Ambarella vs Toyo Co.
Ambarella and Toyo Co. are similar in size: $391m and $427m of revenue in their latest fiscal years. Toyo Co. grew faster (141.5% against 37.2%). Toyo Co. kept more of each dollar of sales as profit: a net margin of 9.3% against -19.4%.
| Latest fiscal year | AmbarellaAMBA, 2026 | Toyo Co.TOYO, 2025 |
|---|---|---|
| Revenue | $391m | $427m |
| Revenue growth | 37.2% | 141.5% |
| Net income | −$75.9m | $39.7m |
| Operating margin | -21.1% | 13.8% |
| Net margin | -19.4% | 9.3% |
| Return on equity | -13.1% | 46.5% |
| Free cash flow | $58.0m | $41.2m |
| Cash | $191m | $58.9m |
| Total debt | — | $5.5m |
| Debt to equity | — | 4.9% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.0m | — |
| Employees | 959 | — |
| Market value | $2.75bn | $184m |
| Price vs our value range | — | — |
| Moat score | 65 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 44 sales | 0 buys, 0 sales |