Ambarella vs Impinj
AMBA and PI side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AMBA and PI compare
Impinj is the larger company, worth 2.0 times as much as Ambarella ($5.4B against $2.8B).
Ambarella grew revenue faster over the last twelve months (20.0% versus 7.7% for Impinj).
Impinj keeps more of each dollar of sales as profit, with a net margin of −2.5% compared with −13.5% at Ambarella.
Ambarella scores higher on the StockData Score (8 against 6 for Impinj), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AMBA | PI |
|---|---|---|
| Size and price | ||
| Market cap | $2.8B | $5.4B |
| Share price | $62.49 | $174.56 |
| Change, 1 year | −33.8% | 8.8% |
| Change, 5 years | −66.9% | 113% |
| Beta (5Y) | 2.08 | 2.02 |
| Employees | 959 | 255 |
| StockData Score | ||
| Total score | 8 (better) | 6 |
| Valuation score | 0 | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 1 | 1 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 6.6× (better) | 13.9× |
| P/B | 4.4× (better) | 17.8× |
| EV/EBITDA | – | 429× |
| P/FCF | 284× | 82.1× (better) |
| FCF yield | 0.35% | 1.2% (better) |
| Fair value | $61.75 | $6.62 |
| Margin of safety | −1.2% (better) | −2538% |
| Growth | ||
| Revenue growth (TTM) | 20.0% (better) | 7.7% |
| Revenue growth, 5Y average | 11.9% | 21.1% (better) |
| Profitability | ||
| Gross margin | 58.5% (better) | 53.5% |
| Operating margin | −14.9% | −0.71% (better) |
| Net margin | −13.5% | −2.5% (better) |
| FCF margin | 2.3% | 16.9% (better) |
| Return on equity | −9.4% | −3.8% (better) |
| Return on invested capital | −14.8% | −0.66% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.62 (better) |
| Net debt / EBITDA | – | 5.76 |
| Interest coverage | – | −1.0× |
| Current ratio | 2.85 | 9.42 (better) |
| Altman Z-score | 10.38 | 13.45 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Buyback yield | 0.09% | – |
| Shareholder yield | 0.09% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 81.3% | 106% |
| Held by insiders | 5.5% | 8.7% |
| Insider net buying, 12 months | −$17.1M (better) | −$169M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 11.1% | 8.3% |
Go deeper
- AMBA stock overview
- AMBA income statement
- AMBA valuation and score
- PI stock overview
- PI income statement
- PI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.