Ambarella (AMBA) vs Penguin Solutions (PENG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Penguin Solutions (PENG) has outperformed Ambarella (AMBA) over the past year, gaining 168.9% versus a loss of 19.9%. Over five years, PENG leads with a +171.3% price change compared with -60.9% for AMBA. Penguin Solutions is the larger company by market cap ($3.67 billion vs $2.78 billion), about 1.3 times the size, while Ambarella is growing revenue faster (+37.2% vs +16.9%).
On valuation, Penguin Solutions trades at a lower forward P/E (13.7x vs 56.1x for Ambarella). Penguin Solutions converts more of its revenue into profit, with a net margin of 1.9% versus -19.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AMBA | PENG |
|---|---|---|
| Share price | $62.89 | $71.57 |
| Market cap | $2.78B | $3.67B |
| 1-day change | -3.73% | -1.43% |
| YTD return | -7.78% | +271.22% |
| 1-year return | -19.92% | +168.93% |
| 5-year return | -60.90% | +171.29% |
| P/E ratio (TTM) | — | 27.53 |
| Forward P/E | 56.12 | 13.73 |
| EPS (TTM) | $-1.30 | $2.60 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $390.70M | $1.37B |
| Revenue growth (YoY) | +37.15% | +16.91% |
| Net income (latest FY) | $-75.86M | $25.39M |
| Gross margin | 59.19% | 28.80% |
| Operating margin | -21.12% | 4.25% |
| Net margin | -19.42% | 1.85% |
| 52-week high | $96.69 | $89.86 |
| 52-week low | $48.30 | $16.04 |
| Distance from 52-week high | -34.96% | -20.35% |
| Analyst consensus | none | buy |
| Avg. price target upside | +42.09% | +15.77% |
| Average volume | 1.65M | 2.86M |
| Shares outstanding | 44.14M | 51.24M |
| Employees | 959 | — |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
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
- PENG has outperformed AMBA by 188.8 percentage points over the past year.
- Penguin Solutions is more profitable, keeping 1.9 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 +16.91%).
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 Penguin Solutions
PENG stock →Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide.
Technology · Semiconductors
AMBA vs PENG FAQ
Which is bigger, Ambarella or Penguin Solutions?
Penguin Solutions (PENG) is larger, with a market capitalization of $3.67B compared with $2.78B for Ambarella (AMBA).
Which stock has performed better over the past year, AMBA or PENG?
PENG returned +168.93% over the past 12 months, compared with -19.92% for AMBA (price return, excluding dividends). Past performance does not predict future results.
Are Ambarella and Penguin Solutions in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.