Quick verdict: AMPL vs PDFS in 2026

In this AMPL vs PDFS stock comparison 2026, the overall edge is a tie based on a direct metric comparison, with each company winning five categories. PDF Solutions (PDFS) demonstrates stronger revenue growth and robust profitability margins, making it the growth and margin leader. Conversely, Amplitude (AMPL) appears to be the value leader based on its P/E and P/B ratios, and also offers significantly higher potential price target upside according to current analyst consensus. Both stocks are rated a “Buy” by analysts, but PDFS boasts unanimous support. Not investment advice.

AMPL vs PDFS: key metrics side by side

Full side-by-side comparison of AMPL and PDFS across valuation, profitability, growth and analyst sentiment. Data updated 2026-05-11.

AMPL vs PDFS valuation comparison

A key aspect of any investment decision is the valuation. Examining the AMPL vs PDFS valuation, Amplitude (AMPL) presents a P/E ratio of -9.51x, which, while negative due to unprofitability, is significantly lower in magnitude compared to PDF Solutions (PDFS)’s P/E of 286.48x. This stark difference immediately suggests that AMPL is trading at a much “cheaper” multiple relative to its earnings, even if those earnings are currently negative. Furthermore, AMPL’s Price-to-Book (P/B) ratio stands at 3.92x, which is considerably lower than PDFS’s 7.34x, indicating that AMPL’s market capitalization is less stretched relative to its book value.

However, a deeper dive into valuation models reveals complexities. Both companies show negative Discounted Cash Flow (DCF) upsides, with AMPL at -131.3% and PDFS at -101.1%. These negative figures suggest that, based on current cash flow projections, both stocks might be considered overvalued by this particular model, although PDFS’s implied overvaluation is less severe. Despite PDFS’s extremely high P/E, its current profitability differentiates it from AMPL. For investors prioritizing traditional value metrics like P/E and P/B, AMPL appears to offer a more attractive entry point, albeit with the caveat of its current unprofitability.

AMPL vs PDFS growth comparison

When assessing the AMPL vs PDFS growth comparison, PDF Solutions (PDFS) shows a stronger recent growth trajectory with a year-over-year revenue growth of +22.0%. This outpaces Amplitude (AMPL), which reported a revenue growth of +14.7%. While AMPL boasts a higher trailing twelve-month revenue of $343,214,000 compared to PDFS’s $219,024,000, PDFS clearly exhibits stronger momentum in terms of percentage growth. This suggests that PDFS is expanding its top line at a more rapid rate, which is often a key indicator for growth-oriented investors.

The ability to translate revenue growth into profitability also matters. Although profitability will be discussed in detail later, it’s worth noting that PDFS’s positive net and EBITDA margins (3.1% and 11.83% respectively) alongside its higher revenue growth indicate a more efficient growth model. AMPL, despite its respectable revenue growth, operates with significant negative net and EBITDA margins (-25.11% and -23.46%). Therefore, for investors primarily focused on companies demonstrating robust and efficient revenue expansion, PDFS currently exhibits stronger growth momentum and a more compelling growth profile.

AMPL vs PDFS profitability

An evaluation of AMPL vs PDFS fundamentals, particularly profitability, highlights a significant divergence between the two companies. PDF Solutions (PDFS) demonstrates clear profitability, reporting a net margin of 3.1% and an EBITDA margin of 11.83%. These positive margins indicate that PDFS is effectively managing its costs and generating a profit from its operations. In contrast, Amplitude (AMPL) currently operates at a loss, with a net margin of -25.11% and an EBITDA margin of -23.46%. This fundamental difference in their ability to generate profits from revenue is a critical factor for investors.

Further analysis of their cash generation capabilities via Free Cash Flow (FCF) yield presents a more nuanced picture. Amplitude (AMPL) registers a positive FCF yield of 2.61%, suggesting that despite its accounting losses, it is generating cash from its operations after capital expenditures. This can be attractive for investors looking for companies that are cash-generative even if not yet profitable on a GAAP basis. On the other hand, PDF Solutions (PDFS) has a negative FCF yield of -0.88%, indicating it is currently burning cash despite being profitable on an earnings basis. Both companies have an N/A% for Return on Equity (ROE), which is common for growth-oriented technology companies or those with fluctuating equity bases. While PDFS is clearly the more profitable company on traditional accounting metrics, AMPL’s positive FCF yield offers a different perspective on its financial health.

Analyst ratings: AMPL vs PDFS

The analyst community holds a generally positive view on both Amplitude (AMPL) and PDF Solutions (PDFS), with both stocks garnering a “Buy” consensus rating. However, a deeper look into the specifics reveals differences in conviction and expected upside. For AMPL, out of 12 analysts covering the stock, 66.7% have issued a “Buy” rating. The consensus price target for AMPL stands at $12, which implies a significant potential upside of +87.8% from its current price of $6.39. This suggests that analysts see substantial recovery and growth potential for Amplitude, despite its current unprofitability.

PDF Solutions (PDFS), on the other hand, shows unanimous support from the analyst community. All 5 analysts covering PDFS have issued a “Buy” rating, reflecting strong conviction in the company’s prospects. Despite this strong sentiment, the consensus price target for PDFS is $48, which indicates a slight downside of -7.0% from its current price of $51.63. This implies that while analysts are confident in PDFS, they believe the stock is currently trading above its fair value based on their models. Therefore, while PDFS is an analyst favorite in terms of buy ratings percentage, AMPL offers a much more compelling price target upside.

Should I buy AMPL or PDFS stock in 2026?

Deciding whether you should buy AMPL or PDFS stock in 2026 depends heavily on your investment priorities and risk tolerance. For growth investors seeking high revenue expansion, PDF Solutions (PDFS) appears to have the stronger momentum, boasting a year-over-year revenue growth of 22.0% compared to AMPL’s 14.7%. PDFS also showcases robust profitability with a positive net margin of 3.1% and EBITDA margin of 11.83%, indicating an efficient business model translating growth into earnings. However, AMPL’s higher absolute revenue of $343,214,000 suggests a larger operational scale, and its analysts foresee a substantial +87.8% upside, hinting at significant growth potential if the company executes its turnaround.

For value investors, the AMPL vs PDFS fundamentals and valuation comparison leans in favor of Amplitude (AMPL). AMPL trades at a P/E ratio of -9.51x and a P/B ratio of 3.92x, which are considerably lower than PDFS’s P/E of 286.48x and P/B of 7.34x. While AMPL is not currently profitable, its lower valuation multiples could present an attractive entry point for investors willing to bet on a future return to profitability. PDFS, despite its strong operational performance, commands a very high valuation multiple, which might deter value-conscious investors. Both stocks show negative DCF upside, indicating potential overvaluation by this metric.

Regarding income, neither Amplitude (AMPL) nor PDF Solutions (PDFS) are suitable for dividend-seeking investors, as both currently offer a 0% dividend yield. Both companies are in growth-oriented sectors and appear to reinvest their earnings (or capital, in AMPL’s case) back into the business rather than distributing them to shareholders. Therefore, if generating regular income from your investments is a primary objective, you would need to look elsewhere. This is not investment advice; always conduct thorough due diligence and consider your personal financial situation.

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