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Ambarella Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Ambarella Inc (AMBA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors Tracked
31
Publicly traded peers
Peer Group Market Share
0.07 %
vs 0.10 % a year ago
Revenue Growth Y/Y
13.54 %
Peers: 71.01 %
Net Margin
-6.19 %
Peers: 40.43 %

Key Findings: Ambarella Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 416M vs 535,238M combined for tracked competitors (0.1% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+3.9% annualized vs trailing 12 months), vs accelerating (+22.0%) for its tracked peer group.
  • Growth: Ambarella Inc generated 13.5% revenue growth year over year in Q2 2026, vs 71.0% for its tracked competitors combined.
  • Profitability: Its -6.2% net margin compares with 40.4% for the peer group.
  • Scale: Ambarella Inc ranks #57 of 117 companies by market capitalization in the Semiconductors industry, holding 0.0% of industry market cap.
  • Peer revenue share: Ambarella Inc accounted for 0.1% of combined revenue among its tracked peer group, down from 0.1% a year earlier.
  • Peer differentiation: Revenue per employee of $0.43M compares with $1.50M for the peer group (0.3x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

AMBA Sales vs. its Competitors, Q2 2026

Ambarella Inc reported revenue growth of 13.54 % year on year in Q2 2026, below its competitors' combined revenue growth of 71.01 %.

With a net margin of -6.19 %, Ambarella Inc reported lower profitability than its competitors (40.43 %).

Ambarella Inc generated 0.07 % of the combined sales of its peer group, down from 0.10 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/AMBA/competitors
https://api.csimarket.com/api/v1/companies/AMBA/relationships
https://api.csimarket.com/api/v1/companies/AMBA/similar
Programmatic access for models, analytics, and integration workflows.

Ambarella Inc vs. its Competitors, Q2 2026

Revenue growth, year on year

Ambarella Inc +13.5 %
Competitors combined +71.0 %

Net margin

Ambarella Inc -6.2 %
Competitors combined +40.4 %

Revenue run-rate vs trailing 12 months

Ambarella Inc +3.9 %
Competitors combined +22.0 %

TTM net margin

Ambarella Inc -19.4 %
Competitors combined +44.3 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Ambarella Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Ambarella Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (6) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (8) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (3) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Ambarella Inc's competitor groups requires a Commercial License.

For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 13.5% for Ambarella Inc. Ambarella Inc's share of combined industry revenue moved from 0.02% to 0.02%, a gain of 0.00 percentage points.

Ambarella Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Ambarella Inc No Yes Yes Yes
Competitors combined (31) 60% 73% 50% 20%
High-Confidence Competitors (7) 43% 100% 43% 20%
Similar-Size Competitors (10) 60% 70% 30% 10%
Similar Growth & Profitability (8) 0.00 % (0 of 8) 100.00 % (8 of 8) 87.50 % (7 of 8) 0.00 % (0 of 7)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

0.1%market share
  • Ambarella Inc0.1%
  • Competitors combined99.9%

Share of combined quarterly revenue of Ambarella Inc and its 31 tracked competitors.

See Ambarella Inc's full market share breakdown »

AMBA Stock Performance relative to its Competitors

AMBA Competitors (weighted) Percent change over the selected range

Ambarella Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
71%beat U.S.A. 500
Competitors Combined
(22 of 31)
66.7%beat U.S.A. 500
High-Confidence
(4 of 6)
70%beat U.S.A. 500
Similar-Size
(7 of 10)
75%beat U.S.A. 500
Similar Growth & Profitability
(3 of 4)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Ambarella Inc -16.80 % Underperformed
Competitors combined (31) 40.4% 63.2%
High-Confidence Competitors (6) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (4) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Ambarella Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

AMBA Stock Performance relative to High-Confidence Competitors

AMBA High-Confidence Competitors (equal-weighted, 8) Percent change over the selected range

AMBA Stock Performance relative to Similar-Size Competitors

AMBA Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

AMBA Stock Performance relative to Similar Growth & Profitability Competitors

AMBA Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Maxlinear Inc 282.9% Outperformed
2 Intel Corporation 282.9% Outperformed
3 Marvell Technology Inc 282.9% Outperformed
4 Silicom Ltd 282.9% Outperformed
5 Semtech Corp 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Ambarella Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Ambarella Inc's Comment on Competition and Industry Peers

The global semiconductor market in general, and the video and image processing markets in particular, are highly competitive. We expect competition to increase and intensify as more and larger semiconductor companies enter our markets and as we enter new markets. Increased competition could result in price pressure, reduced profitability and loss of market share, any of which could materially and adversely affect our business, revenue and operating results.

