Ambarella, Inc. (AMBA) vs Shift4 Payments, Inc. (FOUR)
A side-by-side comparison of Ambarella, Inc. and Shift4 Payments, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 4, 2026. Differences are shown without an overall score or investment verdict.
AMBA
Ambarella, Inc.
$68.65TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
FOUR
Shift4 Payments, Inc.
$36.17TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — AMBA vs FOUR
growth of $100 · dividends reinvested · last 6yAMBA +27.9% (+4.2%/yr)FOUR +7.8% (+1.3%/yr)AMBA compounded faster over this window
AMBA FOUR
AMBA vs FOUR: by the numbers
- •FOUR is the larger company ($3.29B vs $3.01B market cap).
- •FOUR is profitable (1.88% net margin) while AMBA runs a net loss (-13.48%).
- •FOUR grew revenue faster over the past five years (36.32% vs 9.31% CAGR).
Metrics side by side
Valuation
| Metric | AMBA | FOUR |
|---|---|---|
| Forward P/E | 85.42 | 5.69 |
| P/S ratio | 7.21 | 0.69 |
| P/B ratio | 4.85 | 5.37 |
| EV / EBITDA | N/A | 8.15 |
| FCF yield | 0.30% | N/A |
Profitability
| Metric | AMBA | FOUR |
|---|---|---|
| Gross margin | 58.29% | 35.91% |
| Operating margin | -14.32% | 8.11% |
| Net margin | -13.48% | 1.88% |
| ROE | -9.08% | 5.57% |
| ROIC | -9.32% | 4.44% |
Growth (annualized)
| Metric | AMBA | FOUR |
|---|---|---|
| Revenue CAGR (5Y) | 9.31% | 36.32% |
| FCF CAGR (5Y) | 17.54% | N/A |
| Total return CAGR (5Y) | -14.88% | -15.07% |
Frequently asked
- Which has grown faster, AMBA or FOUR?
- Over the past five years, FOUR grew revenue faster — AMBA at a 9.31% CAGR versus FOUR at 36.32%.
- Is AMBA or FOUR more profitable?
- FOUR runs the higher net margin — AMBA at -13.48% versus FOUR at 1.88%.
- How have AMBA and FOUR total returns compared?
- Over the past 5 years, AMBA delivered -14.88% and FOUR delivered -15.07% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Ambarella ROEShift4 Payments ROEAmbarella operating marginShift4 Payments operating marginAmbarella revenue growthShift4 Payments revenue growthAmbarella free cash flowShift4 Payments free cash flow
Ambarella & Shift4 Payments appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 4, 2026.