Compare Ambarella Inc (AMBA) vs McKesson Corporation (MCK) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Ambarella Inc vs McKesson Corporation — how do they compare? Ambarella Inc trades at $74.63 (market cap $3.39B), while McKesson Corporation trades at $808.17 (market cap $94.36B). The key difference: McKesson Corporation is far larger — about 27.8× Ambarella Inc's market cap, and McKesson Corporation pays a 0.41% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | MCK | |
|---|---|---|
Market Cap | $3.39B | $94.36B |
Sector | Technology | Health |
52-Week High | $95.51 | $995.69 |
52-Week Low | $48.65 | $659.01 |
Enterprise Value | $3.13B | $99.00B |
Dividend Yield | — | 0.41% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Ambarella (AMBA) trades at $77.30, down 1.38% on the day, with a bullish technical setup supported by moving averages and key resistance at $81. The company reported three consecutive quarterly EPS beats, with Q1 2027 earnings of $0.11 meeting estimates, while revenue grew 16.9% year-over-year to $100.4 million. A major catalyst is the $800+ million long-term edge AI agreement with Hanwha, signaling strong demand in physical AI markets. However, net income remains negative at -$117.13 million for 2025, though margins are improving.
Outlook: Wall Street is bullish with a $108.67 consensus price target (40% upside), driven by edge AI adoption and auto sector growth. Risks include persistent losses, competitive pressure from larger chipmakers, and execution challenges in scaling new AI contracts. The stock's valuation at 8.21x sales appears reasonable if revenue acceleration continues, but profitability remains key for sustained gains.
McKesson (MCK) trades at $805.96, up 1.66% with strong bullish momentum near its pivot point of $799. The stock shows consistent earnings beats, with Q1 2026 EPS of $11.69 exceeding expectations, and revenue growth accelerating to $359.05B in 2025. Analyst sentiment is overwhelmingly positive with an 80% buy rating and a $932.83 consensus price target, while recent corporate developments include a strategic investment in Medical-Surgical Solutions with Apollo Funds.
The outlook remains favorable given robust cash flow generation and expanding profitability, though risks include policy uncertainties and high leverage. Upside potential is supported by valuation discounts relative to sector peers and continued execution in specialty pharma and oncology services.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Ambarella Inc
Ambarella is a semiconductor company specializing in low-power video compression and computer vision processors. Its chips power AI cameras for security, automotive safety, and robotics applications.
Read more on AMBA →About McKesson Corporation
McKesson is a leading wholesaler of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and Cardinal Health, the three account for well over 90% of the U.S. pharmaceutical wholesale industry. McKesson is currently divesting from its pharmaceutical wholesale and distribution in Europe and Canada in order to redeploy capital to strategic growth areas in the U.S. (oncology network and ecosystem, and biopharma services). Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.
Read more on MCK →
