MetaCap

Ambarella (AMBA) vs Ichor (ICHR)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Ichor (ICHR) has outperformed Ambarella (AMBA) over the past year, gaining 200.0% versus a loss of 26.0%. Over five years, ICHR leads with a +48.9% price change compared with -62.4% for AMBA. Ambarella is the larger company by market cap ($2.78 billion vs $2.20 billion), about 1.3 times the size.

On valuation, Ichor trades at a lower forward P/E (18.0x vs 56.1x for Ambarella). Ichor converts more of its revenue into profit, with a net margin of -5.6% versus -19.4%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

AMBA-26.04%ICHR+200.00%
+498%+215%-69%
Oct 8, 20251 yearOct 8, 2026
AMBA-59.20%ICHR+52.02%
+162%+39%-85%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

AMBA versus ICHR key metrics
MetricAMBAICHR
Share price$62.89$58.83
Market cap$2.78B$2.20B
1-day change-3.73%-3.35%
YTD return-11.22%+219.21%
1-year return-26.04%+200.00%
5-year return-62.36%+48.90%
Forward P/E56.1218.00
EPS (TTM)$-1.30$-1.13
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$390.70M$947.65M
Revenue growth (YoY)+37.15%+11.61%
Net income (latest FY)$-75.86M$-52.78M
Gross margin59.19%9.26%
Operating margin-21.12%-4.14%
Net margin-19.42%-5.57%
52-week high$96.69$113.58
52-week low$48.30$14.06
Distance from 52-week high-34.96%-48.20%
Analyst consensusnonestrong_buy
Avg. price target upside+42.09%+62.94%
Average volume1.65M796.98K
Shares outstanding44.14M37.45M
Employees9591,891
SectorTechnologyTechnology
IndustrySemiconductorsSemiconductors

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • ICHR has outperformed AMBA by 226.0 percentage points over the past year.
  • Ichor is more profitable, keeping -5.6 cents of every revenue dollar as net income versus -19.4 cents for Ambarella.
  • Ambarella grew revenue faster in its latest fiscal year (+37.15% vs +11.61%).

About Ambarella

AMBA stock →

Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Technology · Semiconductors · 959 employees

About Ichor

ICHR stock →

Ichor Holdings, Ltd. engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally.

Technology · Semiconductors · 1,891 employees

AMBA vs ICHR FAQ

Which is bigger, Ambarella or Ichor?

Ambarella (AMBA) is larger, with a market capitalization of $2.78B compared with $2.20B for Ichor (ICHR).

Which stock has performed better over the past year, AMBA or ICHR?

ICHR returned +200.00% over the past 12 months, compared with -26.04% for AMBA (price return, excluding dividends). Past performance does not predict future results.

Are Ambarella and Ichor in the same industry?

Yes. Both are classified in the Semiconductors industry within the Technology sector.

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