Our competitors range from large, international companies offering a wide range of semiconductor products to smaller companies specializing in narrow markets. In the wearable sports camera market, our primary competitors are vertically integrated divisions of camera device OEMs, including Sony Corporation, or Sony, and Panasonic Corporation, as well as HiSilicon Technologies Co., Ltd., or HiSilicon, and Socionext Inc., or Socionext, an entity created from the merger of the system LSI businesses of Fujitsu Ltd. and Panasonic Corporation. In the IP security camera market, our primary competitors include Fullhan Microelectronics Co., Ltd., Geo Semiconductor, Inc., Grain Media, Inc., which was recently acquired by Novatek Microelectronics Corp., or Novatek, HiSilicon, Intel Corporation, or Intel, Movidius Ltd., which was recently acquired by Intel, OmniVision Technologies, Inc., or OmniVision, Qualcomm Incorporated, or Qualcomm, Realtek Semiconductor Corp., Socionext, and Texas Instruments Incorporated, or Texas Instruments, as well as vertically integrated divisions of IP Security camera device OEMs, including Axis Communications AB and Sony. In the automotive camera market, we compete against Allwinner Technology Co., Ltd., Alpha Imaging Technology Corp., Core Logic, Inc., Novatek, NXP Semiconductors N.V., OmniVision, Qualcomm, Renesas Electronics Corporation, Sunplus Technology Co. Ltd., and Texas Instruments. Our primary competitors in the UAV camera market include HiSilicon, Intel, NVIDIA Corporation and Qualcomm. Our primary competitors in the infrastructure market include GigPeak, Inc., Intel, and Texas Instruments. Certain of our customers and suppliers also have divisions that produce products competitive with ours.

Our ability to compete successfully depends on elements both within and outside of our control, including industry and general economic trends. Many of our competitors are substantially larger, have greater financial, technical, marketing, distribution, customer support and other resources, are more established than we are, and have significantly better brand recognition and broader product offerings which may enable them to develop and enable new technology into product solutions better or faster than us and to better withstand adverse economic or market conditions in the future.

Our ability to compete successfully in the rapidly evolving HD video market depends on several factors, including:

the design and manufacturing of new solutions, including software, that anticipate the video processing and integration needs of our customers’ next-generation products and applications;

performance of our solutions, as measured by video and still picture image quality, resolution and frame processing rates;

power consumption of our solutions;

the ease of implementation of our products by customers;

the strength of customer relationships;

the selection of the foundry process technology and architecture tradeoffs to meet customers’ product requirements in a timely manner;

reputation and reliability;

customer support; and

the cost of the total solution.

We believe we compete favorably with respect to these factors, particularly because our solutions typically provide high-performance and low power consumption video, efficient integration of our advanced algorithms, exceptional storage and transmission efficiencies at lower power, highly-integrated SoC solutions based on a scalable platform, and comprehensive and flexible software. We cannot ensure, however, that our solutions will continue to compete favorably or that we will be successful in the face of increasing competition from new products introduced by existing or new competitors.

Publicly Traded Peers of Ambarella Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Ambarella Inc 3,022.30 416.17 -80.65 959
Nvidia Corp 5,557,865.10 302,969.00 192,879.00 42,000
Broadcom Inc 1,708,348.59 89,104.00 38,265.00 33,000
Intel Corporation 592,217.12 57,032.00 -11,377.00 85,100
Texas Instruments Incorporated 256,045.20 19,453.00 6,052.00 33,000
Marvell Technology Inc 225,022.27 8,715.90 5,059.10 7,480
SUBTOTAL 9,046,021.54 575,762.49 246,792.93 384,563
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Sources: Ambarella Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ambarella Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Ambarella Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
AMLogic Inc. Named by the company 85% 2022 to 2026 3
Huawei Technologies Co. Named by the company 85% 2022 to 2026 3
NVIDIA Corporation Named by the company 85% 2022 to 2026 3
Mobileye Global inc Named by the company 85% 2022 to 2026 3
Geo Semiconductor, Inc. Named by the company 85% 2022 to 2026 3
Movidius Ltd. Named by the company 85% 2022 to 2026 3
SigmaStar Technology Corp. Named by the company 85% 2022 to 2026 3
OmniVision Technologies, Inc. Named by the company 85% 2022 to 2026 3
Fullhan Microelectronics Co., Ltd. Named by the company 85% 2022 to 2026 3
Ingenic Semiconductor Co., Ltd. Named by the company 85% 2022 to 2026 3
Qualcomm Incorporated Named by the company 85% 2022 to 2026 3
Maxlinear Inc Named by the company 85% 2022 to 2026 3
HiSilicon Technologies Co., Ltd. Named by the company 85% 2022 to 2026 3
Novatek Microelectronics Corp. Named by the company 85% 2022 to 2026 3
Socionext Inc. Named by the company 85% 2022 to 2026 3
Fuzhou Rockchip Electronics Co., Ltd. Named by the company 85% 2022 to 2026 3
Intel Corporation Named by the company 85% 2022 to 2026 3
Sigma Named by the company 85% 2022 to 2026 3
Synaptics Incorporated Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Ambarella Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Ambarella Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Nvidia Corp Compute and Networking 91.34 % Graphics 8.66 % -
Broadcom Inc Semiconductor Solutions 64.81 % Infrastructure Software 35.19 % -
Intel Corporation Client Computing Group 56.91 % Intel Foundry 39.93 % Datacenter and AI 37.21 %
Texas Instruments Incorporated Analog 81.33 % Embedded Processing 14.98 % Other Operating 3.69 %
Marvell Technology Inc Reportable 100.00 % - -

