Ambarella, Inc. (AMBA) vs IPG Photonics Corporation (IPGP)
Ambarella, Inc. and IPG Photonics Corporation are both Semiconductor Equipment & Materials companies. Ambarella, Inc. and IPG Photonics Corporation are of similar size ($3.3B and $3.1B). Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; IPG Photonics Corporation trades at 118×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against 13.0%. IPG Photonics Corporation has the higher net margin (2.58% vs −13.5%) and the higher return on invested capital (0.40% vs −11.2%). Across the 18 metrics below, IPG Photonics Corporation leads on 13 and Ambarella, Inc. on 5.
Valuation
Profitability
| Metric | AMBA | IPGP | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 58.52% | 38.35% | 43.95% |
| Operating margin | (14.90%) | 0.75% | 10.32% |
| Net margin | (13.48%) | 2.58% | 7.45% |
| Free cash flow margin | 2.33% | 2.07% | 6.77% |
| Return on equity | (9.41%) | 1.30% | 4.78% |
| Return on assets | (7.58%) | 1.15% | 3.62% |
| Return on invested capital | (11.19%) | 0.40% | 6.10% |
Growth
Health
Dividend
Size
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