Ambarella, Inc. (AMBA) vs Veeco Instruments Inc. (VECO)
Ambarella, Inc. and Veeco Instruments Inc. are both Semiconductor Equipment & Materials companies. Ambarella, Inc. is the larger, with a market value of $3.1B against $2.8B — 1.1× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Veeco Instruments Inc. trades at 131×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against −2.52%. Veeco Instruments Inc. has the higher net margin (3.35% vs −13.5%) and the higher return on invested capital (1.64% vs −11.2%). Across the 18 metrics below, Veeco Instruments Inc. leads on 13 and Ambarella, Inc. on 5.
Valuation
Profitability
| Metric | AMBA | VECO | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 58.52% | 37.92% | 43.95% |
| Operating margin | (14.90%) | 2.69% | 10.32% |
| Net margin | (13.48%) | 3.35% | 7.45% |
| Free cash flow margin | 2.33% | 12.47% | 6.77% |
| Return on equity | (9.41%) | 2.60% | 4.78% |
| Return on assets | (7.58%) | 1.70% | 3.62% |
| Return on invested capital | (11.19%) | 1.64% | 6.10% |
Growth
Health
Dividend
Size
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