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Ambarella Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Ambarella Inc 3,022 433,959 -84,100
Nvidia Corp 5,557,865 7,213,548 4,592,357
Broadcom Inc 1,708,349 2,700,121 1,159,545
Intel Corporation 592,217 670,176 -133,690
Texas Instruments Incorporated 256,045 589,485 183,394
Marvell Technology Inc 225,022 1,165,227 676,350
PEERS TOTAL 9,042,999 1,499,844 643,564
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Ambarella Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Ambarella Inc Asia Pacific other than Taiwan 23.34 % North America other than United States 7.94 % Europe 6.33 %
Nvidia Corp United States 78.13 % Taiwan 14.71 % China including Hong Kong 5.57 %
Broadcom Inc Asia Pacific 60.15 % Americas 26.31 % EMEA 13.54 %
Marvell Technology Inc China 43.75 % Other Countries 27.70 % Taiwan 21.49 %
Monolithic Power Systems Inc CN 51.13 % TW 22.59 % KR 10.17 %
On Semiconductor Corporation United Kingdom 25.92 % Hong Kong 24.38 % Singapore 21.29 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Ambarella Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 109 companies in Ambarella Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Ambarella Inc ranks #57 of 109 companies by market capitalization in its industry, holding 0.02 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,373, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Nvidia Corp 5,557,865 44.31 %
2 Broadcom Inc 1,783,853 14.22 %
3 Micron Technology Inc 1,206,807 9.62 %
4 Advanced Micro Devices Inc 1,008,456 8.04 %
5 Intel Corporation 1,234 5.2%
6 Applied Materials Inc 1,234 5.2%
7 Arm Holdings Plc 1,234 5.2%
8 Texas Instruments Incorporated 1,234 5.2%
9 Marvell Technology Inc 1,234 5.2%
10 Analog Devices Inc 1,234 5.2%
57 Ambarella Inc 3,022 0.02 %
Full Industry Market Structure

Market cap and industry share for the rest of Ambarella Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

Ambarella Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
52 Daqo New Energy Corp 3,671 -63.84 % -8.73 % 1.26 -1.46
53 Ultra Clean Holdings Inc 3,599 183.13 % -28.29 % 2.57 1.62
54 Ipg Photonics Corp 3,314 -3.56 % -27.37 % 1.69 0.26
55 Osi Systems inc 3,077 -16.06 % -12.33 % 1.21 -0.29
56 Penguin Solutions Inc 1,234 12.3% 4.5% 1.10 0.80
57 Ambarella Inc 3,022 -16.78 % -11.43 % 2.33 0.07
58 Benchmark Electronics Inc 1,234 12.3% 4.5% 1.10 0.80
59 Power Integrations Inc 1,234 12.3% 4.5% 1.10 0.80
60 Navitas Semiconductor Corporation 1,234 12.3% 4.5% 1.10 0.80
61 Himax Technologies Inc 1,234 12.3% 4.5% 1.10 0.80
62 Nlight Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Ambarella Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Ambarella Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Semiconductors industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (151 companies).
Metric Company Industry Difference
Gross Margin 58.75 % 34.40 % (avg) +24.4 pp
Operating Margin -14.96 % industry median -17.8 pp
EBITDA Margin -6.94 % 7.07 % (avg) -14.0 pp
Capital Intensity (Capex / Revenue) 4.23 % 9.39 % (avg) -5.2 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Ambarella Inc's Valuation vs Competitive Position

