Ambarella, Inc. (AMBA) vs AXT Inc (AXTI)
Ambarella, Inc. and AXT Inc are both Semiconductor Equipment & Materials companies. AXT Inc is the larger, with a market value of $5.1B against $3.1B — 1.6× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; AXT Inc trades at 2,631×. AXT Inc grew revenue faster over the last twelve months: 45.8% against 20.0%. AXT Inc has the higher net margin (3.23% vs −13.5%) and the higher return on invested capital (0.44% vs −11.2%). Across the 18 metrics below, Ambarella, Inc. leads on 9 and AXT Inc on 9.
Valuation
Profitability
| Metric | AMBA | AXTI | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 58.52% | 32.18% | 43.95% |
| Operating margin | (14.90%) | 3.09% | 10.32% |
| Net margin | (13.48%) | 3.23% | 7.45% |
| Free cash flow margin | 2.33% | (15.59%) | 6.77% |
| Return on equity | (9.41%) | 0.73% | 4.78% |
| Return on assets | (7.58%) | 0.57% | 3.62% |
| Return on invested capital | (11.19%) | 0.44% | 6.10% |
Growth
Health
Dividend
Size
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