Ambarella, Inc. (AMBA) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 26/100
- 5Y CAGR
- 11.9%
- Median YoY
- 18.5%
- YoY volatility
- σ 36.1pp· choppy
- Quarters ≥ 20%
- 10 of 20
- Negative quarters
- 7
- Valuation vs own 5Y history
- P/S 8.4x · 5Y median 9.2x · 39th percentile
How this score is computed
- Quarters at or above 20%: 10 of 20 → 20 of 40 pts
- Steadiness (typical swing 36.1pp) → 0 of 25 pts
- Pace (median 18.5% YoY) → 4.7 of 20 pts
- Latest quarter (16.9% YoY) → 1.4 of 15 pts
- Score: 26 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 11.9% | 18.5% | 36.1pp | 10 of 20 | 7 |
| EPSEPS | — | 38.3% | 150.5pp | 11 of 20 | 7 |
| Op cash flowOperating cash flow | 19% | — | — | — | — |
| EBITDAEBITDA | — | 39.4% | 88.0pp | 11 of 20 | 7 |
| FCFFree cash flow | 17.5% | — | — | — | — |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: AMBA on the compounders surface · All compounders, ranked
About Ambarella, Inc.
Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD (UHD) video compression, sophisticated image manipulation, and cutting-edge deep learning capabilities. Their core offering comprises highly integrated system-on-a-chip (SoC) designs. These single-chip solutions seamlessly combine HD video and image processing, artificial intelligence (AI) computer vision, audio processing, and various system functions, resulting in superior video and image clarity, distinct features, and efficient power usage. Ambarella's technology finds broad application across diverse markets. In the automotive sector, their chips power devices like vehicle dashcams, digital rearview mirrors, advanced driver-assistance systems (ADAS) cameras, interior and driver monitoring systems, and central domain controllers for self-driving vehicles. Beyond automotive, their solutions are crucial for professional and residential IP security cameras, various robotics and industrial applications (including identification, authentication, robotic products, and sensing), and a wide range of consumer products. The consumer segment encompasses wearable cameras, sports action cameras, social media devices, aerial drones, video conferencing equipment, and virtual reality systems. The company distributes its semiconductor solutions to original equipment manufacturers (OEMs) and original design manufacturers (ODMs) through a combination of its direct sales team and a network of distributors. Established in 2004, Ambarella, Inc. is headquartered in Santa Clara, California.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Feng-Ming Wang