Valuation multiples vs the Semiconductors industry average (151 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Semiconductors industry valuation benchmarks.
Metric Company Industry Average Difference
P/E - 43.3x -
EV / EBITDA - 22.7x -
P/B 5.4x 6.6x -1.2x
Return on Equity -13.38 % industry aggregate -60.21 %
Return on Invested Capital -5.07 % -0.16 % (avg) -4.91 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Ambarella Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth -22.90 %0.42 %0.00 %-2.51 %43.76 %5.31 %25.65 %37.55 %
Operating Margin -17.75 %-21.71 %-21.71 %-27.43 %-15.17 %-21.99 %-54.62 %-21.20 %
Return on Invested Capital -4.61 %-5.58 %-5.22 %-5.78 %-4.08 %-6.20 %-13.81 %-6.99 %
P/E --------

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Ambarella Inc's Strategic Group Map

Every company in Ambarella Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Ambarella Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)NPTNDSPGSPWRSLABSYNACSUNAmbarella IncMRAMIOTS

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Ambarella Inc's BCG Growth-Share Matrix

Relative market share (vs Ambarella Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Ambarella Inc

Ambarella Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 10.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Nvidia Corp alone holds 44% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Ambarella Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 2,373 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 4.23 % vs industry average 9.39 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Ambarella Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Ambarella Inc's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Ambarella Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Ambarella Inc
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Ambarella Inc falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Ambarella Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Latest-quarter revenue run-rate is accelerating (+3.9% annualized vs trailing 12 months).

Weaknesses

  • Operating margin 17.8 points below the industry median.
  • Return on equity 60.2 points below the industry aggregate.
  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.00x).
  • Piotroski F-Score of 2 or below, the standard financial-distress signal.

Opportunities

  • Industry revenue growing at a healthy 10.3% median pace.

Threats

  • Industry dominated by Nvidia Corp, holding 44.31 % of industry market cap.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Ambarella Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Ambarella Inc 0.93 2.54 - 0.53
Nvidia Corp 0.40 4.07 0.09 1.28
Broadcom Inc 0.99 2.05 0.75 0.50
Intel Corporation 0.44 1.86 0.40 0.28
Texas Instruments Incorporated 1.09 4.53 0.88 0.56
Marvell Technology Inc 0.98 2.25 0.31 0.38
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Ambarella Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Ambarella Inc Q2 2026+13.5 %+8.6 %--
Nvidia CorpQ2 2026+105.9 %+17.9 %+125.9 %+2.3 %
Broadcom Inc Q2 2026+85.5 %+33.4 %+216.1 %+40.6 %
Intel CorporationQ2 2026+25.4 %+18.8 %--
Texas Instruments IncorporatedQ2 2026+22.8 %+13.2 %+52.9 %+28.2 %
Marvell Technology IncQ1 2026+27.6 %+9.0 %-70.1 %-70.3 %
PEERS TOTAL+66.6 %+17.0 %+104.9 %-8.4 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Ambarella Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Ambarella Inc Q2 2026+17.2 %+11.5 %+65.5 %+72.4 %
Nvidia CorpQ2 2026+86.8 %+17.7 %+41.3 %+52.4 %
Broadcom Inc Q2 2026+74.0 %+34.9 %+274.6 %-
Intel CorporationQ2 2026+3.2 %+16.9 %-28.0 %-29.7 %
Texas Instruments IncorporatedQ2 2026+12.7 %+4.2 %-60.6 %-24.0 %
Marvell Technology IncQ1 2026+22.8 %+8.1 %+30.3 %+35.4 %
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Ambarella Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Ambarella Inc ---10.532.76
Nvidia Corp81.41%95.06%110.11%6.903.11
Broadcom Inc 21.57%24.07%43.74%9.188.31
Intel Corporation---15.072.92
Texas Instruments Incorporated17.31%18.74%35.77%8.851.71
Marvell Technology Inc22.14%25.02%33.73%4.943.48
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Ambarella Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Ambarella Inc -7.26--4.87
Nvidia Corp28.9718.340.19514.4324.27
Broadcom Inc 44.5319.170.23128.8617.14
Intel Corporation-10.38-151.695.74
Texas Instruments Incorporated42.3613.161.72415.6614.22
Marvell Technology Inc86.3925.82-76.0812.35
PEERS AVERAGE36.6515.71311.7415.73
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.