stockrowAmbarella, Inc. (AMBA) vs Photronics, Inc. (PLAB)
- Ambarella, Inc. AMBA 58.65 +6.31%
- Photronics, Inc. PLAB 27.42 +7.53%
Ambarella, Inc. and Photronics, Inc. are both Semiconductor Equipment & Materials companies. Ambarella, Inc. is the larger, with a market value of $2.4B against $1.5B — 1.6× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Photronics, Inc. trades at 9.0×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against 1.25%. Photronics, Inc. has the higher net margin (19.0% vs −13.5%) and the higher return on invested capital (11.3% vs −11.2%). Across the 19 metrics below, Photronics, Inc. leads on 14 and Ambarella, Inc. on 5.
Valuation
Profitability
| Metric | AMBA | PLAB | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 58.52% | 33.65% | 46.86% |
| Operating margin | (14.90%) | 22.46% | 12.02% |
| Net margin | (13.48%) | 19.04% | 10.16% |
| Free cash flow margin | 2.33% | 12.74% | 6.73% |
| Return on equity | (9.41%) | 10.06% | 5.31% |
| Return on assets | (7.58%) | 8.82% | 4.10% |
| Return on invested capital | (11.19%) | 11.32% | 6.36% |
Growth
Health
Dividend
Size
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