Ambarella vs SiTime
Ambarella reported revenue of $391 million in fiscal 2026, 1.2 times SiTime's $327 million in fiscal 2025. Ambarella's revenue grew 37.1% in its latest year, and SiTime's grew 61.2%. Ambarella had an operating margin of -21.1%, against -20.5% at SiTime. Free cash flow was $58 million at Ambarella and $35 million at SiTime. Their fiscal years end in different months (January 31 and December 31), so the periods don't line up exactly.
Side by side
| Ambarella | SiTime | |
|---|---|---|
| Latest fiscal year | FY2026, Jan 31, 2026 | FY2025, Dec 31, 2025 |
| Revenue | $391M | $327M |
| Revenue growth | 37.1% | 61.2% |
| Revenue growth a year, last 5 years | 11.9% | 23.0% |
| Gross margin | 59.2% | 53.6% |
| Operating margin | −21.1% | −20.5% |
| Net margin | −19.4% | −13.1% |
| Free cash flow | $58M | $35M |
| Free cash flow margin | 14.8% | 10.8% |
| Return on capital | — | −16.8% |
| Net debt to EBITDA | — | — |
| Dividends and buybacks | $1M | $0M |
| Change in diluted share count | 3.4% | 8.0% |
| Last close | $58.55 | $416.92 |
| P/E at the last close | — | — |
| Insider trades, last 12 months | sold $16.6 million | sold $496.9 million |
| Piotroski F-score | — | 6 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
AmbarellaSiTime
Operating margin
Percent of revenue
AmbarellaSiTime
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
AmbarellaSiTime