q3 24 | -56.9% | 24.3% | ||
| Q2 24 | -72.4% | 19.7% | ||
| Q1 24 | -80.8% | 14.5% |
| Q4 25 | -13.9% | 16.3% | ||
| Q3 25 | -20.9% | 14.5% | ||
| Q2 25 | -28.3% | 20.3% | ||
| Q1 25 | -24.1% | 12.9% | ||
| Q4 24 | -29.1% | 16.9% | ||
| Q3 24 | -54.8% | 21.6% | ||
| Q2 24 | -69.6% | 11.6% | ||
| Q1 24 | -117.4% | 17.1% |
| Q4 25 | $-0.35 | $5.15 | ||
| Q3 25 | $-0.47 | $4.65 | ||
| Q2 25 | $-0.58 | $6.12 | ||
| Q1 25 | $-0.48 | $4.05 | ||
| Q4 24 | $-0.58 | $4.65 | ||
| Q3 24 | $-0.85 | $5.71 | ||
| Q2 24 | $-0.93 | $2.43 | ||
| Q1 24 | $-1.51 | $4.10 |
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 | — |
| Total DebtLower is stronger | — | $390.0M |
| Stockholders' EquityBook value | $590.1M | $934.0M |
| Total Assets | $751.9M | $4.3B |
| Debt / EquityLower = less leverage | — | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M | ||
| Q1 24 | — | $253.0M |
| Q4 25 | $590.1M | $934.0M | ||
| Q3 25 | $576.5M | $918.7M | ||
| Q2 25 | $572.7M | $896.4M | ||
| Q1 25 | $561.4M | $893.7M | ||
| Q4 24 | $554.3M | $897.5M | ||
| Q3 24 | $547.6M | $889.0M | ||
| Q2 24 | $555.4M | $868.7M | ||
| Q1 24 | $559.9M | $871.7M |
| Q4 25 | $751.9M | $4.3B | ||
| Q3 25 | $706.4M | $3.9B | ||
| Q2 25 | $701.9M | $3.7B | ||
| Q1 25 | $689.0M | $3.7B | ||
| Q4 24 | $670.8M | $4.0B | ||
| Q3 24 | $650.3M | $3.6B | ||
| Q2 24 | $638.7M | $3.6B | ||
| Q1 24 | $657.7M | $3.5B |
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× | ||
| Q1 24 | — | 0.29× |
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 | $-67.2M |
| Free Cash FlowOCF − Capex | $31.4M | $-74.1M |
| FCF MarginFCF / Revenue | 29.0% | -35.6% |
| Capex IntensityCapex / Revenue | 2.7% | 3.3% |
| Cash ConversionOCF / Net Profit | — | -1.99× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $100.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-67.2M | ||
| Q3 25 | $5.5M | $108.3M | ||
| Q2 25 | $14.8M | $75.8M | ||
| Q1 25 | $25.4M | $-3.8M | ||
| Q4 24 | $6.6M | $1.8M | ||
| Q3 24 | $16.7M | $69.1M | ||
| Q2 24 | $-15.0M | $70.0M | ||
| Q1 24 | $-4.0M | $-34.5M |
| Q4 25 | $31.4M | $-74.1M | ||
| Q3 25 | $1.4M | $106.9M | ||
| Q2 25 | $10.2M | $74.2M | ||
| Q1 25 | $21.2M | $-6.8M | ||
| Q4 24 | $4.1M | $-3.8M | ||
| Q3 24 | $14.2M | $68.7M | ||
| Q2 24 | $-16.1M | $68.6M | ||
| Q1 24 | $-6.0M | $-36.5M |
| Q4 25 | 29.0% | -35.6% | ||
| Q3 25 | 1.4% | 49.4% | ||
| Q2 25 | 11.9% | 35.2% | ||
| Q1 25 | 25.3% | -3.1% | ||
| Q4 24 | 5.0% | -1.6% | ||
| Q3 24 | 22.2% | 30.3% | ||
| Q2 24 | -29.5% | 30.6% | ||
| Q1 24 | -11.6% | -16.4% |
| Q4 25 | 2.7% | 3.3% | ||
| Q3 25 | 4.3% | 0.7% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 2.1% | 0.6% | ||
| Q1 24 | 3.7% | 0.9% |
| Q4 25 | — | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× | ||
| Q1 24 | — | -0.91× |
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% |
VRTS
| Open End Funds | $68.9M | 33% |
| Retail Separate Accounts | $51.3M | 25% |
| Institutional Accounts | $39.6M | 19% |
| Administration And Shareholder Service Fees | $18.4M | 9% |
| Closed End Funds | $15.9M | 8% |
| Distribution And Service Fees | $12.3M | 6% |
